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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
860New |
$19.9K - $21.9K
|
860
$21.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
52New |
$1.2K - $1.32K
|
52
$1.28K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
36.9KNew |
$852K - $938K
|
36.9K
$910K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
635New |
$14.7K - $16.1K
|
635
$15.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
156K+ 1695.05% |
$3.61M - $3.98M
|
166K
$4.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
188New |
$4.34K - $4.78K
|
188
$4.63K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
19.7KNew |
$454K - $500K
|
19.7K
$485K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
863New |
$19.9K - $21.9K
|
863
$21.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
29.4KNew |
$680K - $748K
|
29.4K
$725K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.68KNew |
$85.1K - $93.6K
|
3.68K
$90.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
48New |
$1.11K - $1.22K
|
48
$1.18K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-11.2K- 37.47% |
$260K - $286K
|
18.8K
$462K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-8.78K- 48.96% |
$203K - $223K
|
9.15K
$225K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
24New |
$554 - $610
|
24
$591
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-250- 2.41% |
$5.77K - $6.35K
|
10.1K
$249K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-610- 2.25% |
$14.1K - $15.5K
|
26.5K
$652K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
69.8KNew |
$1.61M - $1.77M
|
69.8K
$1.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
10KNew |
$232K - $255K
|
10K
$247K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
53.4KNew |
$1.23M - $1.36M
|
53.4K
$1.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-11.5K- 46.65% |
$266K - $292K
|
13.2K
$324K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
7.91KNew |
$183K - $201K
|
7.91K
$195K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-437- 2.35% |
$10.1K - $11.1K
|
18.2K
$448K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.22K- 10.74% |
$28.2K - $31.1K
|
10.2K
$250K
|
|
| Q3 2023 | |||||||
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
205New |
$4.83K - $5.17K
|
205
$5.05K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-19.8KClosed |
$467K - $499K
|
0
$0
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
191New |
$4.5K - $4.82K
|
191
$4.71K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-500- 9.04% |
$11.8K - $12.6K
|
5.03K
$124K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.97KNew |
$235K - $251K
|
9.97K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
215New |
$5.07K - $5.42K
|
215
$5.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-798- 1.39% |
$18.8K - $20.1K
|
56.4K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
47+ 0.3% |
$1.11K - $1.19K
|
15.8K
$389K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
17.3KNew |
$408K - $437K
|
17.3K
$427K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
320New |
$7.55K - $8.07K
|
320
$7.88K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
3.1K+ 31.31% |
$73.1K - $78.2K
|
13K
$320K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
9.11KNew |
$215K - $230K
|
9.11K
$225K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-326- 3.94% |
$7.69K - $8.22K
|
7.96K
$196K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13.5KNew |
$318K - $340K
|
13.5K
$333K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
700+ 350.0% |
$16.5K - $17.7K
|
900
$22.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
8.76KNew |
$207K - $221K
|
8.76K
$216K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-809- 6.48% |
$19.1K - $20.4K
|
11.7K
$288K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
284New |
$6.7K - $7.16K
|
284
$7K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-780- 1.82% |
$18.4K - $19.7K
|
42K
$1.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
4.89K+ 3.01% |
$115K - $123K
|
167K
$4.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
10.5KNew |
$248K - $265K
|
10.5K
$259K
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-250- 2.43% |
$5.9K - $6.31K
|
10.1K
$248K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
12.3KNew |
$290K - $310K
|
12.3K
$303K
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
36.7KNew |
$866K - $926K
|
36.7K
$905K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
231New |
$5.45K - $5.83K
|
231
$5.69K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
278New |
$6.56K - $7.01K
|
278
$6.85K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
2.09K+ 4.77% |
$49.2K - $52.6K
|
45.8K
$1.13M
|
|