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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-42.9K- 6.85% |
$1.08M - $1.11M
|
583K
$14.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
414+ 2.71% |
$10.4K - $10.7K
|
15.7K
$387K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-242- 22.08% |
$6.08K - $6.25K
|
854
$21K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
41.4KNew |
$1.04M - $1.07M
|
41.4K
$1.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
169+ 301.79% |
$4.25K - $4.36K
|
225
$5.54K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
250New |
$6.28K - $6.45K
|
250
$6.16K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-6.77K- 45.76% |
$170K - $175K
|
8.03K
$198K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.59% |
$25.1 - $25.8
|
170
$4.19K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
225New |
$5.65K - $5.81K
|
225
$5.54K
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-39- 0.48% |
$980 - $1.01K
|
8.02K
$198K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 1.57% |
$50.2 - $51.6
|
129
$3.18K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-509- 2.88% |
$12.8K - $13.1K
|
17.2K
$423K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.1KNew |
$453K - $466K
|
18.1K
$445K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-70- 77.78% |
$1.76K - $1.81K
|
20
$493
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
16.3KNew |
$410K - $421K
|
16.3K
$402K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.7KNew |
$93K - $95.6K
|
3.7K
$91.2K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-206- 88.03% |
$5.14K - $5.29K
|
28
$690
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.5K+ 21.74% |
$413K - $425K
|
92.6K
$2.28M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.5KNew |
$637K - $656K
|
25.5K
$629K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.72K+ 3.48% |
$92.7K - $95.5K
|
110K
$2.72M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-591- 1.22% |
$14.7K - $15.2K
|
48K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15+ 0.11% |
$374 - $385
|
13.3K
$328K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-14.6KClosed |
$363K - $374K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
5.9KNew |
$147K - $151K
|
5.9K
$145K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-56- 0.27% |
$1.4K - $1.44K
|
20.3K
$501K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
55New |
$1.37K - $1.41K
|
55
$1.36K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.41KNew |
$60.1K - $61.9K
|
2.41K
$59.4K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.13K+ 2.58% |
$28.1K - $28.9K
|
44.7K
$1.1M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.95K- 39.5% |
$48.7K - $50.1K
|
2.99K
$73.6K
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
11.2KNew |
$280K - $288K
|
11.2K
$276K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.16KNew |
$28.8K - $29.7K
|
1.16K
$28.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-8.47K- 9.16% |
$211K - $217K
|
83.9K
$2.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.13K- 6.97% |
$28.2K - $29K
|
15.1K
$371K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
144New |
$3.59K - $3.7K
|
144
$3.55K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1KNew |
$25K - $25.7K
|
1K
$24.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-113- 0.99% |
$2.82K - $2.9K
|
11.3K
$278K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
141+ 470.0% |
$3.52K - $3.62K
|
171
$4.21K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-429- 6.02% |
$10.7K - $11K
|
6.7K
$165K
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
7.04KNew |
$176K - $181K
|
7.04K
$173K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
18KNew |
$449K - $462K
|
18K
$444K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
45.8KNew |
$1.14M - $1.18M
|
45.8K
$1.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-25.3K- 64.51% |
$630K - $649K
|
13.9K
$342K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
10.2KNew |
$254K - $262K
|
10.2K
$251K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-9.05K- 43.02% |
$226K - $233K
|
12K
$295K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
6.29KNew |
$157K - $162K
|
6.29K
$155K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
72.2K+ 26.6% |
$1.8M - $1.86M
|
344K
$8.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
4.18MNew |
$104M - $107M
|
4.18M
$103M
|
|
| Q4 2023 | |||||||
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
406+ 75.46% |
$9.37K - $10.3K
|
944
$23.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-86Closed |
$1.99K - $2.19K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
16.8KNew |
$387K - $426K
|
16.8K
$413K
|
|