Latest Institutional Purchases of Spdr Nuveen Bloomberg High Yie (HYMB)
This list provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg High Yie (HYMB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
109New |
$2.72K - $2.8K
|
109
$2.83K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
55New |
$1.37K - $1.41K
|
55
$1.43K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15+ 0.11% |
$374 - $385
|
13.3K
$346K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
156K+ 1695.05% |
$3.61M - $3.98M
|
166K
$4.31M
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
69.8KNew |
$1.61M - $1.77M
|
69.8K
$1.81M
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
53.4KNew |
$1.23M - $1.36M
|
53.4K
$1.39M
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
36.9KNew |
$852K - $938K
|
36.9K
$960K
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
29.4KNew |
$680K - $748K
|
29.4K
$765K
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
22.7K+ 14.64% |
$523K - $576K
|
177K
$4.61M
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
19.7KNew |
$454K - $500K
|
19.7K
$512K
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
16.8KNew |
$387K - $426K
|
16.8K
$436K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
10KNew |
$232K - $255K
|
10K
$261K
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
7.91KNew |
$183K - $201K
|
7.91K
$206K
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
7.47KNew |
$173K - $190K
|
7.47K
$194K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.68KNew |
$85.1K - $93.6K
|
3.68K
$95.8K
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
863New |
$19.9K - $21.9K
|
863
$22.4K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
860New |
$19.9K - $21.9K
|
860
$22.4K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
635New |
$14.7K - $16.1K
|
635
$16.5K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
188New |
$4.34K - $4.78K
|
188
$4.89K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
52New |
$1.2K - $1.32K
|
52
$1.35K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
48New |
$1.11K - $1.22K
|
48
$1.25K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
24New |
$554 - $610
|
24
$624
|
|
Q3 2023 | |||||||
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
36.7KNew |
$866K - $926K
|
36.7K
$955K
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
17.3KNew |
$408K - $437K
|
17.3K
$450K
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13.5KNew |
$318K - $340K
|
13.5K
$351K
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
12.3KNew |
$290K - $310K
|
12.3K
$320K
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
10.5KNew |
$248K - $265K
|
10.5K
$273K
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.97KNew |
$235K - $251K
|
9.97K
$259K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
9.11KNew |
$215K - $230K
|
9.11K
$237K
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
8.76KNew |
$207K - $221K
|
8.76K
$228K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
4.89K+ 3.01% |
$115K - $123K
|
167K
$4.35M
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
3.1K+ 31.31% |
$73.1K - $78.2K
|
13K
$338K
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
2.09K+ 4.77% |
$49.2K - $52.6K
|
45.8K
$1.19M
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
700+ 350.0% |
$16.5K - $17.7K
|
900
$23.4K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
320New |
$7.55K - $8.07K
|
320
$8.32K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
284New |
$6.7K - $7.16K
|
284
$7.38K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
278New |
$6.56K - $7.01K
|
278
$7.23K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
231New |
$5.45K - $5.83K
|
231
$6.01K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
215New |
$5.07K - $5.42K
|
215
$5.59K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
205New |
$4.83K - $5.17K
|
205
$5.33K
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
191New |
$4.5K - $4.82K
|
191
$4.97K
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
47+ 0.3% |
$1.11K - $1.19K
|
15.8K
$410K
|
|
Q2 2023 | |||||||
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
112KNew |
$2.74M - $2.85M
|
112K
$2.92M
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
24.6K+ 107.88% |
$598K - $622K
|
47.3K
$1.23M
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.5KNew |
$329K - $342K
|
13.5K
$351K
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
8.11K+ 93.24% |
$197K - $205K
|
16.8K
$437K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5.69KNew |
$139K - $144K
|
5.69K
$148K
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.49K+ 22.26% |
$60.6K - $63.1K
|
13.7K
$356K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1.08KNew |
$26.3K - $27.3K
|
1.08K
$28.1K
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
745+ 7.91% |
$18.1K - $18.9K
|
10.2K
$264K
|