Purchases and Sales Made in Q1 2025 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q1 2025. 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, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
4.48K+ 21.6% |
$113K - $117K
|
25.2K
$623K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.44KNew |
$112K - $116K
|
4.44K
$110K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.3K+ 7.44% |
$108K - $112K
|
62.2K
$1.54M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.18K+ 47.33% |
$105K - $109K
|
13K
$321K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
4.02KNew |
$101K - $105K
|
4.02K
$99.3K
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.91K+ 4.29% |
$98.1K - $102K
|
95.1K
$2.35M
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
3.84K+ 8.62% |
$96.5K - $100K
|
48.4K
$1.2M
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.79K+ 1.97% |
$95.2K - $98.7K
|
196K
$4.84M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.71K+ 4.09% |
$93.3K - $96.7K
|
94.5K
$2.34M
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
3.47K+ 0.81% |
$87.3K - $90.5K
|
432K
$10.7M
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
3.31K+ 7.18% |
$83.2K - $86.3K
|
49.5K
$1.22M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.21KNew |
$80.5K - $83.5K
|
3.21K
$79.2K
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3.01K+ 11.22% |
$75.6K - $78.4K
|
29.9K
$738K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.01K+ 6.32% |
$75.5K - $78.3K
|
50.5K
$1.25M
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.88K+ 3.23% |
$72.4K - $75.1K
|
92.1K
$2.27M
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 22.09% |
$66.3K - $68.8K
|
14.6K
$361K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.6K+ 2.88% |
$65.3K - $67.7K
|
93K
$2.3M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.55K+ 2.16% |
$63.9K - $66.3K
|
120K
$2.97M
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.54KNew |
$63.8K - $66.2K
|
2.54K
$62.8K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.24KNew |
$56.3K - $58.4K
|
2.24K
$55.4K
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
2.03K+ 15.38% |
$50.9K - $52.8K
|
15.2K
$375K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.86K+ 0.58% |
$46.8K - $48.5K
|
326K
$8.04M
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.84K+ 4.31% |
$46.2K - $47.9K
|
44.5K
$1.1M
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.83K+ 1.92% |
$46K - $47.7K
|
97.1K
$2.4M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.8K+ 1.98% |
$45.1K - $46.8K
|
92.7K
$2.29M
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.75K+ 9.77% |
$44.1K - $45.7K
|
19.7K
$487K
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.75K+ 4.69% |
$44K - $45.6K
|
39.1K
$965K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.64K+ 4.17% |
$41.3K - $42.8K
|
41.1K
$1.01M
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.62K+ 2.09% |
$40.7K - $42.2K
|
79.1K
$1.95M
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.55KNew |
$38.9K - $40.3K
|
1.55K
$38.3K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.45KNew |
$36.5K - $37.8K
|
1.45K
$35.9K
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.44K+ 9.95% |
$36.1K - $37.4K
|
15.9K
$392K
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
1.44K+ 13.64% |
$36.1K - $37.4K
|
12K
$296K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.4KNew |
$35.1K - $36.4K
|
1.4K
$34.5K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.33K+ 38.65% |
$33.4K - $34.6K
|
4.76K
$118K
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.29K+ 10.23% |
$32.4K - $33.6K
|
13.9K
$343K
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.25K+ 2.99% |
$31.5K - $32.6K
|
43.2K
$1.07M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.17K+ 2.63% |
$29.4K - $30.5K
|
45.7K
$1.13M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.17K+ 101.39% |
$29.3K - $30.4K
|
2.32K
$57.3K
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.14K+ 2.05% |
$28.6K - $29.7K
|
56.8K
$1.4M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.12K+ 6.95% |
$28K - $29K
|
17.2K
$424K
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.09K+ 11.76% |
$27.4K - $28.4K
|
10.4K
$256K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.07K+ 176.35% |
$27K - $28K
|
1.68K
$41.6K
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.02K+ 9.79% |
$25.6K - $26.6K
|
11.5K
$283K
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
985+ 10.39% |
$24.7K - $25.7K
|
10.5K
$258K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
942New |
$23.7K - $24.5K
|
942
$23.3K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
934+ 0.65% |
$23.5K - $24.3K
|
145K
$3.58M
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
932+ 0.66% |
$23.4K - $24.3K
|
142K
$3.52M
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
892New |
$22.4K - $23.2K
|
892
$22K
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
747+ 6.97% |
$18.8K - $19.5K
|
11.5K
$283K
|