Latest Institutional Transactions on Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg High Yie (HYMB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
2.09K+ 4.77% |
$49.2K - $52.6K
|
45.8K
$1.17M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-34KClosed |
$826K - $860K
|
0
$0
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-6.76KClosed |
$164K - $171K
|
0
$0
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
30+ 1.02% |
$730 - $760
|
2.98K
$76.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
432+ 21.6% |
$10.5K - $10.9K
|
2.43K
$62.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.49K+ 22.26% |
$60.6K - $63.1K
|
13.7K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
745+ 7.91% |
$18.1K - $18.9K
|
10.2K
$260K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8K- 37.83% |
$195K - $203K
|
13.1K
$336K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5.69KNew |
$139K - $144K
|
5.69K
$145K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-59- 0.28% |
$1.44K - $1.49K
|
20.9K
$535K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-1.08K- 9.26% |
$26.4K - $27.5K
|
10.6K
$271K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
24.6K+ 107.88% |
$598K - $622K
|
47.3K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
112KNew |
$2.74M - $2.85M
|
112K
$2.87M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1.08KNew |
$26.3K - $27.3K
|
1.08K
$27.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-8.76K- 11.72% |
$213K - $222K
|
65.9K
$1.68M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 0.09% |
$146 - $152
|
6.57K
$168K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-247- 1.53% |
$6.01K - $6.26K
|
15.9K
$406K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
140New |
$3.41K - $3.55K
|
140
$3.57K
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-4.37K- 31.42% |
$106K - $111K
|
9.54K
$244K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.5KNew |
$329K - $342K
|
13.5K
$345K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-40- 11.11% |
$973 - $1.01K
|
320
$8.17K
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
8.11K+ 93.24% |
$197K - $205K
|
16.8K
$429K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 100.0% |
$245 - $504
|
20
$511
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
76+ 100.0% |
$1.86K - $3.83K
|
152
$3.88K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4.08KNew |
$99.9K - $205K
|
4.08K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.26KNew |
$227K - $467K
|
9.26K
$236K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15.1K- 61.44% |
$369K - $760K
|
9.47K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
610+ 100.0% |
$14.9K - $30.7K
|
1.22K
$31.1K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5.49K+ 35.4% |
$134K - $276K
|
21K
$536K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
270+ 100.0% |
$6.62K - $13.6K
|
540
$13.8K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
623+ 100.0% |
$15.3K - $31.4K
|
1.25K
$31.8K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.3K+ 100.0% |
$130K - $267K
|
10.6K
$270K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
10.5K+ 97.19% |
$256K - $527K
|
21.2K
$542K
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
58+ 100.0% |
$1.42K - $2.92K
|
116
$2.96K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.66K+ 100.0% |
$114K - $235K
|
9.32K
$238K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.07K- 64.89% |
$26.3K - $54K
|
580
$14.8K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.52K+ 58.31% |
$86.2K - $177K
|
9.55K
$244K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.84K+ 100.0% |
$143K - $294K
|
11.7K
$298K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
4.55K+ 96.16% |
$112K - $229K
|
9.29K
$237K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.95K+ 58.11% |
$72.3K - $149K
|
8.03K
$205K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.1K+ 100.0% |
$174K - $358K
|
14.2K
$363K
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
3.41K+ 65.78% |
$83.4K - $172K
|
8.58K
$219K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
18.4K+ 83.48% |
$451K - $928K
|
40.5K
$1.03M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
16+ 100.0% |
$392 - $806
|
32
$817
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.69K+ 64.55% |
$90.5K - $186K
|
9.41K
$240K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
50New |
$1.23K - $2.52K
|
50
$1.28K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
860New |
$21.1K - $43.3K
|
860
$22K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-278K- 87.32% |
$6.81M - $14M
|
40.4K
$1.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
20KNew |
$490K - $1.01M
|
20K
$511K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
1.8K+ 99.94% |
$44K - $90.5K
|
3.59K
$91.7K
|
|