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 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-5.6K- 4.76% |
$132K - $141K
|
112K
$2.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-6.33K- 8.31% |
$149K - $160K
|
69.8K
$1.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.83K- 13.91% |
$161K - $172K
|
42.3K
$1.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
SELL
|
- |
-7.1K- 28.1% |
$167K - $179K
|
18.2K
$475K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.37K- 15.24% |
$174K - $186K
|
41K
$1.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.74K- 16.49% |
$206K - $220K
|
44.2K
$1.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-10K- 24.31% |
$237K - $253K
|
31.2K
$817K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 15.82% |
$248K - $266K
|
56.1K
$1.47M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-11.6K- 1.8% |
$273K - $292K
|
632K
$16.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-12.9K- 15.16% |
$304K - $325K
|
72.1K
$1.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-15.8K- 9.07% |
$373K - $399K
|
159K
$4.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.8K- 44.57% |
$420K - $449K
|
22.2K
$580K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-19.8KClosed |
$467K - $499K
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-19.8K- 6.94% |
$468K - $500K
|
266K
$6.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-23.8K- 10.44% |
$561K - $600K
|
204K
$5.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-27.9K- 28.01% |
$658K - $704K
|
71.8K
$1.88M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-35.9K- 18.07% |
$848K - $907K
|
163K
$4.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-37.4K- 21.41% |
$881K - $942K
|
137K
$3.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-38.2K- 7.42% |
$901K - $964K
|
477K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-40.8K- 49.64% |
$963K - $1.03M
|
41.4K
$1.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-41K- 81.16% |
$968K - $1.03M
|
9.52K
$249K
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-42.8K- 32.68% |
$1.01M - $1.08M
|
88.1K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-44.1K- 51.88% |
$1.04M - $1.11M
|
40.9K
$1.07M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-47.3K- 66.66% |
$1.11M - $1.19M
|
23.6K
$618K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-53.4K- 28.55% |
$1.26M - $1.35M
|
134K
$3.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-61.4K- 11.55% |
$1.45M - $1.55M
|
470K
$12.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-70.3K- 46.02% |
$1.66M - $1.77M
|
82.5K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-75.3K- 60.54% |
$1.78M - $1.9M
|
49.1K
$1.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-82.5K- 84.64% |
$1.95M - $2.08M
|
15K
$392K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-82.9K- 48.26% |
$1.95M - $2.09M
|
88.9K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-200K- 7.7% |
$4.7M - $5.03M
|
2.39M
$62.6M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-253K- 9.89% |
$5.98M - $6.39M
|
2.31M
$60.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-359K- 24.38% |
$8.47M - $9.06M
|
1.11M
$29.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-681K- 95.44% |
$16.1M - $17.2M
|
32.5K
$851K
|
|
|
Nov 09, 2023
Q3 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-724K- 89.18% |
$17.1M - $18.3M
|
87.8K
$2.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.93M- 40.08% |
$45.5M - $48.7M
|
2.88M
$75.5M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.82M- 66.88% |
$137M - $147M
|
2.88M
$75.5M
|