Purchases and Sales Made in Q4 2024 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q4 2024. 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 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
612KNew |
$15.5M - $16.1M
|
612K
$15.7M
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
429KNew |
$10.8M - $11.3M
|
429K
$11M
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
403K+ 33.73% |
$10.2M - $10.6M
|
1.6M
$41.1M
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
98.2K+ 4.24% |
$2.48M - $2.58M
|
2.41M
$62M
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
95.2KNew |
$2.41M - $2.51M
|
95.2K
$2.45M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
61.2KNew |
$1.55M - $1.61M
|
61.2K
$1.57M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
51.5K+ 31233.33% |
$1.3M - $1.36M
|
51.7K
$1.33M
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
49.8K+ 4.76% |
$1.26M - $1.31M
|
1.1M
$28.2M
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
40.5K+ 8.48% |
$1.03M - $1.07M
|
518K
$13.3M
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
38.6K+ 110.14% |
$978K - $1.02M
|
73.7K
$1.9M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
38K+ 7.34% |
$961K - $1M
|
556K
$14.3M
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
35.5K+ 9.32% |
$898K - $934K
|
416K
$10.7M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
26.7K+ 4.77% |
$676K - $703K
|
587K
$15.1M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.5K+ 21.49% |
$669K - $696K
|
150K
$3.84M
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
26.2K+ 5.49% |
$662K - $688K
|
503K
$12.9M
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
23.9KNew |
$604K - $629K
|
23.9K
$614K
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
21.2K+ 31.15% |
$536K - $557K
|
89.2K
$2.29M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.1KNew |
$507K - $528K
|
20.1K
$516K
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
19.7KNew |
$498K - $518K
|
19.7K
$507K
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.4K+ 9.37% |
$416K - $433K
|
192K
$4.94M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
16.3KNew |
$412K - $428K
|
16.3K
$419K
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
15.6KNew |
$395K - $411K
|
15.6K
$402K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15KNew |
$379K - $394K
|
15K
$385K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.1KNew |
$358K - $372K
|
14.1K
$364K
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
13.8K+ 5.93% |
$349K - $363K
|
246K
$6.34M
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
13.4K+ 64.08% |
$340K - $354K
|
34.4K
$885K
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
13K+ 5.22% |
$329K - $342K
|
262K
$6.73M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.6K+ 30.25% |
$319K - $332K
|
54.3K
$1.4M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
12.5KNew |
$316K - $329K
|
12.5K
$321K
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
11.8K+ 23.5% |
$299K - $311K
|
62.1K
$1.6M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
11.8K+ 4.78% |
$298K - $310K
|
258K
$6.63M
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
11.7KNew |
$295K - $307K
|
11.7K
$300K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.4K+ 59.01% |
$288K - $299K
|
30.6K
$788K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.4K+ 10.16% |
$264K - $274K
|
113K
$2.91M
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$258K - $268K
|
10.2K
$262K
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
9.39KNew |
$238K - $247K
|
9.39K
$241K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.83KNew |
$223K - $232K
|
8.83K
$227K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.64K+ 32.8% |
$219K - $227K
|
35K
$899K
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
8.25KNew |
$209K - $217K
|
8.25K
$212K
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8.15KNew |
$206K - $214K
|
8.15K
$210K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.14K+ 37.46% |
$206K - $214K
|
29.9K
$768K
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
6.64K+ 28.67% |
$168K - $175K
|
29.8K
$766K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
6.47K+ 6.72% |
$164K - $170K
|
103K
$2.64M
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6.18K+ 8.66% |
$156K - $163K
|
77.6K
$1.99M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.98K+ 6.9% |
$151K - $157K
|
92.6K
$2.38M
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
5.68K+ 4.18% |
$144K - $149K
|
141K
$3.63M
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
4.24K+ 15.92% |
$107K - $112K
|
30.9K
$793K
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
4.11K+ 17.22% |
$104K - $108K
|
28K
$720K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4.03KNew |
$102K - $106K
|
4.03K
$104K
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.01K+ 0.84% |
$101K - $105K
|
481K
$12.4M
|