Purchases and Sales Made in Q2 2025 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q2 2025. 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 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2.26M+ 12353.56% |
$54.5M - $57.4M
|
2.27M
$55.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
263K+ 241.27% |
$6.34M - $6.68M
|
371K
$9.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
262K+ 96.39% |
$6.32M - $6.66M
|
534K
$13M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
122K+ 6.17% |
$2.95M - $3.11M
|
2.1M
$51.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
120K+ 67.16% |
$2.9M - $3.05M
|
299K
$7.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
117K+ 1188.61% |
$2.83M - $2.98M
|
127K
$3.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
112K+ 137.7% |
$2.7M - $2.84M
|
193K
$4.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
110KNew |
$2.66M - $2.8M
|
110K
$2.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
107KNew |
$2.57M - $2.71M
|
107K
$2.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
53.9KNew |
$1.3M - $1.37M
|
53.9K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
39.1K+ 425.81% |
$943K - $993K
|
48.2K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
36.5K+ 25.1% |
$882K - $929K
|
182K
$4.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
35.5KNew |
$858K - $904K
|
35.5K
$864K
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
27.5KNew |
$663K - $698K
|
27.5K
$667K
|
|
|
Aug 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
26KNew |
$628K - $661K
|
26K
$632K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
23.9K+ 195.41% |
$578K - $608K
|
36.2K
$879K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
19.7K+ 97.57% |
$476K - $501K
|
39.9K
$971K
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
19.5KNew |
$472K - $497K
|
19.5K
$475K
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
18.5KNew |
$447K - $471K
|
18.5K
$450K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
18.3K+ 3.18% |
$442K - $465K
|
594K
$14.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
17.9KNew |
$433K - $456K
|
17.9K
$436K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
17.7K+ 90.63% |
$428K - $451K
|
37.3K
$906K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
17.2K+ 37.65% |
$415K - $437K
|
62.9K
$1.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.2K+ 13.5% |
$392K - $413K
|
136K
$3.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
16.2KNew |
$392K - $413K
|
16.2K
$395K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
14.6KNew |
$352K - $371K
|
14.6K
$355K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.3K+ 25.24% |
$346K - $364K
|
71.1K
$1.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.9K+ 35.0% |
$312K - $329K
|
49.9K
$1.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
12.6K+ 22.86% |
$305K - $322K
|
68K
$1.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.4KNew |
$299K - $315K
|
12.4K
$301K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.3K+ 57.06% |
$297K - $313K
|
33.9K
$824K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
12.2KNew |
$296K - $311K
|
12.2K
$298K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.4KNew |
$275K - $290K
|
11.4K
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
11.2K+ 11.82% |
$271K - $286K
|
106K
$2.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.3K+ 47.1% |
$250K - $263K
|
32.3K
$785K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
9.82K+ 61.51% |
$237K - $250K
|
25.8K
$627K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9.77K+ 31.89% |
$236K - $248K
|
40.4K
$982K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
9.48K+ 48.12% |
$229K - $241K
|
29.2K
$710K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9.39K+ 103.07% |
$227K - $239K
|
18.5K
$450K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
8.82KNew |
$213K - $224K
|
8.82K
$214K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.61KNew |
$208K - $219K
|
8.61K
$209K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.49KNew |
$205K - $216K
|
8.49K
$206K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
8.27K+ 2.8% |
$200K - $210K
|
303K
$7.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.27K+ 83.54% |
$200K - $210K
|
18.2K
$442K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
7.26K+ 7.83% |
$175K - $185K
|
99.9K
$2.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.14K+ 48.95% |
$172K - $182K
|
21.7K
$528K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.93K+ 12.04% |
$143K - $151K
|
55.2K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
4.69K+ 178.95% |
$113K - $119K
|
7.31K
$178K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
4.16K+ 16.52% |
$101K - $106K
|
29.4K
$714K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
4.04K+ 12.5% |
$97.5K - $103K
|
36.3K
$883K
|