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 |
---|---|---|---|---|---|---|---|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 0.04% |
$70.7 - $75.7
|
6.99K
$183K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2+ 1.39% |
$47.2 - $50.4
|
146
$3.82K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.04% |
$23.6 - $25.2
|
2.81K
$73.5K
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1- 0.01% |
$23.6 - $25.2
|
16.1K
$421K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1- 0.05% |
$23.6 - $25.2
|
2.01K
$52.6K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-32- 1.33% |
$755 - $807
|
2.38K
$62.3K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-32- 1.33% |
$755 - $807
|
2.38K
$62.3K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-89- 0.3% |
$2.1K - $2.24K
|
29.4K
$769K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-118- 14.79% |
$2.78K - $2.98K
|
680
$17.8K
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-220- 0.61% |
$5.19K - $5.55K
|
36.1K
$945K
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-250- 2.43% |
$5.9K - $6.31K
|
10.1K
$263K
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-290- 2.87% |
$6.84K - $7.31K
|
9.81K
$257K
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-326- 3.94% |
$7.69K - $8.22K
|
7.96K
$208K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-327- 6.22% |
$7.71K - $8.25K
|
4.93K
$129K
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-448- 0.34% |
$10.6K - $11.3K
|
133K
$3.47M
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-500- 9.04% |
$11.8K - $12.6K
|
5.03K
$132K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-724- 56.47% |
$17.1K - $18.3K
|
558
$14.6K
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-780- 1.82% |
$18.4K - $19.7K
|
42K
$1.1M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-794- 5.46% |
$18.7K - $20K
|
13.7K
$359K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-798- 1.39% |
$18.8K - $20.1K
|
56.4K
$1.48M
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-809- 6.48% |
$19.1K - $20.4K
|
11.7K
$306K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-809- 2.35% |
$19.1K - $20.4K
|
33.6K
$878K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-809- 89.69% |
$19.1K - $20.4K
|
93
$2.43K
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-889- 7.71% |
$21K - $22.4K
|
10.6K
$278K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-899- 4.06% |
$21.2K - $22.7K
|
21.2K
$555K
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-941- 1.52% |
$22.2K - $23.7K
|
61K
$1.6M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-975- 6.59% |
$23K - $24.6K
|
13.8K
$361K
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.06K- 7.95% |
$24.9K - $26.7K
|
12.2K
$320K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-1.13K- 90.5% |
$26.7K - $28.6K
|
119
$3.11K
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.17K- 12.28% |
$27.5K - $29.4K
|
8.32K
$218K
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.29K- 4.54% |
$30.4K - $32.5K
|
27.1K
$708K
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.39K- 3.16% |
$32.7K - $35K
|
42.5K
$1.11M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.64K- 10.48% |
$38.8K - $41.5K
|
14K
$367K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.87K- 7.89% |
$44.2K - $47.2K
|
21.9K
$572K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.05K- 6.02% |
$48.3K - $51.7K
|
32K
$838K
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.05K- 37.33% |
$48.4K - $51.8K
|
3.45K
$90.2K
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.39K- 8.02% |
$56.3K - $60.2K
|
27.4K
$716K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.45K- 6.12% |
$57.8K - $61.8K
|
37.6K
$984K
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2.49K- 3.82% |
$58.6K - $62.7K
|
62.6K
$1.64M
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.83K- 3.46% |
$66.7K - $71.3K
|
79K
$2.07M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.9K- 13.49% |
$68.5K - $73.2K
|
18.6K
$487K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.96K- 7.68% |
$69.7K - $74.6K
|
35.6K
$930K
|
|
Nov 02, 2023
Q3 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-3.02K- 3.21% |
$71.2K - $76.1K
|
91K
$2.38M
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-3.25K- 7.33% |
$76.7K - $82K
|
41.1K
$1.07M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.45K- 6.98% |
$81.3K - $87K
|
45.9K
$1.2M
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-4.12K- 26.55% |
$97.1K - $104K
|
11.4K
$298K
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
SELL
|
- |
-4.4K- 15.15% |
$104K - $111K
|
24.7K
$645K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.64K- 16.45% |
$109K - $117K
|
23.6K
$616K
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-5K- 32.53% |
$118K - $126K
|
10.4K
$271K
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-5.29K- 8.78% |
$125K - $133K
|
54.9K
$1.44M
|