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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
219+ 2.55% |
$5.5K - $5.65K
|
8.81K
$224K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
201+ 0.27% |
$5.05K - $5.19K
|
74.4K
$1.89M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
200+ 1.57% |
$5.02K - $5.16K
|
12.9K
$329K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
188+ 0.58% |
$4.72K - $4.85K
|
32.6K
$828K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
169+ 301.79% |
$4.25K - $4.36K
|
225
$5.71K
|
|
|
Aug 09, 2024
Q2 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
159+ 1.41% |
$3.99K - $4.1K
|
11.4K
$291K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
129+ 4.44% |
$3.24K - $3.33K
|
3.04K
$77.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
126+ 8.75% |
$3.17K - $3.25K
|
1.57K
$39.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
117+ 1.14% |
$2.94K - $3.02K
|
10.4K
$263K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
111+ 1.12% |
$2.79K - $2.86K
|
10K
$254K
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
103+ 0.58% |
$2.59K - $2.66K
|
17.7K
$450K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
101+ 0.05% |
$2.54K - $2.61K
|
195K
$4.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
100+ 1.11% |
$2.51K - $2.58K
|
9.08K
$230K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
97+ 1.08% |
$2.44K - $2.5K
|
9.08K
$231K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
78+ 3.02% |
$1.96K - $2.01K
|
2.66K
$67.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
77+ 0.05% |
$1.93K - $1.99K
|
145K
$3.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
59New |
$1.48K - $1.52K
|
59
$1.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
51+ 0.29% |
$1.28K - $1.32K
|
17.9K
$454K
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
BUY
|
- |
48+ 0.13% |
$1.21K - $1.24K
|
36.7K
$933K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
46+ 0.08% |
$1.16K - $1.19K
|
54.9K
$1.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
19+ 0.24% |
$477 - $490
|
7.99K
$203K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
17+ 1.1% |
$427 - $439
|
1.56K
$39.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.03% |
$402 - $413
|
1.57K
$39.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
12+ 0.73% |
$301 - $310
|
1.66K
$42.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9+ 0.99% |
$226 - $232
|
917
$23.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3+ 2.22% |
$75.4 - $77.4
|
138
$3.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 1.57% |
$50.2 - $51.6
|
129
$3.28K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 1.24% |
$50.2 - $51.6
|
163
$4.14K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
1+ 0.04% |
$25.1 - $25.8
|
2.78K
$70.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.59% |
$25.1 - $25.8
|
170
$4.32K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.09% |
$477 - $490
|
20.4K
$517K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-30- 0.3% |
$754 - $774
|
10.1K
$256K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-34- 0.17% |
$854 - $878
|
20.1K
$510K
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-39- 0.48% |
$980 - $1.01K
|
8.02K
$204K
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-52- 0.21% |
$1.31K - $1.34K
|
24.9K
$633K
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-58- 0.24% |
$1.46K - $1.5K
|
24.2K
$614K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-60- 0.56% |
$1.51K - $1.55K
|
10.7K
$271K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-70- 77.78% |
$1.76K - $1.81K
|
20
$508
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-75- 83.33% |
$1.88K - $1.94K
|
15
$381
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-85- 9.87% |
$2.14K - $2.19K
|
776
$19.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-95- 0.43% |
$2.39K - $2.45K
|
22.1K
$561K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-96- 0.94% |
$2.41K - $2.48K
|
10.1K
$257K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-233- 0.92% |
$5.85K - $6.01K
|
25.2K
$640K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-242- 22.08% |
$6.08K - $6.25K
|
854
$21.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-258- 1.86% |
$6.48K - $6.66K
|
13.6K
$345K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-370- 2.44% |
$9.29K - $9.55K
|
14.8K
$375K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-440- 1.76% |
$11.1K - $11.4K
|
24.5K
$622K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-507- 2.26% |
$12.7K - $13.1K
|
21.9K
$556K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-509- 2.88% |
$12.8K - $13.1K
|
17.2K
$436K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-530- 6.13% |
$13.3K - $13.7K
|
8.12K
$206K
|