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 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
48New |
$1.11K - $1.22K
|
48
$1.22K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
32New |
$739 - $813
|
32
$815
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
25+ 1.51% |
$577 - $635
|
1.68K
$42.7K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
24New |
$554 - $610
|
24
$611
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
18+ 0.13% |
$416 - $457
|
13.8K
$350K
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
17+ 0.15% |
$393 - $432
|
11.4K
$290K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 0.59% |
$323 - $356
|
2.4K
$61K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 1.08% |
$23.1 - $25.4
|
94
$2.39K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 1.02% |
$23.1 - $25.4
|
97
$2.47K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2- 0.1% |
$46.2 - $50.8
|
2.01K
$51.1K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-4- 0.44% |
$92.4 - $102
|
901
$22.9K
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-9- 6.16% |
$208 - $229
|
137
$3.49K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-80- 8.31% |
$1.85K - $2.03K
|
883
$22.5K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-86Closed |
$1.99K - $2.19K
|
0
$0
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-236- 16.91% |
$5.45K - $6K
|
1.16K
$29.5K
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-238- 0.43% |
$5.5K - $6.05K
|
54.7K
$1.39M
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-250- 2.41% |
$5.77K - $6.35K
|
10.1K
$258K
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-256- 2.42% |
$5.91K - $6.5K
|
10.3K
$263K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-262- 1.27% |
$6.05K - $6.66K
|
20.4K
$519K
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-324- 3.8% |
$7.48K - $8.23K
|
8.21K
$209K
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-350- 0.61% |
$8.08K - $8.89K
|
57.4K
$1.46M
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-384- 3.61% |
$8.87K - $9.76K
|
10.3K
$261K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-437- 2.35% |
$10.1K - $11.1K
|
18.2K
$463K
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-499- 1.62% |
$11.5K - $12.7K
|
30.4K
$774K
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-524- 1.96% |
$12.1K - $13.3K
|
26.2K
$666K
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-586- 1.92% |
$13.5K - $14.9K
|
29.9K
$760K
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-610- 2.25% |
$14.1K - $15.5K
|
26.5K
$673K
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-661- 3.48% |
$15.3K - $16.8K
|
18.4K
$467K
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-757- 2.33% |
$17.5K - $19.2K
|
31.8K
$809K
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-774- 5.51% |
$17.9K - $19.7K
|
13.3K
$338K
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-815- 5.44% |
$18.8K - $20.7K
|
14.2K
$361K
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-850- 6.48% |
$19.6K - $21.6K
|
12.3K
$312K
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-861- 1.19% |
$19.9K - $21.9K
|
71.3K
$1.81M
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-877- 2.01% |
$20.2K - $22.3K
|
42.8K
$1.09M
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-878- 12.56% |
$20.3K - $22.3K
|
6.11K
$156K
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-915- 3.87% |
$21.1K - $23.3K
|
22.7K
$578K
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.22K- 10.74% |
$28.2K - $31.1K
|
10.2K
$259K
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-1.85K- 2.1% |
$42.6K - $46.9K
|
85.9K
$2.19M
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.09K- 8.59% |
$48.1K - $53K
|
22.2K
$565K
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-2.1K- 17.44% |
$48.4K - $53.3K
|
9.92K
$253K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.12K- 57.77% |
$49K - $53.9K
|
1.55K
$39.5K
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.22K- 12.06% |
$51.2K - $56.3K
|
16.2K
$412K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.34K- 7.26% |
$54.1K - $59.6K
|
30K
$763K
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.48K- 2.44% |
$57.2K - $63K
|
98.9K
$2.52M
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-2.49K- 5.06% |
$57.4K - $63.2K
|
46.6K
$1.19M
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.97K- 9.09% |
$68.5K - $75.4K
|
29.7K
$755K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.43K- 15.94% |
$79.3K - $87.2K
|
18.1K
$461K
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-3.92K- 4.58% |
$90.5K - $99.6K
|
81.7K
$2.08M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.37K- 7.34% |
$101K - $111K
|
55.1K
$1.4M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.32K- 38.51% |
$123K - $135K
|
8.49K
$216K
|