Basepoint Wealth LLC Spdr Nuveen Bloomberg High Yie Transaction History

Basepoint Wealth LLC

$129 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Oct 16, 2025	SELL	$25.12 - $25.81 $203,547 - $209,138	-8,103 Closed	0 $0
Q1 2024 Oct 16, 2025	BUY	$24.95 - $25.69 $202,169 - $208,166	8,103 New	8,103 $208 Million

Others Institutions Holding HYMB

# of Institutions

434

Shares Held

86.1M

Call Options Held

639K

Put Options Held

0

Sei Investments CO Oaks, PA

6.7M
Shares

$168 Million
0.2% of portfolio
Raymond James Financial Inc St. Petersburg, FL

6.16M
Shares

$155 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

5.18M
Shares

$130 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

5.07M
Shares

$128 Million
0.03% of portfolio
Raymond James & Associates St Petersburg, FL

4.85M
Shares

$122 Million
0.08% of portfolio

About SPDR NUVEEN BLOOMBERG HIGH YIE

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