Purchases and Sales Made in Q2 2024 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q2 2024. 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 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
12.5KNew |
$314K - $322K
|
12.5K
$317K
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
12.1KNew |
$305K - $313K
|
12.1K
$308K
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
11.9KNew |
$300K - $308K
|
11.9K
$303K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11.8K+ 7.25% |
$297K - $306K
|
175K
$4.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.7KNew |
$294K - $302K
|
11.7K
$297K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.7KNew |
$294K - $302K
|
11.7K
$297K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.5K+ 5.8% |
$290K - $298K
|
211K
$5.34M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
11.1K+ 16.98% |
$278K - $286K
|
76.3K
$1.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.8K+ 3944.36% |
$272K - $280K
|
11.1K
$282K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
10.6K+ 11.93% |
$266K - $274K
|
99.4K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.91K+ 2.69% |
$249K - $256K
|
378K
$9.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.86K+ 47.66% |
$248K - $255K
|
30.6K
$776K
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
9.84KNew |
$247K - $254K
|
9.84K
$250K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9.67K+ 93.05% |
$243K - $250K
|
20.1K
$509K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.6K+ 38.68% |
$241K - $248K
|
34.4K
$874K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.49K+ 608.27% |
$238K - $245K
|
11K
$281K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.14KNew |
$230K - $236K
|
9.14K
$232K
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
8.56K+ 3.23% |
$215K - $221K
|
274K
$6.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.44KNew |
$212K - $218K
|
8.44K
$214K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
8.36KNew |
$210K - $216K
|
8.36K
$212K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
8.2K+ 34.0% |
$206K - $212K
|
32.3K
$821K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
7.93KNew |
$199K - $205K
|
7.93K
$201K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.91K+ 17.86% |
$199K - $204K
|
52.2K
$1.33M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
7.83K+ 26.69% |
$197K - $202K
|
37.2K
$943K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.78K+ 17.3% |
$195K - $201K
|
52.7K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.57KNew |
$190K - $195K
|
7.57K
$192K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.36KNew |
$185K - $190K
|
7.36K
$187K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.27K+ 73.41% |
$183K - $188K
|
17.2K
$436K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
7.26K+ 206.63% |
$182K - $187K
|
10.8K
$274K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7K+ 25.3% |
$176K - $181K
|
34.6K
$880K
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
6.79K+ 7.81% |
$171K - $175K
|
93.8K
$2.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.65K+ 9.47% |
$167K - $172K
|
76.9K
$1.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.44K+ 7.77% |
$162K - $166K
|
89.3K
$2.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.83K+ 34.93% |
$146K - $151K
|
22.5K
$572K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.67KNew |
$142K - $146K
|
5.67K
$144K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.37K+ 3.84% |
$135K - $139K
|
145K
$3.68M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
5.19K+ 2.84% |
$130K - $134K
|
188K
$4.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
5.17K+ 13.24% |
$130K - $133K
|
44.2K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.95K+ 5.61% |
$124K - $128K
|
93.2K
$2.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
4.74K+ 43.49% |
$119K - $122K
|
15.6K
$397K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.68K+ 30.6% |
$118K - $121K
|
20K
$508K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.65K+ 4.14% |
$117K - $120K
|
117K
$2.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.54K+ 1.02% |
$114K - $117K
|
448K
$11.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.53K+ 33.41% |
$114K - $117K
|
18.1K
$459K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.49K+ 13.75% |
$113K - $116K
|
37.1K
$943K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.45K+ 47.66% |
$112K - $115K
|
13.8K
$350K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4.39K+ 17.18% |
$110K - $113K
|
29.9K
$760K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.19K+ 3.15% |
$105K - $108K
|
137K
$3.49M
|
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
4.07K+ 2.53% |
$102K - $105K
|
165K
$4.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.01K+ 4.55% |
$101K - $103K
|
92K
$2.34M
|