Purchases and Sales Made in Q2 2023 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.08M+ 49.95% |
$26.2M - $27.3M
|
3.24M
$84.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
531K+ 105.31% |
$12.9M - $13.5M
|
1.04M
$26.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
396K+ 18.04% |
$9.64M - $10M
|
2.59M
$67.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
334KNew |
$8.11M - $8.45M
|
334K
$8.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
298K+ 204.6% |
$7.26M - $7.56M
|
444K
$11.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
282KNew |
$6.86M - $7.14M
|
282K
$7.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
159KNew |
$3.88M - $4.04M
|
159K
$4.14M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
130K+ 25.38% |
$3.17M - $3.3M
|
643K
$16.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
127K+ 6.63% |
$3.09M - $3.21M
|
2.04M
$53.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
124KNew |
$3.03M - $3.15M
|
124K
$3.24M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
121K+ 4.95% |
$2.94M - $3.06M
|
2.56M
$66.6M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
118K+ 341.15% |
$2.88M - $2.99M
|
153K
$3.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
112KNew |
$2.74M - $2.85M
|
112K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
106KNew |
$2.58M - $2.68M
|
106K
$2.75M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
98.9K+ 2.09% |
$2.41M - $2.5M
|
4.82M
$125M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
95K+ 21.76% |
$2.31M - $2.41M
|
532K
$13.8M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
93.5KNew |
$2.28M - $2.37M
|
93.5K
$2.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
82.3KNew |
$2M - $2.08M
|
82.3K
$2.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
68.9K+ 17.71% |
$1.68M - $1.75M
|
458K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
59.4K+ 5.85% |
$1.44M - $1.5M
|
1.07M
$27.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
58.5K+ 150.15% |
$1.42M - $1.48M
|
97.5K
$2.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54.9K+ 9.99% |
$1.34M - $1.39M
|
605K
$15.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
49.6K+ 9.45% |
$1.21M - $1.26M
|
575K
$14.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
46.5K+ 28.2% |
$1.13M - $1.18M
|
211K
$5.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
44.1K+ 60.63% |
$1.07M - $1.12M
|
117K
$3.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
42.2K+ 6.28% |
$1.03M - $1.07M
|
714K
$18.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30.2K+ 6.22% |
$734K - $764K
|
515K
$13.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
29.1KNew |
$707K - $736K
|
29.1K
$756K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
28.7K+ 17.25% |
$698K - $726K
|
195K
$5.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
28.3KNew |
$690K - $718K
|
28.3K
$737K
|
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
28.3KNew |
$687K - $716K
|
28.3K
$735K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
25.4K+ 12.99% |
$617K - $642K
|
221K
$5.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
24.6K+ 107.88% |
$598K - $622K
|
47.3K
$1.23M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
21.3K+ 12.83% |
$518K - $539K
|
187K
$4.87M
|
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
20.6KNew |
$501K - $522K
|
20.6K
$536K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
19.8KNew |
$481K - $501K
|
19.8K
$515K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
18K+ 81.23% |
$437K - $455K
|
40.1K
$1.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
15.9KNew |
$388K - $403K
|
15.9K
$414K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.8KNew |
$384K - $400K
|
15.8K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
15.7KNew |
$383K - $399K
|
15.7K
$409K
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
15.2K+ 18.01% |
$369K - $384K
|
99.3K
$2.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
14.3K+ 6.82% |
$347K - $361K
|
223K
$5.81M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.5KNew |
$329K - $342K
|
13.5K
$351K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.3KNew |
$323K - $337K
|
13.3K
$346K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
12.7KNew |
$309K - $322K
|
12.7K
$330K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
12.5K+ 16.97% |
$304K - $316K
|
86.1K
$2.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.5KNew |
$279K - $291K
|
11.5K
$298K
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
9.2K+ 12.81% |
$224K - $233K
|
81K
$2.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
8.73KNew |
$212K - $221K
|
8.73K
$227K
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
8.56K+ 20.38% |
$208K - $217K
|
50.6K
$1.32M
|