Purchases and Sales Made in Q1 2024 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR NUVEEN BLOOMBERG HIGH YIE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.86K+ 0.78% |
$71.3K - $73.4K
|
368K
$9.57M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.68K+ 1847.59% |
$66.8K - $68.8K
|
2.82K
$73.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.56K+ 1.41% |
$63.8K - $65.7K
|
184K
$4.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.54K+ 22.43% |
$63.4K - $65.3K
|
13.9K
$361K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.54K+ 11.16% |
$63.3K - $65.1K
|
25.3K
$656K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.44K+ 9.79% |
$60.9K - $62.7K
|
27.4K
$711K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.41KNew |
$60.1K - $61.9K
|
2.41K
$62.6K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
2.35K+ 16.89% |
$58.7K - $60.5K
|
16.3K
$423K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.28K+ 3.15% |
$56.8K - $58.5K
|
74.6K
$1.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.19K+ 4.95% |
$54.5K - $56.1K
|
46.3K
$1.2M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.05K+ 6.73% |
$51K - $52.6K
|
32.4K
$843K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.94K+ 2.85% |
$48.5K - $49.9K
|
70.2K
$1.82M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.71K+ 0.97% |
$42.7K - $44K
|
179K
$4.64M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.58KNew |
$39.5K - $40.6K
|
1.58K
$41.1K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.57K+ 0.54% |
$39.2K - $40.4K
|
295K
$7.66M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.56KNew |
$38.9K - $40.1K
|
1.56K
$40.5K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.41K+ 16.63% |
$35.2K - $36.3K
|
9.9K
$257K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.35K+ 1431.91% |
$33.6K - $34.6K
|
1.44K
$37.4K
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.18K+ 6.41% |
$29.4K - $30.3K
|
19.6K
$509K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.16KNew |
$28.8K - $29.7K
|
1.16K
$30K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.13K+ 2.58% |
$28.1K - $28.9K
|
44.7K
$1.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.09K+ 2.56% |
$27.3K - $28.1K
|
43.9K
$1.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1KNew |
$25K - $25.7K
|
1K
$26K
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
926+ 1.25% |
$23.1K - $23.8K
|
75.2K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
895+ 6.61% |
$22.3K - $23K
|
14.4K
$375K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
860+ 0.65% |
$21.5K - $22.1K
|
133K
$3.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
853+ 6.75% |
$21.3K - $21.9K
|
13.5K
$351K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
841+ 5.21% |
$21K - $21.6K
|
17K
$441K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
828+ 8.22% |
$20.7K - $21.3K
|
10.9K
$283K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
767+ 66.12% |
$19.1K - $19.7K
|
1.93K
$50.1K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
763+ 7.69% |
$19K - $19.6K
|
10.7K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
753+ 0.82% |
$18.8K - $19.3K
|
92.3K
$2.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
603+ 0.27% |
$15K - $15.5K
|
226K
$5.87M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
594+ 4.58% |
$14.8K - $15.3K
|
13.6K
$352K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
470+ 3.17% |
$11.7K - $12.1K
|
15.3K
$397K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
468+ 74.52% |
$11.7K - $12K
|
1.1K
$28.5K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
411+ 1.37% |
$10.3K - $10.6K
|
30.4K
$789K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
399+ 5.76% |
$9.96K - $10.3K
|
7.33K
$191K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
388+ 4.37% |
$9.68K - $9.97K
|
9.27K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
380+ 0.59% |
$9.48K - $9.76K
|
65.2K
$1.7M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
374+ 1.46% |
$9.33K - $9.61K
|
26K
$675K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
280+ 2.85% |
$6.99K - $7.19K
|
10.1K
$263K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
277+ 2.04% |
$6.91K - $7.12K
|
13.9K
$360K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
205New |
$5.11K - $5.27K
|
205
$5.33K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
169New |
$4.22K - $4.34K
|
169
$4.39K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
165+ 0.73% |
$4.12K - $4.24K
|
22.9K
$595K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
161New |
$4.02K - $4.14K
|
161
$4.18K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
144New |
$3.59K - $3.7K
|
144
$3.74K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
141+ 470.0% |
$3.52K - $3.62K
|
171
$4.44K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
127New |
$3.17K - $3.26K
|
127
$3.3K
|