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
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.3K+ 31.83% |
$423K - $466K
|
75.9K
$1.93M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
18.2KNew |
$419K - $461K
|
18.2K
$462K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
17.4K+ 48.94% |
$402K - $442K
|
53K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
16.8KNew |
$387K - $426K
|
16.8K
$426K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
16.5K+ 6.72% |
$382K - $421K
|
263K
$6.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.2K+ 61.5% |
$374K - $412K
|
42.5K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.1K+ 107.47% |
$348K - $383K
|
29.1K
$742K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.8K+ 560.77% |
$342K - $376K
|
17.4K
$444K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
14.6KNew |
$336K - $370K
|
14.6K
$371K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.6KNew |
$314K - $345K
|
13.6K
$346K
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
13.3K+ 21.82% |
$307K - $338K
|
74.3K
$1.89M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13.1KNew |
$302K - $332K
|
13.1K
$333K
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
13KNew |
$301K - $331K
|
13K
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
13KNew |
$299K - $329K
|
13K
$330K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
12.8KNew |
$297K - $326K
|
12.8K
$327K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
12.8K+ 13.6% |
$295K - $325K
|
107K
$2.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
12.6KNew |
$292K - $321K
|
12.6K
$322K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
12.6K+ 5.73% |
$291K - $321K
|
233K
$5.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
12.2K+ 25.08% |
$282K - $310K
|
60.8K
$1.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.1KNew |
$279K - $306K
|
12.1K
$307K
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
12K+ 648.65% |
$277K - $305K
|
13.9K
$353K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
11.7K+ 84.87% |
$270K - $297K
|
25.4K
$648K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
11.6K+ 64.04% |
$269K - $296K
|
29.8K
$759K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
11.5KNew |
$264K - $291K
|
11.5K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.4K+ 8.83% |
$263K - $290K
|
141K
$3.58M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
11.4K+ 50.48% |
$263K - $289K
|
33.9K
$863K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.1K+ 37.29% |
$256K - $281K
|
40.8K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
10.4KNew |
$240K - $264K
|
10.4K
$265K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
10.1KNew |
$233K - $256K
|
10.1K
$257K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
10KNew |
$232K - $255K
|
10K
$255K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
10KNew |
$231K - $254K
|
10K
$255K
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9.99KNew |
$231K - $254K
|
9.99K
$254K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
9.93K+ 14.22% |
$229K - $252K
|
79.7K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.65K+ 57.19% |
$223K - $245K
|
26.5K
$675K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9.01K+ 28.14% |
$208K - $229K
|
41K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.88KNew |
$205K - $226K
|
8.88K
$226K
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
8.4KNew |
$194K - $213K
|
8.4K
$214K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
8.25K+ 103.13% |
$190K - $210K
|
16.3K
$414K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
8.01KNew |
$185K - $204K
|
8.01K
$204K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7.95KNew |
$184K - $202K
|
7.95K
$203K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.91KNew |
$183K - $201K
|
7.91K
$201K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
7.91KNew |
$183K - $201K
|
7.91K
$201K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.83K+ 2.65% |
$181K - $199K
|
303K
$7.73M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7.8K+ 390.1% |
$180K - $198K
|
9.8K
$250K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
7.47KNew |
$173K - $190K
|
7.47K
$190K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
7.17K+ 63.99% |
$166K - $182K
|
18.4K
$468K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7.13KNew |
$165K - $181K
|
7.13K
$182K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.72K+ 20.02% |
$155K - $171K
|
40.3K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6.14K+ 31.38% |
$142K - $156K
|
25.7K
$655K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6K+ 84.45% |
$138K - $152K
|
13.1K
$333K
|