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 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-259- 1.56% |
$6.55K - $6.81K
|
16.4K
$421K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-262- 1.29% |
$6.63K - $6.89K
|
20.1K
$516K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-338- 3.46% |
$8.55K - $8.89K
|
9.43K
$242K
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-478- 1.56% |
$12.1K - $12.6K
|
30.2K
$776K
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-512- 1.65% |
$13K - $13.5K
|
30.6K
$787K
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-544- 1.22% |
$13.8K - $14.3K
|
44K
$1.13M
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-564- 2.02% |
$14.3K - $14.8K
|
27.3K
$702K
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-596- 3.69% |
$15.1K - $15.7K
|
15.6K
$400K
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-758- 4.1% |
$19.2K - $19.9K
|
17.7K
$456K
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-805- 3.7% |
$20.4K - $21.2K
|
20.9K
$538K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-880- 8.92% |
$22.3K - $23.2K
|
8.99K
$231K
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1K- 3.7% |
$25.3K - $26.3K
|
26.1K
$670K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.17K- 4.75% |
$29.7K - $30.9K
|
23.5K
$605K
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.17K- 12.75% |
$29.7K - $30.9K
|
8.02K
$206K
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.23K- 6.7% |
$31.1K - $32.4K
|
17.1K
$441K
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.27K- 12.18% |
$32.1K - $33.4K
|
9.16K
$235K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.4K- 5.23% |
$35.5K - $36.9K
|
25.4K
$653K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.53K- 1.29% |
$38.8K - $40.3K
|
118K
$3.03M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-1.62K- 0.85% |
$41K - $42.6K
|
189K
$4.87M
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.89K- 0.83% |
$47.7K - $49.6K
|
224K
$5.76M
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.46K- 12.19% |
$62.2K - $64.7K
|
17.7K
$456K
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2.52K- 12.95% |
$63.7K - $66.2K
|
16.9K
$435K
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.9K- 6.51% |
$73.4K - $76.3K
|
41.6K
$1.07M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.91K- 6.56% |
$73.7K - $76.6K
|
41.5K
$1.07M
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-3.26K- 3.46% |
$82.4K - $85.7K
|
90.9K
$2.34M
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-3.58K- 28.53% |
$90.5K - $94.1K
|
8.96K
$230K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.26K- 12.55% |
$108K - $112K
|
29.7K
$763K
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-4.44K- 34.97% |
$112K - $117K
|
8.25K
$212K
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-4.75K- 4.95% |
$120K - $125K
|
91.1K
$2.34M
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-5.4K- 15.78% |
$137K - $142K
|
28.8K
$741K
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-5.65K- 6.44% |
$143K - $149K
|
82.1K
$2.11M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.02K- 18.84% |
$177K - $185K
|
30.2K
$777K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-7.75K- 7.73% |
$196K - $204K
|
92.6K
$2.38M
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-8.66K- 5.59% |
$219K - $228K
|
146K
$3.76M
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-8.66K- 4.33% |
$219K - $228K
|
191K
$4.92M
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-9.1K- 35.22% |
$230K - $239K
|
16.7K
$430K
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-9.63K- 18.52% |
$244K - $253K
|
42.4K
$1.09M
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-11.6K- 3.07% |
$294K - $306K
|
367K
$9.42M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-12.5K- 13.26% |
$317K - $329K
|
81.9K
$2.11M
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-14.5K- 30.96% |
$367K - $382K
|
32.4K
$832K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-18.7K- 6.99% |
$473K - $491K
|
249K
$6.39M
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-19.5K- 11.98% |
$492K - $512K
|
143K
$3.67M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24.6K- 18.22% |
$623K - $648K
|
111K
$2.84M
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-28.6K- 66.52% |
$723K - $752K
|
14.4K
$370K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-54K- 10.12% |
$1.37M - $1.42M
|
479K
$12.3M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-68.6K- 24.26% |
$1.74M - $1.8M
|
214K
$5.51M
|