Erickson Financial Group, LLC Spdr Nuveen Bloomberg High Yie Transaction History

Erickson Financial Group, LLC

$140 Million
Q4 2024

A detailed history of Erickson Financial Group, LLC transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Erickson Financial Group, LLC holds 142,906 shares of HYMB stock, worth $3.7 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares

142,906

Previous 162,358 11.98%

Holding current value

$3.7 Million

Previous $4.27 Million 14.3%

% of portfolio

2.6%

Previous 3.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$25.3 - $26.31 $492,135 - $511,782	-19,452 Reduced 11.98%	142,906 $3.66 Million
Q3 2024 Nov 08, 2024	SELL	$25.38 - $26.27 $74,261 - $76,866	-2,926 Reduced 1.77%	162,358 $4.27 Million
Q2 2024 Jul 18, 2024	BUY	$25.12 - $25.81 $102,338 - $105,149	4,074 Added 2.53%	165,284 $4.2 Million
Q1 2024 Apr 29, 2024	SELL	$24.95 - $25.69 $358,631 - $369,268	-14,374 Reduced 8.19%	161,210 $4.14 Million
Q4 2023 Jan 18, 2024	BUY	$23.09 - $25.41 $450,001 - $495,215	19,489 Added 12.49%	175,584 $4.44 Million
Q3 2023 Oct 24, 2023	BUY	$23.58 - $25.22 $14,430 - $15,434	612 Added 0.39%	156,095 $3.72 Million
Q2 2023 Jul 13, 2023	SELL	$24.33 - $25.33 $42,747 - $44,504	-1,757 Reduced 1.12%	155,483 $3.89 Million
Q1 2023 Apr 18, 2023	BUY	$24.5 - $50.38 $1.91 Million - $3.92 Million	77,899 Added 98.18%	157,240 $3.94 Million
Q4 2022 Jan 17, 2023	BUY	$23.44 - $50.65 $206,436 - $446,074	8,807 Added 12.49%	79,341 $0
Q3 2022 Oct 17, 2022	BUY	$23.96 - $26.61 $18,976 - $21,075	792 Added 1.14%	70,534 $3.38 Million
Q2 2022 Aug 09, 2022	SELL	$24.46 - $27.54 $28,936 - $32,579	-1,183 Reduced 1.67%	69,742 $3.58 Million
Q1 2022 May 16, 2022	BUY	$27.51 - $30.04 $20,467 - $22,349	744 Added 1.06%	70,925 $3.91 Million
Q4 2021 Apr 01, 2022	BUY	$29.68 - $30.1 $2.08 Million - $2.11 Million	70,181 New	70,181 $4.22 Million

Others Institutions Holding HYMB

# of Institutions

412

Shares Held

84.7M

Call Options Held

9.6K

Put Options Held

3.1K

View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

Ticker HYMB
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Erickson Financial Group, LLC Spdr Nuveen Bloomberg High Yie Transaction History