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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
3.92K+ 15.5% |
$99.1K - $103K
|
29.2K
$751K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.7K+ 9.73% |
$93.7K - $97.5K
|
41.8K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.6K+ 10.68% |
$91.1K - $94.7K
|
37.3K
$959K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3.46K+ 14.81% |
$87.6K - $91.1K
|
26.8K
$690K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.09K+ 10.87% |
$78.3K - $81.4K
|
31.5K
$811K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
2.9K+ 5.57% |
$73.4K - $76.3K
|
55K
$1.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.62K+ 3.5% |
$66.2K - $68.9K
|
77.4K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.16K+ 22.04% |
$54.6K - $56.8K
|
12K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.14K+ 3.97% |
$54K - $56.2K
|
55.9K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.88KNew |
$47.6K - $49.5K
|
1.88K
$48.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.55K+ 0.85% |
$39.2K - $40.7K
|
184K
$4.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.45K+ 15.63% |
$36.6K - $38.1K
|
10.7K
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
1.24K+ 0.86% |
$31.4K - $32.7K
|
146K
$3.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.22K+ 28.81% |
$30.8K - $32K
|
5.44K
$140K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
1.2K+ 6.14% |
$30.4K - $31.6K
|
20.7K
$533K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.15KNew |
$29.1K - $30.3K
|
1.15K
$29.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.06K+ 4.92% |
$26.7K - $27.8K
|
22.5K
$579K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.05K+ 1.33% |
$26.5K - $27.5K
|
79.9K
$2.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.02K+ 10.87% |
$25.9K - $26.9K
|
10.4K
$268K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
987+ 5.1% |
$25K - $26K
|
20.3K
$523K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
975+ 285.09% |
$24.7K - $25.7K
|
1.32K
$33.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
722+ 7.66% |
$18.3K - $19K
|
10.2K
$261K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
672New |
$17K - $17.7K
|
672
$17.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
670+ 1.6% |
$17K - $17.6K
|
42.7K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
648New |
$16.4K - $17K
|
648
$16.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
635+ 1.14% |
$16.1K - $16.7K
|
56.5K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
617+ 37.01% |
$15.6K - $16.2K
|
2.28K
$58.7K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
609New |
$15.4K - $16K
|
609
$15.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
479+ 4.77% |
$12.1K - $12.6K
|
10.5K
$271K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
466+ 0.99% |
$11.8K - $12.3K
|
47.6K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
465+ 0.84% |
$11.8K - $12.2K
|
55.6K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
420+ 5.24% |
$10.6K - $11.1K
|
8.43K
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
401New |
$10.1K - $10.6K
|
401
$10.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
375+ 2.2% |
$9.49K - $9.87K
|
17.4K
$448K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
180+ 1.91% |
$4.55K - $4.74K
|
9.62K
$247K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
176+ 1.01% |
$4.45K - $4.63K
|
17.6K
$453K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
170+ 1.69% |
$4.3K - $4.47K
|
10.2K
$262K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
141+ 0.79% |
$3.57K - $3.71K
|
18K
$462K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
137+ 0.07% |
$3.47K - $3.6K
|
195K
$5.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
131+ 1.43% |
$3.31K - $3.45K
|
9.31K
$239K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
13+ 1.4% |
$329 - $342
|
940
$24.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3+ 0.04% |
$75.9 - $78.9
|
8.25K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
1+ 0.04% |
$25.3 - $26.3
|
2.79K
$71.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-22- 0.18% |
$557 - $579
|
12.3K
$317K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-85- 0.07% |
$2.15K - $2.24K
|
130K
$3.33M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-100- 1.1% |
$2.53K - $2.63K
|
8.98K
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-119- 0.92% |
$3.01K - $3.13K
|
12.8K
$330K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-147- 0.61% |
$3.72K - $3.87K
|
23.9K
$615K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-154- 0.49% |
$3.9K - $4.05K
|
31.1K
$800K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-236- 1.17% |
$5.97K - $6.21K
|
20K
$513K
|