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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-719- 2.8% |
$17.9K - $18.5K
|
25K
$630K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-841- 3.11% |
$21K - $21.6K
|
26.2K
$660K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-877- 5.68% |
$21.9K - $22.5K
|
14.6K
$367K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-921- 8.04% |
$23K - $23.7K
|
10.5K
$265K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-939- 37.71% |
$23.4K - $24.1K
|
1.55K
$39.1K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-953- 1.87% |
$23.8K - $24.5K
|
49.9K
$1.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-992- 4.51% |
$24.8K - $25.5K
|
21K
$529K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.13K- 6.97% |
$28.2K - $29K
|
15.1K
$380K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 15.19% |
$30K - $30.9K
|
6.71K
$169K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.22K- 4.66% |
$30.4K - $31.3K
|
24.9K
$628K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.25K- 12.2% |
$31.2K - $32.2K
|
9.01K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.4K- 2.3% |
$34.9K - $36K
|
59.4K
$1.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-1.43K- 2.37% |
$35.7K - $36.7K
|
58.9K
$1.48M
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-1.54K- 7.32% |
$38.4K - $39.6K
|
19.5K
$492K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.56K- 12.14% |
$38.9K - $40.1K
|
11.3K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.66K- 9.53% |
$41.4K - $42.7K
|
15.8K
$397K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.74K- 0.54% |
$43.4K - $44.7K
|
318K
$8.02M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.95K- 39.5% |
$48.7K - $50.1K
|
2.99K
$75.2K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.02K- 5.02% |
$50.4K - $51.9K
|
38.3K
$964K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.08K- 3.01% |
$51.9K - $53.4K
|
67K
$1.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.14K- 1.55% |
$53.3K - $54.9K
|
136K
$3.42M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.24K- 12.76% |
$55.9K - $57.5K
|
15.3K
$386K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.3K- 5.31% |
$57.4K - $59.1K
|
41K
$1.03M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-2.34K- 25.76% |
$58.4K - $60.2K
|
6.75K
$170K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-2.36K- 6.72% |
$58.8K - $60.6K
|
32.7K
$824K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.38K- 4.24% |
$59.3K - $61.1K
|
53.7K
$1.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.01K- 11.68% |
$75.1K - $77.3K
|
22.8K
$573K
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-3.03K- 3.09% |
$75.6K - $77.8K
|
95.1K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.24K- 24.75% |
$80.9K - $83.3K
|
9.86K
$248K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.41K- 24.09% |
$85.1K - $87.7K
|
10.8K
$271K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-3.49K- 6.95% |
$87K - $89.5K
|
46.7K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-3.65K- 2.46% |
$91.1K - $93.8K
|
144K
$3.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-3.8K- 9.03% |
$94.8K - $97.6K
|
38.3K
$964K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.03K- 29.26% |
$100K - $103K
|
9.73K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-4.13K- 9.95% |
$103K - $106K
|
37.4K
$943K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.26K- 7.35% |
$106K - $110K
|
53.7K
$1.35M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.69K- 3.64% |
$117K - $120K
|
124K
$3.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-5.13K- 8.94% |
$128K - $132K
|
52.3K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.39K- 10.77% |
$135K - $139K
|
44.7K
$1.13M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-5.53K- 6.93% |
$138K - $142K
|
74.2K
$1.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-5.77K- 35.71% |
$144K - $148K
|
10.4K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-5.88K- 19.6% |
$147K - $151K
|
24.1K
$608K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.71KClosed |
$167K - $172K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-6.71K- 7.83% |
$167K - $172K
|
79K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.32K- 4.98% |
$183K - $188K
|
140K
$3.52M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-7.48K- 16.04% |
$187K - $192K
|
39.1K
$986K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-8.03K- 15.71% |
$200K - $206K
|
43.1K
$1.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-8.42K- 24.74% |
$210K - $216K
|
25.6K
$645K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.43K- 20.52% |
$210K - $217K
|
32.6K
$822K
|
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-8.47K- 9.16% |
$211K - $217K
|
83.9K
$2.11M
|