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 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-6.15K- 13.13% |
$142K - $156K
|
40.7K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.23K- 11.72% |
$144K - $158K
|
46.9K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-6.57K- 32.67% |
$152K - $167K
|
13.5K
$345K
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-6.64K- 20.61% |
$153K - $169K
|
25.6K
$652K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-6.91K- 9.63% |
$160K - $176K
|
64.8K
$1.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-7.15K- 16.81% |
$165K - $182K
|
35.3K
$900K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.23K- 33.08% |
$167K - $184K
|
14.6K
$372K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-8.37K- 19.75% |
$193K - $213K
|
34K
$866K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-8.61K- 22.31% |
$199K - $219K
|
30K
$764K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-8.78K- 48.96% |
$203K - $223K
|
9.15K
$233K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-9.13K- 4.0% |
$211K - $232K
|
219K
$5.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-9.99K- 31.98% |
$231K - $254K
|
21.3K
$541K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-11.2K- 37.47% |
$260K - $286K
|
18.8K
$478K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-11.5K- 46.65% |
$266K - $292K
|
13.2K
$335K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.6K- 2.63% |
$267K - $294K
|
429K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-12.6K- 18.36% |
$291K - $321K
|
56.1K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-13.2K- 14.96% |
$304K - $335K
|
74.9K
$1.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-13.8K- 13.83% |
$318K - $350K
|
85.7K
$2.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14.1K- 48.77% |
$326K - $358K
|
14.8K
$377K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-16.1K- 3.52% |
$372K - $409K
|
441K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-18.7K- 45.61% |
$432K - $475K
|
22.3K
$568K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-19.4K- 41.32% |
$448K - $493K
|
27.6K
$702K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-24.8K- 60.56% |
$572K - $630K
|
16.1K
$411K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-28.8K- 36.49% |
$665K - $732K
|
50.2K
$1.28M
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-30K- 51.73% |
$692K - $761K
|
28K
$712K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-31.6K- 38.31% |
$730K - $803K
|
50.9K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-33K- 18.33% |
$762K - $838K
|
147K
$3.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-37.1K- 13.95% |
$857K - $944K
|
229K
$5.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-50K- 9.25% |
$1.15M - $1.27M
|
490K
$12.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-53.1K- 11.06% |
$1.23M - $1.35M
|
427K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-65.9K- 74.22% |
$1.52M - $1.68M
|
22.9K
$583K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-66.4K- 32.52% |
$1.53M - $1.69M
|
138K
$3.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-67.3K- 24.76% |
$1.55M - $1.71M
|
205K
$5.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-70.1K- 81.95% |
$1.62M - $1.78M
|
15.4K
$393K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-75.4K- 47.48% |
$1.74M - $1.91M
|
83.3K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-128K- 4.24% |
$2.96M - $3.25M
|
2.89M
$73.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-134K- 66.0% |
$3.09M - $3.41M
|
69.1K
$1.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-181K- 81.52% |
$4.18M - $4.6M
|
41.1K
$1.05M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-214K- 53.66% |
$4.95M - $5.45M
|
185K
$4.71M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-334K- 64.57% |
$7.71M - $8.49M
|
183K
$4.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-394K- 35.39% |
$9.11M - $10M
|
720K
$18.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-420K- 56.43% |
$9.69M - $10.7M
|
324K
$8.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-499K- 92.23% |
$11.5M - $12.7M
|
42.1K
$1.07M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-539K- 85.29% |
$12.4M - $13.7M
|
92.9K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-997K- 43.17% |
$23M - $25.3M
|
1.31M
$33.4M
|