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 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
667+ 0.73% |
$16.8K - $17.4K
|
92.7K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
637+ 7.36% |
$16K - $16.6K
|
9.29K
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
566+ 3.7% |
$14.2K - $14.7K
|
15.8K
$392K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
530+ 1.23% |
$13.3K - $13.8K
|
43.5K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
462+ 4.53% |
$11.6K - $12K
|
10.7K
$264K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
458+ 2.32% |
$11.5K - $11.9K
|
20.2K
$499K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
453+ 4.46% |
$11.4K - $11.8K
|
10.6K
$262K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
453+ 66.62% |
$11.4K - $11.8K
|
1.13K
$28K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
363+ 1.12% |
$9.12K - $9.46K
|
32.7K
$809K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
337+ 3.26% |
$8.47K - $8.78K
|
10.7K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
327+ 0.53% |
$8.21K - $8.52K
|
62.5K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
297+ 1.68% |
$7.46K - $7.74K
|
18K
$445K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
270New |
$6.78K - $7.03K
|
270
$6.67K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
239+ 1.6% |
$6K - $6.23K
|
15.2K
$376K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
203+ 0.54% |
$5.1K - $5.29K
|
37.5K
$927K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
174+ 1.56% |
$4.37K - $4.53K
|
11.3K
$279K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
135New |
$3.39K - $3.52K
|
135
$3.34K
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
130+ 1.17% |
$3.27K - $3.39K
|
11.2K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
126+ 0.14% |
$3.17K - $3.28K
|
87.8K
$2.17M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
95+ 0.97% |
$2.39K - $2.47K
|
9.86K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
88+ 0.73% |
$2.21K - $2.29K
|
12.1K
$300K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
84+ 0.28% |
$2.11K - $2.19K
|
29.9K
$739K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
83New |
$2.08K - $2.16K
|
83
$2.05K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
76+ 0.07% |
$1.91K - $1.98K
|
113K
$2.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
76+ 0.19% |
$1.91K - $1.98K
|
39.7K
$980K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
76+ 0.93% |
$1.91K - $1.98K
|
8.23K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
74+ 0.73% |
$1.86K - $1.93K
|
10.3K
$253K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
71+ 0.04% |
$1.78K - $1.85K
|
195K
$4.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
68+ 0.73% |
$1.71K - $1.77K
|
9.37K
$232K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
60New |
$1.51K - $1.56K
|
60
$1.48K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
59New |
$1.48K - $1.54K
|
59
$1.46K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
54+ 138.46% |
$1.36K - $1.41K
|
93
$2.3K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
49+ 119.51% |
$1.23K - $1.28K
|
90
$2.22K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
38+ 0.42% |
$955 - $990
|
9K
$222K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
36+ 62.07% |
$904 - $938
|
94
$2.32K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
33+ 0.34% |
$829 - $860
|
9.63K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
33+ 1.18% |
$829 - $860
|
2.82K
$69.6K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
32+ 0.4% |
$804 - $834
|
8.13K
$201K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
17+ 0.74% |
$427 - $443
|
2.33K
$57.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 0.75% |
$301 - $313
|
1.61K
$39.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
12+ 0.07% |
$301 - $313
|
16.9K
$418K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7+ 0.74% |
$176 - $182
|
947
$23.4K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5+ 3.52% |
$126 - $130
|
147
$3.63K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2New |
$50.2 - $52.1
|
2
$49.4
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3- 0.02% |
$75.4 - $78.2
|
14.5K
$358K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10- 0.99% |
$251 - $261
|
1K
$24.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-36- 5.96% |
$904 - $938
|
568
$14K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-55- 0.18% |
$1.38K - $1.43K
|
30.6K
$757K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-60- 0.03% |
$1.51K - $1.56K
|
189K
$4.68M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-73- 1.78% |
$1.83K - $1.9K
|
4.04K
$99.7K
|