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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-675- 77.14% |
$16.4K - $17.1K
|
200
$5.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-813- 0.46% |
$19.8K - $20.6K
|
175K
$4.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-918- 1.07% |
$22.3K - $23.3K
|
85.1K
$2.21M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-980- 1.82% |
$23.8K - $24.8K
|
53K
$1.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-1.08K- 9.26% |
$26.4K - $27.5K
|
10.6K
$276K
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-1.26K- 9.16% |
$30.7K - $31.9K
|
12.5K
$325K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.37K- 12.12% |
$33.3K - $34.6K
|
9.91K
$258K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.38K- 8.18% |
$33.6K - $35K
|
15.5K
$403K
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.44K- 3.14% |
$35K - $36.4K
|
44.3K
$1.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.44K- 3.26% |
$35.1K - $36.6K
|
42.8K
$1.11M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.45K- 0.75% |
$35.3K - $36.7K
|
191K
$4.96M
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.48K- 6.22% |
$36.1K - $37.6K
|
22.4K
$581K
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.5K- 0.65% |
$36.5K - $38K
|
228K
$5.92M
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
SELL
|
- |
-1.56K- 15.41% |
$37.9K - $39.5K
|
8.56K
$222K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.7K- 41.31% |
$41.4K - $43.1K
|
2.42K
$62.8K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.7K- 41.31% |
$41.4K - $43.1K
|
2.42K
$62.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-1.76K- 1.12% |
$42.7K - $44.5K
|
155K
$4.04M
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.96K- 5.81% |
$47.8K - $49.7K
|
31.8K
$827K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.06K- 8.74% |
$50.1K - $52.2K
|
21.5K
$560K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.18K- 4.14% |
$53K - $55.2K
|
50.5K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.2K- 4.35% |
$53.6K - $55.8K
|
48.4K
$1.26M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-2.21K- 17.57% |
$53.8K - $56K
|
10.4K
$270K
|
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-2.3K- 19.06% |
$56K - $58.3K
|
9.77K
$254K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.34K- 1.34% |
$56.8K - $59.2K
|
172K
$4.46M
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 5.39% |
$57.3K - $59.7K
|
41.4K
$1.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2.66K- 16.19% |
$64.7K - $67.3K
|
13.8K
$358K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.68K- 3.17% |
$65.2K - $67.9K
|
81.8K
$2.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.91K- 4.2% |
$70.8K - $73.7K
|
66.4K
$1.73M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.94K- 8.98% |
$71.4K - $74.3K
|
29.7K
$773K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.13K- 3.55% |
$76.1K - $79.2K
|
85K
$2.21M
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.15K- 21.47% |
$76.7K - $79.8K
|
11.5K
$300K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-3.17K- 7.12% |
$77K - $80.2K
|
41.3K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.38K- 7.79% |
$82.2K - $85.6K
|
40K
$1.04M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.51K- 16.26% |
$85.5K - $89K
|
18.1K
$470K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.6K- 81.85% |
$87.5K - $91.1K
|
798
$20.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.73K- 13.85% |
$90.6K - $94.4K
|
23.2K
$602K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.9K- 10.2% |
$95K - $98.9K
|
34.4K
$894K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-3.97K- 33.08% |
$96.5K - $100K
|
8.02K
$209K
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-4.37K- 31.42% |
$106K - $111K
|
9.54K
$248K
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.83K- 20.25% |
$117K - $122K
|
19K
$494K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.04K- 96.55% |
$123K - $128K
|
180
$4.68K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.22K- 9.1% |
$127K - $132K
|
52.1K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.33K- 17.6% |
$130K - $135K
|
25K
$649K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.76K- 7.39% |
$140K - $146K
|
72.2K
$1.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-6.29K- 11.5% |
$153K - $159K
|
48.4K
$1.26M
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-6.68K- 1.71% |
$162K - $169K
|
383K
$9.95M
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-6.76KClosed |
$164K - $171K
|
0
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7.89K- 1.76% |
$192K - $200K
|
442K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8K- 37.83% |
$195K - $203K
|
13.1K
$342K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.18K- 22.48% |
$199K - $207K
|
28.2K
$733K
|