Purchases and Sales Made in Q3 2023 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.03M+ 31.68% |
$24.2M - $25.9M
|
4.26M
$111M
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
736K+ 32.22% |
$17.4M - $18.6M
|
3.02M
$78.5M
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
541K+ 279001.56% |
$12.8M - $13.7M
|
541K
$14.1M
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
524K+ 8.69% |
$12.4M - $13.2M
|
6.56M
$170M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
440KNew |
$10.4M - $11.1M
|
440K
$11.4M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
396K+ 113.67% |
$9.33M - $9.98M
|
744K
$19.3M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
245K+ 908.19% |
$5.78M - $6.18M
|
272K
$7.07M
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
168K+ 322.38% |
$3.96M - $4.24M
|
220K
$5.72M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
156K+ 7.63% |
$3.67M - $3.93M
|
2.2M
$57.1M
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
150K+ 26.03% |
$3.53M - $3.77M
|
724K
$18.8M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
143KNew |
$3.38M - $3.61M
|
143K
$3.72M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
137K+ 1190.29% |
$3.22M - $3.44M
|
148K
$3.85M
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
116K+ 193.45% |
$2.74M - $2.93M
|
176K
$4.58M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
98.9K+ 19.21% |
$2.33M - $2.49M
|
614K
$16M
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
95.8K+ 89.27% |
$2.26M - $2.42M
|
203K
$5.28M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
89K+ 1.84% |
$2.1M - $2.24M
|
4.91M
$128M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
82.2K+ 17.95% |
$1.94M - $2.07M
|
540K
$14M
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
80.2KNew |
$1.89M - $2.02M
|
80.2K
$2.08M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
73.4K+ 33.03% |
$1.73M - $1.85M
|
296K
$7.68M
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
59.1KNew |
$1.39M - $1.49M
|
59.1K
$1.54M
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
51KNew |
$1.2M - $1.29M
|
51K
$1.33M
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
48.6KNew |
$1.15M - $1.23M
|
48.6K
$1.26M
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
46.9KNew |
$1.11M - $1.18M
|
46.9K
$1.22M
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
44.6KNew |
$1.05M - $1.13M
|
44.6K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
37K+ 25.89% |
$873K - $934K
|
180K
$4.68M
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
36.7KNew |
$866K - $926K
|
36.7K
$954K
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
35.7K+ 8.03% |
$841K - $900K
|
480K
$12.5M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
35K+ 52.72% |
$825K - $883K
|
101K
$2.64M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.6K+ 14.34% |
$793K - $848K
|
268K
$6.96M
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
31.5K+ 259.48% |
$743K - $794K
|
43.6K
$1.13M
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
30.1K+ 6.18% |
$710K - $759K
|
517K
$13.4M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
29.3K+ 183.86% |
$690K - $739K
|
45.2K
$1.18M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
27.3K+ 14.0% |
$644K - $688K
|
222K
$5.78M
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
26.5KNew |
$625K - $668K
|
26.5K
$689K
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
25.5K+ 11.58% |
$602K - $644K
|
246K
$6.4M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.6K+ 135.62% |
$557K - $596K
|
41K
$1.07M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
22.5KNew |
$531K - $568K
|
22.5K
$585K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
20.1KNew |
$474K - $507K
|
20.1K
$523K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
19.8K+ 26.07% |
$466K - $498K
|
95.5K
$2.48M
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
18.1K+ 54.91% |
$428K - $457K
|
51.2K
$1.33M
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
17.9KNew |
$423K - $452K
|
17.9K
$466K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.6K+ 1.64% |
$415K - $443K
|
1.09M
$28.4M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
17.3KNew |
$408K - $437K
|
17.3K
$450K
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
16.9KNew |
$398K - $426K
|
16.9K
$439K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.8K+ 95.92% |
$395K - $423K
|
34.2K
$889K
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
16.1K+ 3.64% |
$379K - $405K
|
458K
$11.9M
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
15.5K+ 36.55% |
$366K - $391K
|
57.9K
$1.51M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.9K+ 39.02% |
$352K - $376K
|
53.2K
$1.38M
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
14.9K+ 72.32% |
$351K - $376K
|
35.5K
$922K
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
14.9K+ 97.96% |
$350K - $375K
|
30K
$780K
|