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 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-4.49K- 16.88% |
$108K - $114K
|
22.1K
$556K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-5.22K- 1.9% |
$126K - $133K
|
270K
$6.79M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-5.23K- 32.66% |
$126K - $133K
|
10.8K
$271K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-5.35K- 18.64% |
$129K - $136K
|
23.3K
$587K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.67K- 27.56% |
$137K - $144K
|
14.9K
$375K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-6.08K- 3.12% |
$147K - $155K
|
189K
$4.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.41K- 4.02% |
$155K - $163K
|
153K
$3.85M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-6.48K- 19.81% |
$157K - $165K
|
26.3K
$660K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-6.58K- 42.08% |
$159K - $167K
|
9.06K
$228K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-6.59K- 19.49% |
$159K - $168K
|
27.2K
$685K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-6.76K- 5.41% |
$163K - $172K
|
118K
$2.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.3K- 7.73% |
$176K - $186K
|
87.2K
$2.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.4K- 0.25% |
$179K - $188K
|
2.98M
$74.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.45K- 12.06% |
$180K - $190K
|
54.3K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.57K- 20.66% |
$183K - $193K
|
29.1K
$732K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.7K- 10.24% |
$186K - $196K
|
67.5K
$1.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-7.92K- 7.41% |
$191K - $201K
|
99K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.16K- 34.01% |
$197K - $208K
|
15.8K
$398K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-8.22K- 17.0% |
$199K - $209K
|
40.2K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.41K- 18.99% |
$203K - $214K
|
35.9K
$902K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-8.67K- 4.43% |
$209K - $220K
|
187K
$4.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-8.74K- 2.02% |
$211K - $222K
|
423K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-8.79K- 32.43% |
$212K - $224K
|
18.3K
$461K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-8.83K- 11.07% |
$213K - $224K
|
70.9K
$1.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.25K- 4.91% |
$223K - $235K
|
179K
$4.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.1K- 27.07% |
$268K - $283K
|
30K
$754K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-11.5K- 15.63% |
$278K - $293K
|
62.1K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-11.8K- 27.28% |
$284K - $300K
|
31.4K
$790K
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
SELL
|
- |
-12.1K- 27.37% |
$292K - $308K
|
32.1K
$808K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12.8K- 56.77% |
$308K - $325K
|
9.73K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-13.6K- 27.07% |
$328K - $345K
|
36.6K
$920K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-14.3K- 26.37% |
$344K - $363K
|
39.8K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.7K- 16.54% |
$404K - $426K
|
84.5K
$2.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-16.8K- 56.94% |
$405K - $426K
|
12.7K
$319K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-17.7K- 3.65% |
$426K - $449K
|
466K
$11.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-20.8K- 47.03% |
$501K - $528K
|
23.4K
$589K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.5K- 1.92% |
$542K - $571K
|
1.15M
$28.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-24.4K- 17.99% |
$590K - $621K
|
111K
$2.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-25.3K- 9.86% |
$612K - $644K
|
232K
$5.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-25.4K- 67.64% |
$612K - $645K
|
12.1K
$305K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-25.7K- 64.72% |
$620K - $653K
|
14K
$352K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-26.6K- 31.37% |
$643K - $677K
|
58.2K
$1.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-29.4K- 5.09% |
$711K - $749K
|
550K
$13.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-31.1K- 48.4% |
$752K - $792K
|
33.2K
$835K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-36.5K- 27.4% |
$881K - $928K
|
96.7K
$2.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-36.6K- 81.62% |
$885K - $932K
|
8.25K
$208K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-38.9K- 97.04% |
$940K - $990K
|
1.19K
$29.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-41.8K- 35.26% |
$1.01M - $1.06M
|
76.8K
$1.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-43.8K- 3.57% |
$1.06M - $1.11M
|
1.18M
$29.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-46.2K- 9.6% |
$1.11M - $1.17M
|
435K
$10.9M
|