Purchases and Sales Made in Q4 2022 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.84K- 6.75% |
$43.1K - $93K
|
25.4K
$660K
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-1.96K- 27.22% |
$46K - $99.5K
|
5.25K
$137K
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-2.02K- 4.63% |
$47.4K - $102K
|
41.7K
$1.08M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.42K- 19.01% |
$56.8K - $123K
|
10.3K
$268K
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
SELL
|
- |
-2.98K- 32.17% |
$69.8K - $151K
|
6.28K
$163K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.02K- 47.75% |
$70.8K - $153K
|
3.3K
$85.9K
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.2K- 34.66% |
$75K - $162K
|
6.03K
$157K
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.67K- 35.03% |
$86K - $186K
|
6.8K
$177K
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-3.79K- 43.68% |
$88.8K - $192K
|
4.88K
$127K
|
|
Jan 18, 2023
Q4 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-3.81K- 29.94% |
$89.2K - $193K
|
8.91K
$232K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.87K- 17.25% |
$90.8K - $196K
|
18.6K
$483K
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-4.12K- 7.82% |
$96.5K - $208K
|
48.5K
$1.26M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.43K- 31.19% |
$104K - $225K
|
9.78K
$254K
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
SELL
|
- |
-4.49K- 12.26% |
$105K - $228K
|
32.1K
$836K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4.52K- 59.56% |
$106K - $229K
|
3.07K
$79.8K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.81K- 8.58% |
$113K - $243K
|
51.2K
$1.33M
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-4.93KClosed |
$115K - $249K
|
0
$0
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-5.68K- 52.3% |
$133K - $288K
|
5.18K
$135K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.42K- 34.4% |
$151K - $325K
|
12.2K
$318K
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-6.55K- 25.98% |
$153K - $332K
|
18.6K
$485K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.63K- 54.88% |
$155K - $336K
|
5.45K
$142K
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-6.74K- 57.67% |
$158K - $341K
|
4.95K
$129K
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-7.08K- 24.3% |
$166K - $359K
|
22.1K
$574K
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-7.09K- 61.97% |
$166K - $359K
|
4.35K
$113K
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-7.53K- 54.97% |
$177K - $381K
|
6.17K
$160K
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-7.62K- 50.0% |
$179K - $386K
|
7.62K
$198K
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.82K- 60.46% |
$183K - $396K
|
5.11K
$133K
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-8.07K- 40.09% |
$189K - $408K
|
12.1K
$314K
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.49K- 22.57% |
$199K - $430K
|
29.1K
$758K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.1K- 92.21% |
$236K - $510K
|
850
$22.1K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.5K- 50.01% |
$247K - $533K
|
10.5K
$273K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-11.2K- 64.75% |
$263K - $568K
|
6.1K
$159K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.6K- 68.91% |
$272K - $588K
|
5.23K
$136K
|
|
Jan 30, 2023
Q4 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-12.8K- 18.47% |
$299K - $646K
|
56.3K
$1.46M
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-13.2K- 16.32% |
$309K - $668K
|
67.7K
$1.76M
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-14.7K- 76.43% |
$345K - $744K
|
4.53K
$118K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-16.4K- 30.28% |
$384K - $830K
|
37.7K
$981K
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-16.6K- 80.37% |
$389K - $841K
|
4.05K
$105K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18.6K- 49.36% |
$436K - $943K
|
19.1K
$497K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19.8K- 63.27% |
$463K - $1M
|
11.5K
$298K
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-25.2K- 29.77% |
$592K - $1.28M
|
59.5K
$1.55M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-32.7K- 3.08% |
$766K - $1.65M
|
1.03M
$26.8M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-33.5K- 44.72% |
$785K - $1.7M
|
41.4K
$1.08M
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-39.9K- 13.3% |
$935K - $2.02M
|
260K
$6.76M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-51.6K- 50.18% |
$1.21M - $2.61M
|
51.2K
$1.33M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-63.6K- 20.11% |
$1.49M - $3.22M
|
253K
$6.57M
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-104K- 48.62% |
$2.44M - $5.27M
|
110K
$2.86M
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-180K- 77.69% |
$4.22M - $9.13M
|
51.7K
$1.35M
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-351K- 27.69% |
$8.22M - $17.8M
|
916K
$23.8M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-500K- 94.85% |
$11.7M - $25.3M
|
27.2K
$707K
|