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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.66K- 1.5% |
$41.7K - $43.3K
|
109K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1.76K- 10.35% |
$44.3K - $46K
|
15.3K
$378K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.88K- 0.73% |
$47.2K - $49K
|
255K
$6.29M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.91K- 15.25% |
$47.9K - $49.6K
|
10.6K
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.15K- 14.91% |
$53.9K - $55.9K
|
12.2K
$303K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.31K- 7.53% |
$57.9K - $60K
|
28.3K
$699K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-2.37K- 1.06% |
$59.4K - $61.6K
|
222K
$5.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.37K- 2.88% |
$59.5K - $61.7K
|
79.7K
$1.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-2.4K- 8.21% |
$60.2K - $62.4K
|
26.8K
$662K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-2.49K- 2.5% |
$62.4K - $64.8K
|
97.1K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.49K- 18.21% |
$62.6K - $64.9K
|
11.2K
$277K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-2.52K- 12.77% |
$63.2K - $65.5K
|
17.2K
$425K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.82K- 51.77% |
$70.7K - $73.3K
|
2.62K
$64.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.93K- 22.81% |
$73.5K - $76.2K
|
9.9K
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.98K- 16.91% |
$74.8K - $77.6K
|
14.6K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.2K- 2.0% |
$80.4K - $83.4K
|
157K
$3.88M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.21K- 5.02% |
$80.7K - $83.6K
|
60.7K
$1.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-3.6K- 11.92% |
$90.4K - $93.7K
|
26.6K
$657K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.68K- 12.41% |
$92.4K - $95.9K
|
26K
$642K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-3.73K- 6.39% |
$93.8K - $97.2K
|
54.7K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4KClosed |
$100K - $104K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.14K- 12.33% |
$104K - $108K
|
29.4K
$727K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-4.34K- 3.9% |
$109K - $113K
|
107K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.4K- 15.48% |
$110K - $114K
|
24K
$593K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-5.37K- 11.24% |
$135K - $140K
|
42.4K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.81K- 91.65% |
$146K - $151K
|
529
$13.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-6.02K- 6.63% |
$151K - $157K
|
84.8K
$2.1M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-6.45K- 41.3% |
$162K - $168K
|
9.17K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.19K- 33.37% |
$181K - $187K
|
14.4K
$355K
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-7.22K- 11.55% |
$181K - $188K
|
55.3K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-7.36K- 38.96% |
$185K - $192K
|
11.5K
$285K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.9K- 1.35% |
$199K - $206K
|
579K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-8K- 27.75% |
$201K - $208K
|
20.8K
$515K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8.19KClosed |
$206K - $213K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.81K- 29.0% |
$221K - $230K
|
21.6K
$533K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.43K- 17.35% |
$237K - $246K
|
44.9K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.69K- 14.96% |
$243K - $252K
|
55.1K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.2K- 18.77% |
$257K - $266K
|
44.3K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-11.4K- 2.48% |
$287K - $298K
|
449K
$11.1M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-12.1KClosed |
$303K - $314K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-12.2K- 22.07% |
$306K - $317K
|
43K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.4K- 41.13% |
$312K - $324K
|
17.8K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-12.6K- 31.66% |
$315K - $327K
|
27.1K
$670K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-14K- 58.65% |
$352K - $365K
|
9.87K
$244K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-14.9K- 43.19% |
$374K - $387K
|
19.6K
$483K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16.1K- 10.78% |
$404K - $419K
|
133K
$3.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-16.2K- 51.3% |
$406K - $422K
|
15.4K
$380K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-17.9K- 28.84% |
$450K - $467K
|
44.2K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-18K- 3.6% |
$451K - $468K
|
481K
$11.9M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-20.5K- 45.67% |
$516K - $535K
|
24.4K
$604K
|