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 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-546- 1.02% |
$13.7K - $14.1K
|
53.2K
$1.35M
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-566- 2.2% |
$14.2K - $14.6K
|
25.1K
$638K
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-670- 7.44% |
$16.8K - $17.3K
|
8.34K
$212K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-694- 2.07% |
$17.4K - $17.9K
|
32.8K
$833K
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-898- 1.19% |
$22.6K - $23.2K
|
74.3K
$1.89M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-930- 1.71% |
$23.4K - $24K
|
53.3K
$1.35M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-1K- 4.8% |
$25.1K - $25.8K
|
19.8K
$503K
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.01K- 7.46% |
$25.3K - $26K
|
12.5K
$317K
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.04K- 1.39% |
$26.1K - $26.8K
|
73.6K
$1.87M
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.09K- 10.36% |
$27.4K - $28.2K
|
9.44K
$240K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.13K- 40.12% |
$28.5K - $29.2K
|
1.69K
$42.9K
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.13K- 3.47% |
$28.5K - $29.3K
|
31.6K
$802K
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.28K- 21.5% |
$32.2K - $33K
|
4.67K
$119K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.3K- 2.94% |
$32.6K - $33.5K
|
42.8K
$1.09M
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.31K- 1.1% |
$32.8K - $33.7K
|
118K
$3M
|
|
Aug 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-1.38K- 7.05% |
$34.6K - $35.5K
|
18.1K
$461K
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.4K- 6.13% |
$35.1K - $36K
|
21.4K
$542K
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.42KClosed |
$35.7K - $36.7K
|
0
$0
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.43K- 5.46% |
$35.9K - $36.9K
|
24.7K
$628K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.46K- 0.73% |
$36.7K - $37.7K
|
198K
$5.02M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.55K- 1.3% |
$38.8K - $39.9K
|
118K
$2.99M
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.6K- 16.31% |
$40.1K - $41.2K
|
8.2K
$208K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.65K- 22.17% |
$41.4K - $42.6K
|
5.79K
$147K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.93K- 0.92% |
$48.4K - $49.7K
|
208K
$5.29M
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-1.96K- 0.51% |
$49.3K - $50.6K
|
385K
$9.77M
|
|
Jul 15, 2024
Q2 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-1.99K- 2.16% |
$50K - $51.3K
|
90.3K
$2.29M
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.06K- 15.11% |
$51.8K - $53.2K
|
11.6K
$294K
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-2.29K- 5.31% |
$57.4K - $59K
|
40.8K
$1.04M
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.32K- 6.56% |
$58.3K - $59.9K
|
33.1K
$840K
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-2.36K- 2.45% |
$59.3K - $61K
|
93.9K
$2.38M
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.53K- 7.96% |
$63.5K - $65.2K
|
29.2K
$743K
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.57K- 8.45% |
$64.7K - $66.4K
|
27.9K
$708K
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.63K- 2.77% |
$66.1K - $68K
|
92.5K
$2.35M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.69K- 5.26% |
$67.5K - $69.4K
|
48.4K
$1.23M
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.93K- 86.67% |
$73.5K - $75.5K
|
450
$11.4K
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.96K- 23.6% |
$74.4K - $76.4K
|
9.59K
$243K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-3K- 20.79% |
$75.4K - $77.5K
|
11.4K
$290K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.08K- 0.73% |
$77.3K - $79.4K
|
417K
$10.6M
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.17K- 7.1% |
$79.7K - $81.9K
|
41.5K
$1.05M
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-3.21K- 26.04% |
$80.7K - $82.9K
|
9.13K
$232K
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-3.8K- 10.16% |
$95.5K - $98.2K
|
33.6K
$854K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.83K- 4.94% |
$96.2K - $98.8K
|
73.6K
$1.87M
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-3.96K- 10.13% |
$99.6K - $102K
|
35.2K
$893K
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-3.99K- 2.17% |
$100K - $103K
|
180K
$4.57M
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-4.15K- 1.7% |
$104K - $107K
|
241K
$6.11M
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-4.31K- 16.26% |
$108K - $111K
|
22.2K
$563K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.35K- 10.69% |
$109K - $112K
|
36.3K
$923K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.53K- 0.47% |
$114K - $117K
|
957K
$24.3M
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-4.66K- 18.19% |
$117K - $120K
|
20.9K
$532K
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-5.2K- 30.5% |
$131K - $134K
|
11.9K
$301K
|