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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
66.7K+ 9.2% |
$1.54M - $1.69M
|
791K
$20.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
65.2KNew |
$1.5M - $1.66M
|
65.2K
$1.66M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
64.8K+ 10.48% |
$1.5M - $1.65M
|
683K
$17.4M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
60.4KNew |
$1.39M - $1.53M
|
60.4K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
58.2K+ 262.8% |
$1.34M - $1.48M
|
80.4K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
58KNew |
$1.34M - $1.47M
|
58K
$1.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
54.9K+ 586.63% |
$1.27M - $1.39M
|
64.2K
$1.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
53.4KNew |
$1.23M - $1.36M
|
53.4K
$1.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
52.3K+ 1.07% |
$1.21M - $1.33M
|
4.97M
$126M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
50.1KNew |
$1.16M - $1.27M
|
50.1K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
48.6KNew |
$1.12M - $1.24M
|
48.6K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
48.2K+ 50.49% |
$1.11M - $1.23M
|
144K
$3.66M
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
46.8KNew |
$1.08M - $1.19M
|
46.8K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.9K+ 29.25% |
$968K - $1.06M
|
185K
$4.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
41.5K+ 121.29% |
$958K - $1.05M
|
75.7K
$1.93M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
40.2KNew |
$927K - $1.02M
|
40.2K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
39.2KNew |
$904K - $995K
|
39.2K
$997K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
37.2KNew |
$858K - $945K
|
37.2K
$947K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
37K+ 42.07% |
$855K - $941K
|
125K
$3.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
36.9KNew |
$852K - $938K
|
36.9K
$940K
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
36.8K+ 117.12% |
$850K - $936K
|
68.3K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
35.5K+ 21.78% |
$820K - $902K
|
198K
$5.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
35.4K+ 45.14% |
$817K - $899K
|
114K
$2.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
35.1KNew |
$810K - $891K
|
35.1K
$893K
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
33.9KNew |
$783K - $862K
|
33.9K
$863K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32.8K+ 6.97% |
$757K - $833K
|
503K
$12.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
31.1KNew |
$718K - $790K
|
31.1K
$791K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30.1K+ 65.56% |
$696K - $765K
|
76.1K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
29.4KNew |
$680K - $748K
|
29.4K
$749K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
28.8KNew |
$665K - $732K
|
28.8K
$734K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
28.8K+ 241.03% |
$664K - $731K
|
40.7K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
27.8K+ 54.42% |
$643K - $707K
|
79K
$2.01M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
25.8K+ 19.29% |
$595K - $655K
|
159K
$4.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
25.8KNew |
$595K - $655K
|
25.8K
$656K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
25.6KNew |
$590K - $649K
|
25.6K
$651K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
25.2K+ 175.66% |
$583K - $641K
|
39.6K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
23.6K+ 10.7% |
$544K - $599K
|
244K
$6.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
23.5K+ 682.54% |
$543K - $598K
|
27K
$687K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
23.1K+ 54.61% |
$533K - $586K
|
65.3K
$1.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
22.7KNew |
$525K - $578K
|
22.7K
$579K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
22.7K+ 14.64% |
$523K - $576K
|
177K
$4.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
22KNew |
$508K - $559K
|
22K
$560K
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
22K+ 5.59% |
$507K - $558K
|
414K
$10.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
BUY
|
- |
21.7K+ 73.75% |
$501K - $551K
|
51.1K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
21KNew |
$486K - $535K
|
21K
$536K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
20.4KNew |
$472K - $519K
|
20.4K
$520K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
19.7KNew |
$454K - $500K
|
19.7K
$501K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19.6K+ 91.73% |
$453K - $499K
|
41K
$1.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
19.5K+ 12.49% |
$450K - $495K
|
176K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
18.4KNew |
$425K - $468K
|
18.4K
$469K
|