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
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-742- 6.26% |
$18.8K - $19.5K
|
11.1K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-758- 4.1% |
$19.2K - $19.9K
|
17.7K
$446K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-805- 3.7% |
$20.4K - $21.2K
|
20.9K
$527K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-880- 8.92% |
$22.3K - $23.2K
|
8.99K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-946- 8.56% |
$23.9K - $24.9K
|
10.1K
$255K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-965- 8.99% |
$24.4K - $25.4K
|
9.77K
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1K- 3.7% |
$25.3K - $26.3K
|
26.1K
$656K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.17K- 4.75% |
$29.7K - $30.9K
|
23.5K
$592K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.17K- 12.75% |
$29.7K - $30.9K
|
8.02K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.2K- 2.05% |
$30.3K - $31.5K
|
57.1K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.23K- 6.7% |
$31.1K - $32.4K
|
17.1K
$432K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.27K- 12.18% |
$32.1K - $33.4K
|
9.16K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.4K- 5.23% |
$35.5K - $36.9K
|
25.4K
$640K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.53K- 3.94% |
$38.7K - $40.2K
|
37.3K
$940K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.53K- 1.29% |
$38.8K - $40.3K
|
118K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.55K- 8.81% |
$39.2K - $40.8K
|
16K
$404K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-1.62K- 0.85% |
$41K - $42.6K
|
189K
$4.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.89K- 0.83% |
$47.7K - $49.6K
|
224K
$5.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.97K- 9.62% |
$49.8K - $51.8K
|
18.5K
$466K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.46K- 12.19% |
$62.2K - $64.7K
|
17.7K
$446K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2.52K- 12.95% |
$63.7K - $66.2K
|
16.9K
$426K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-2.54K- 2.91% |
$64.2K - $66.7K
|
84.6K
$2.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.54K- 19.89% |
$64.4K - $66.9K
|
10.2K
$258K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.9K- 6.51% |
$73.4K - $76.3K
|
41.6K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.91K- 6.56% |
$73.7K - $76.6K
|
41.5K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.23K- 1.7% |
$81.6K - $84.8K
|
186K
$4.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-3.26K- 3.46% |
$82.4K - $85.7K
|
90.9K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-3.51K- 5.98% |
$88.9K - $92.4K
|
55.2K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-3.58K- 28.53% |
$90.5K - $94.1K
|
8.96K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-3.78K- 14.35% |
$95.7K - $99.5K
|
22.6K
$569K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-4.16K- 4.01% |
$105K - $109K
|
99.6K
$2.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.26K- 12.55% |
$108K - $112K
|
29.7K
$747K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.32K- 11.75% |
$109K - $114K
|
32.4K
$817K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-4.44K- 34.97% |
$112K - $117K
|
8.25K
$208K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4.52K- 28.05% |
$114K - $119K
|
11.6K
$292K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-4.75K- 4.95% |
$120K - $125K
|
91.1K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.11K- 4.25% |
$129K - $134K
|
115K
$2.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-5.19K- 4.46% |
$131K - $137K
|
111K
$2.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-5.4K- 15.78% |
$137K - $142K
|
28.8K
$726K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.43K- 15.03% |
$137K - $143K
|
30.7K
$773K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-5.65K- 6.44% |
$143K - $149K
|
82.1K
$2.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-6.12K- 19.8% |
$155K - $161K
|
24.8K
$625K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.19K- 11.23% |
$157K - $163K
|
48.9K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.57K- 30.07% |
$166K - $173K
|
15.3K
$385K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.02K- 18.84% |
$177K - $185K
|
30.2K
$761K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-7.75K- 7.73% |
$196K - $204K
|
92.6K
$2.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-8.39K- 26.01% |
$212K - $221K
|
23.9K
$601K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-8.66K- 5.59% |
$219K - $228K
|
146K
$3.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-8.66K- 4.33% |
$219K - $228K
|
191K
$4.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-9.1K- 35.22% |
$230K - $239K
|
16.7K
$422K
|