A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 560,119 shares of HYMB stock, worth $14.5 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
560,119
Previous 533,459 5.0%
Holding current value
$14.5 Million
Previous $13.6 Million 8.42%
% of portfolio
0.41%
Previous 0.4%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$25.38 - $26.27 $676,630 - $700,358
26,660 Added 5.0%
560,119 $14.7 Million
Q2 2024

Aug 09, 2024

BUY
$25.12 - $25.81 $84,880 - $87,211
3,379 Added 0.64%
533,459 $13.6 Million
Q1 2024

May 06, 2024

BUY
$24.95 - $25.69 $998,174 - $1.03 Million
40,007 Added 8.16%
530,080 $13.6 Million
Q4 2023

Feb 06, 2024

SELL
$23.09 - $25.41 $1.15 Million - $1.27 Million
-49,969 Reduced 9.25%
490,073 $12.4 Million
Q3 2023

Nov 02, 2023

BUY
$23.58 - $25.22 $1.94 Million - $2.07 Million
82,198 Added 17.95%
540,042 $12.9 Million
Q2 2023

Aug 11, 2023

BUY
$24.33 - $25.33 $1.68 Million - $1.75 Million
68,897 Added 17.71%
457,844 $11.5 Million
Q1 2023

May 09, 2023

BUY
$24.5 - $50.38 $5.05 Million - $10.4 Million
206,145 Added 112.77%
388,947 $9.74 Million
Q4 2022

Feb 07, 2023

BUY
$23.44 - $50.65 $404,550 - $874,168
17,259 Added 10.43%
182,802 $8.95 Million
Q3 2022

Nov 02, 2022

BUY
$23.96 - $26.61 $1.04 Million - $1.16 Million
43,563 Added 35.71%
165,543 $7.93 Million
Q2 2022

Aug 02, 2022

SELL
$24.46 - $27.54 $1.45 Million - $1.63 Million
-59,172 Reduced 32.66%
121,980 $6.27 Million
Q1 2022

May 13, 2022

SELL
$27.51 - $30.04 $219,089 - $239,238
-7,964 Reduced 4.21%
181,152 $9.99 Million
Q4 2021

Feb 14, 2022

BUY
$29.68 - $30.1 $633,163 - $642,123
21,333 Added 12.71%
189,116 $11.4 Million
Q3 2021

Nov 02, 2021

BUY
$29.98 - $30.58 $353,823 - $360,905
11,802 Added 7.57%
167,783 $10.1 Million
Q2 2021

Aug 12, 2021

BUY
$29.57 - $30.41 $997,691 - $1.03 Million
33,740 Added 27.6%
155,981 $9.49 Million
Q1 2021

May 17, 2021

SELL
$29.35 - $30.12 $559,909 - $574,599
-19,077 Reduced 13.5%
122,241 $7.25 Million
Q4 2020

Feb 12, 2021

BUY
$28.28 - $29.5 $103,476 - $107,940
3,659 Added 2.66%
141,318 $8.34 Million
Q3 2020

Nov 12, 2020

BUY
$28.09 - $28.75 $187,809 - $192,222
6,686 Added 5.1%
137,659 $7.83 Million
Q2 2020

Aug 12, 2020

SELL
$26.11 - $28.18 $861 - $929
-33 Reduced 0.03%
130,973 $7.38 Million
Q1 2020

May 11, 2020

SELL
$21.48 - $30.58 $2.22 Million - $3.16 Million
-103,306 Reduced 44.09%
131,006 $7.17 Million
Q4 2019

Feb 13, 2020

BUY
$29.33 - $29.7 $65,376 - $66,201
2,229 Added 0.96%
234,312 $13.8 Million
Q3 2019

Nov 13, 2019

SELL
$29.33 - $29.71 $336,239 - $340,595
-11,464 Reduced 4.71%
232,083 $13.8 Million
Q2 2019

Aug 12, 2019

SELL
N/A
-782 Reduced 0.32%
243,547 $14.2 Million
Q1 2019

May 13, 2019

BUY
N/A
45,217 Added 22.71%
244,329 $14 Million
Q4 2018

Feb 13, 2019

BUY
N/A
10,199 Added 5.4%
199,112 $11.2 Million
Q3 2018

Nov 13, 2018

BUY
N/A
10,519 Added 5.9%
188,913 $10.6 Million
Q2 2018

Aug 13, 2018

BUY
N/A
19,075 Added 11.97%
178,394 $10.1 Million
Q1 2018

May 14, 2018

BUY
N/A
30,979 Added 24.14%
159,319 $8.88 Million
Q1 2018

May 14, 2018

BUY
N/A
6,102 Added 4.99%
128,340 $8.88 Million
Q4 2017

Feb 12, 2018

BUY
N/A
2,301 Added 1.92%
122,238 $6.8 Million
Q3 2017

Nov 13, 2017

BUY
N/A
15,200 Added 14.51%
119,937 $6.85 Million
Q2 2017

Aug 10, 2017

BUY
N/A
104,737
104,737 $5.95 Million

Others Institutions Holding HYMB

About SPDR NUVEEN BLOOMBERG HIGH YIE


  • Ticker HYMB
  • Sector ETFs
  • Industry ETFs
More about HYMB
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.