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 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
27.7KNew |
$701K - $729K
|
27.7K
$678K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
26.7K+ 4.77% |
$676K - $703K
|
587K
$14.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.5K+ 21.49% |
$669K - $696K
|
150K
$3.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
26.2K+ 5.49% |
$662K - $688K
|
503K
$12.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
23.9KNew |
$604K - $629K
|
23.9K
$584K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
23.7K+ 3.37% |
$601K - $625K
|
728K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
22.7KNew |
$575K - $598K
|
22.7K
$556K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.5K+ 5.26% |
$569K - $591K
|
450K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
21.2K+ 31.15% |
$536K - $557K
|
89.2K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.1KNew |
$507K - $528K
|
20.1K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19.7K+ 5.17% |
$499K - $519K
|
401K
$9.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
19.7KNew |
$498K - $518K
|
19.7K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.7K+ 27.84% |
$498K - $518K
|
90.4K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
19.2K+ 4.36% |
$487K - $506K
|
461K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
19.2K+ 119.9% |
$486K - $505K
|
35.2K
$862K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19K+ 13.61% |
$481K - $500K
|
159K
$3.88M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.2KNew |
$436K - $453K
|
17.2K
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.4K+ 9.37% |
$416K - $433K
|
192K
$4.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
16.3KNew |
$412K - $428K
|
16.3K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.6K+ 20.79% |
$395K - $411K
|
90.8K
$2.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
15.6KNew |
$395K - $411K
|
15.6K
$382K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15KNew |
$379K - $394K
|
15K
$366K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.1KNew |
$358K - $372K
|
14.1K
$346K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
13.8K+ 5.93% |
$349K - $363K
|
246K
$6.03M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.8K+ 9.2% |
$348K - $362K
|
163K
$3.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
13.6KNew |
$344K - $358K
|
13.6K
$333K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
13.4K+ 64.08% |
$340K - $354K
|
34.4K
$842K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
13K+ 5.22% |
$329K - $342K
|
262K
$6.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.6K+ 30.25% |
$319K - $332K
|
54.3K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
12.5KNew |
$316K - $329K
|
12.5K
$306K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.4K+ 35.36% |
$315K - $327K
|
47.6K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
12.4KNew |
$314K - $327K
|
12.4K
$304K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
12.2K+ 37.74% |
$309K - $321K
|
44.5K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
12.1K+ 3.88% |
$306K - $318K
|
324K
$7.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.1KNew |
$305K - $318K
|
12.1K
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
11.8K+ 23.5% |
$299K - $311K
|
62.1K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
11.8K+ 4.78% |
$298K - $310K
|
258K
$6.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
11.7KNew |
$295K - $307K
|
11.7K
$285K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.4K+ 59.01% |
$288K - $299K
|
30.6K
$749K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11K+ 62.88% |
$277K - $288K
|
28.4K
$695K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
10.5K+ 113.85% |
$266K - $277K
|
19.7K
$483K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.4K+ 10.16% |
$264K - $274K
|
113K
$2.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.2KNew |
$259K - $269K
|
10.2K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
10.2K+ 32.19% |
$258K - $269K
|
41.9K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$258K - $268K
|
10.2K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.83K+ 23.13% |
$249K - $258K
|
52.3K
$1.28M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
9.69KNew |
$245K - $255K
|
9.69K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
9.59KNew |
$243K - $252K
|
9.59K
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
9.48KNew |
$240K - $249K
|
9.48K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
9.48KNew |
$240K - $249K
|
9.48K
$232K
|