Purchases and Sales Made in Q4 2023 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.82M+ 201.89% |
$134M - $148M
|
8.71M
$222M
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.25MNew |
$52M - $57.3M
|
2.25M
$57.4M
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2.25MNew |
$51.8M - $57.1M
|
2.25M
$57.2M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2M+ 58.6% |
$46.2M - $50.8M
|
5.41M
$138M
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
987K+ 15.05% |
$22.8M - $25.1M
|
7.54M
$192M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
699K+ 64.04% |
$16.1M - $17.8M
|
1.79M
$45.6M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
645K+ 15.14% |
$14.9M - $16.4M
|
4.91M
$125M
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
602KNew |
$13.9M - $15.3M
|
602K
$15.3M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
520K+ 23.66% |
$12M - $13.2M
|
2.72M
$69.2M
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
496K+ 839.36% |
$11.4M - $12.6M
|
555K
$14.1M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
426K+ 17.82% |
$9.85M - $10.8M
|
2.82M
$71.8M
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
364K+ 38755.21% |
$8.41M - $9.26M
|
365K
$9.3M
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
344K+ 761.14% |
$7.95M - $8.74M
|
389K
$9.91M
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
285K+ 802.49% |
$6.57M - $7.23M
|
320K
$8.15M
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
271KNew |
$6.27M - $6.9M
|
271K
$6.91M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
268K+ 604.74% |
$6.18M - $6.8M
|
312K
$7.94M
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
254K+ 41.35% |
$5.86M - $6.45M
|
868K
$22.1M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
237K+ 422.9% |
$5.47M - $6.02M
|
293K
$7.46M
|
|
Jan 25, 2024
Q4 2023
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
225KNew |
$5.2M - $5.72M
|
225K
$5.73M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
219K+ 45.91% |
$5.05M - $5.56M
|
696K
$17.7M
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
208KNew |
$4.79M - $5.28M
|
208K
$5.29M
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
181KNew |
$4.19M - $4.61M
|
181K
$4.62M
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
170K+ 270.9% |
$3.92M - $4.31M
|
232K
$5.92M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
168K+ 342.04% |
$3.89M - $4.28M
|
218K
$5.54M
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
165KNew |
$3.81M - $4.19M
|
165K
$4.2M
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
162KNew |
$3.73M - $4.11M
|
162K
$4.12M
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
156K+ 1695.05% |
$3.61M - $3.98M
|
166K
$4.22M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
147K+ 64.94% |
$3.4M - $3.74M
|
374K
$9.51M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
143KNew |
$3.3M - $3.64M
|
143K
$3.64M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
141K+ 480.42% |
$3.26M - $3.59M
|
171K
$4.35M
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
138K+ 1410.35% |
$3.19M - $3.52M
|
148K
$3.77M
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
130KNew |
$3M - $3.3M
|
130K
$3.31M
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
129KNew |
$2.99M - $3.29M
|
129K
$3.29M
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
123K+ 110.12% |
$2.85M - $3.14M
|
236K
$6M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
121K+ 45.1% |
$2.79M - $3.07M
|
389K
$9.9M
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
110KNew |
$2.55M - $2.8M
|
110K
$2.81M
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
100KNew |
$2.31M - $2.55M
|
100K
$2.55M
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
98.1KNew |
$2.27M - $2.49M
|
98.1K
$2.5M
|
|
Feb 14, 2024
Q4 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
92.4KNew |
$2.13M - $2.35M
|
92.4K
$2.35M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
90.5K+ 426.61% |
$2.09M - $2.3M
|
112K
$2.85M
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
89.4K+ 623.28% |
$2.06M - $2.27M
|
104K
$2.64M
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
88.3KNew |
$2.04M - $2.24M
|
88.3K
$2.25M
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
83.5K+ 171.25% |
$1.93M - $2.12M
|
132K
$3.37M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
79K+ 4.62% |
$1.82M - $2.01M
|
1.79M
$45.6M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
77.3KNew |
$1.78M - $1.96M
|
77.3K
$1.97M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
76KNew |
$1.76M - $1.93M
|
76K
$1.94M
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
73.8K+ 165.24% |
$1.7M - $1.87M
|
118K
$3.02M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
70.4K+ 170.0% |
$1.63M - $1.79M
|
112K
$2.85M
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
69.8KNew |
$1.61M - $1.77M
|
69.8K
$1.78M
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
68.1K+ 112.24% |
$1.57M - $1.73M
|
129K
$3.28M
|