Purchases and Sales Made in Q3 2024 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q3 2024. 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 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
826+ 2.01% |
$21K - $21.7K
|
42K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
813+ 3.6% |
$20.6K - $21.4K
|
23.4K
$594K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
782+ 6.75% |
$19.8K - $20.5K
|
12.4K
$314K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
658New |
$16.7K - $17.3K
|
658
$16.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
650+ 0.45% |
$16.5K - $17.1K
|
146K
$3.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
636+ 7.94% |
$16.1K - $16.7K
|
8.65K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
570+ 0.19% |
$14.5K - $15K
|
299K
$7.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
561New |
$14.2K - $14.7K
|
561
$14.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
550+ 932.2% |
$14K - $14.4K
|
609
$15.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
530+ 4.47% |
$13.5K - $13.9K
|
12.4K
$314K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
505+ 1.23% |
$12.8K - $13.3K
|
41.5K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
404+ 2.23% |
$10.3K - $10.6K
|
18.5K
$471K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
399+ 3.49% |
$10.1K - $10.5K
|
11.8K
$301K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
318+ 1.06% |
$8.07K - $8.35K
|
30.3K
$768K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
302+ 2.49% |
$7.66K - $7.93K
|
12.4K
$316K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
290+ 0.17% |
$7.36K - $7.62K
|
176K
$4.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
275+ 2.81% |
$6.98K - $7.22K
|
10K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
271New |
$6.88K - $7.12K
|
271
$6.88K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
257+ 1.5% |
$6.52K - $6.75K
|
17.4K
$443K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
232New |
$5.89K - $6.09K
|
232
$5.89K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
230+ 1.88% |
$5.84K - $6.04K
|
12.5K
$317K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
225New |
$5.71K - $5.91K
|
225
$5.71K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
223+ 0.12% |
$5.66K - $5.86K
|
182K
$4.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
199+ 12.71% |
$5.05K - $5.23K
|
1.77K
$44.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
160+ 0.3% |
$4.06K - $4.2K
|
53.5K
$1.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
104+ 0.59% |
$2.64K - $2.73K
|
17.8K
$452K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
100New |
$2.54K - $2.63K
|
100
$2.54K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
98+ 0.49% |
$2.49K - $2.57K
|
20.2K
$512K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
96+ 1.06% |
$2.44K - $2.52K
|
9.18K
$233K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
82New |
$2.08K - $2.15K
|
82
$2.08K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
72+ 0.64% |
$1.83K - $1.89K
|
11.4K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
58+ 0.04% |
$1.47K - $1.52K
|
143K
$3.63M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
58New |
$1.47K - $1.52K
|
58
$1.47K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
51+ 0.41% |
$1.29K - $1.34K
|
12.5K
$318K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
44New |
$1.12K - $1.16K
|
44
$1.12K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
40+ 0.37% |
$1.02K - $1.05K
|
10.7K
$272K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
38+ 0.03% |
$964 - $998
|
145K
$3.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
36+ 0.14% |
$914 - $946
|
25K
$634K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
25+ 0.32% |
$635 - $657
|
7.95K
$202K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
25+ 1.5% |
$635 - $657
|
1.69K
$42.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
16+ 1.03% |
$406 - $420
|
1.57K
$39.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
12+ 0.01% |
$305 - $315
|
130K
$3.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
10+ 0.21% |
$254 - $263
|
4.68K
$119K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10+ 1.09% |
$254 - $263
|
927
$23.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9+ 6.52% |
$228 - $236
|
147
$3.73K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 0.21% |
$228 - $236
|
4.3K
$109K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$203 - $210
|
9.41K
$239K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
8+ 0.01% |
$203 - $210
|
94.1K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3+ 0.71% |
$76.1 - $78.8
|
424
$10.8K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 1.23% |
$50.8 - $52.5
|
165
$4.19K
|