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 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-8.66K- 16.35% |
$216K - $222K
|
44.3K
$1.16M
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-9.05K- 43.02% |
$226K - $233K
|
12K
$314K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-9.39K- 31.45% |
$234K - $241K
|
20.5K
$535K
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-9.85K- 2.23% |
$246K - $253K
|
432K
$11.3M
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-10.6K- 8.17% |
$265K - $273K
|
119K
$3.12M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.2K- 3.91% |
$304K - $313K
|
300K
$7.84M
|
|
Apr 29, 2024
Q1 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-14.4K- 8.19% |
$359K - $369K
|
161K
$4.22M
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-14.5K- 35.71% |
$363K - $374K
|
26.2K
$685K
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-14.6KClosed |
$363K - $374K
|
0
$0
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-14.7K- 49.2% |
$366K - $377K
|
15.1K
$396K
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-15.2K- 37.21% |
$378K - $389K
|
25.6K
$669K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15.5K- 85.72% |
$387K - $399K
|
2.59K
$67.6K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16K- 11.45% |
$400K - $412K
|
124K
$3.24M
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16.5K- 23.14% |
$412K - $424K
|
54.8K
$1.43M
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-17.8K- 58.69% |
$445K - $458K
|
12.5K
$328K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-21.5K- 19.51% |
$537K - $553K
|
88.8K
$2.32M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-22.7K- 30.01% |
$567K - $584K
|
53K
$1.39M
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-25.3K- 64.51% |
$630K - $649K
|
13.9K
$364K
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-28.8K- 1.28% |
$718K - $739K
|
2.22M
$58M
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-30.9K- 7.92% |
$770K - $793K
|
358K
$9.38M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31.1K- 40.88% |
$776K - $799K
|
44.9K
$1.18M
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-34.9K- 44.13% |
$870K - $896K
|
44.1K
$1.15M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-36.3K- 31.94% |
$907K - $934K
|
77.5K
$2.03M
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-39.4K- 60.4% |
$982K - $1.01M
|
25.8K
$675K
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-39.4K- 42.44% |
$984K - $1.01M
|
53.5K
$1.4M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-42.4K- 30.16% |
$1.06M - $1.09M
|
98.2K
$2.57M
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-45.9K- 35.47% |
$1.14M - $1.18M
|
83.5K
$2.18M
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-47.9K- 63.87% |
$1.19M - $1.23M
|
27.1K
$708K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-50K- 1.01% |
$1.25M - $1.29M
|
4.92M
$129M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-66.2K- 32.36% |
$1.65M - $1.7M
|
138K
$3.62M
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-67.3K- 76.23% |
$1.68M - $1.73M
|
21K
$549K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-70.2K- 90.8% |
$1.75M - $1.8M
|
7.11K
$186K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-75.1K- 10.99% |
$1.87M - $1.93M
|
608K
$15.9M
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-80K- 2.76% |
$2M - $2.05M
|
2.81M
$73.6M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-93.3K- 42.87% |
$2.33M - $2.4M
|
124K
$3.25M
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-94.1K- 13.07% |
$2.35M - $2.42M
|
626K
$16.4M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-102K- 70.77% |
$2.54M - $2.61M
|
42K
$1.1M
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-103K- 24.97% |
$2.58M - $2.66M
|
311K
$8.14M
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-108K- 25.23% |
$2.69M - $2.77M
|
319K
$8.35M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-130K- 7.6% |
$3.25M - $3.34M
|
1.58M
$41.4M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-139K- 81.39% |
$3.47M - $3.57M
|
31.8K
$831K
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-150K- 64.35% |
$3.73M - $3.84M
|
82.8K
$2.17M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-209K- 11.68% |
$5.22M - $5.37M
|
1.58M
$41.4M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-209K- 11.68% |
$5.22M - $5.37M
|
1.58M
$41.4M
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-253K- 3.35% |
$6.31M - $6.49M
|
7.29M
$191M
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-358K- 64.46% |
$8.92M - $9.19M
|
197K
$5.16M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-435K- 8.86% |
$10.8M - $11.2M
|
4.47M
$117M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-593K- 21.83% |
$14.8M - $15.2M
|
2.12M
$55.6M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-804K- 28.53% |
$20.1M - $20.7M
|
2.01M
$52.7M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.44M- 26.65% |
$36M - $37M
|
3.97M
$104M
|