Purchases and Sales Made in Q1 2023 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR NUVEEN BLOOMBERG HIGH YIE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.93M+ 82.05% |
$71.7M - $148M
|
6.5M
$169M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.51M+ 113.3% |
$61.5M - $126M
|
4.73M
$123M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.4M+ 135.54% |
$34.4M - $70.8M
|
2.44M
$63.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.25M+ 97.27% |
$30.7M - $63.1M
|
2.54M
$66M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.17M+ 113.27% |
$28.6M - $58.8M
|
2.2M
$57.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.06M+ 116.15% |
$26.1M - $53.6M
|
1.98M
$51.5M
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
BUY
|
- |
1.06M+ 1859.68% |
$25.9M - $53.2M
|
1.11M
$28.9M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.02M+ 113.3% |
$24.9M - $51.2M
|
1.91M
$49.8M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
723K+ 17.61% |
$17.7M - $36.4M
|
4.83M
$125M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
723K+ 17.61% |
$17.7M - $36.4M
|
4.83M
$125M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
709K+ 48.97% |
$17.4M - $35.7M
|
2.16M
$56.1M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
414K+ 387.9% |
$10.1M - $20.8M
|
520K
$13.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
315K+ 133.92% |
$7.71M - $15.9M
|
550K
$14.3M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
262K+ 238.05% |
$6.41M - $13.2M
|
372K
$9.66M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
258K+ 96.93% |
$6.33M - $13M
|
525K
$13.7M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
254K+ 104.58% |
$6.22M - $12.8M
|
496K
$12.9M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
254K+ 99.99% |
$6.21M - $12.8M
|
507K
$13.2M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
253K+ 97.4% |
$6.2M - $12.8M
|
513K
$13.3M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
232K+ 91.89% |
$5.69M - $11.7M
|
485K
$12.6M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
224K+ 99.1% |
$5.48M - $11.3M
|
449K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
208K+ 70.1% |
$5.09M - $10.5M
|
504K
$13.1M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
206K+ 112.77% |
$5.05M - $10.4M
|
389K
$10.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
BUY
|
- |
198K+ 103.7% |
$4.86M - $9.99M
|
390K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
191KNew |
$4.69M - $9.65M
|
191K
$4.98M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
189K+ 22.93% |
$4.64M - $9.54M
|
1.01M
$26.4M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
160K+ 2722.6% |
$3.93M - $8.08M
|
166K
$4.32M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
132K+ 233.91% |
$3.24M - $6.66M
|
189K
$4.91M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
127K+ 184.68% |
$3.1M - $6.38M
|
195K
$5.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
119K+ 107.46% |
$2.91M - $5.99M
|
229K
$5.96M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
113K+ 117.79% |
$2.77M - $5.69M
|
209K
$5.43M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
112K+ 205.26% |
$2.73M - $5.62M
|
166K
$4.31M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
108K+ 191.36% |
$2.65M - $5.45M
|
165K
$4.28M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
102K+ 98.56% |
$2.51M - $5.16M
|
206K
$5.37M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
99.3K+ 108.95% |
$2.43M - $5M
|
191K
$4.95M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
96.7K+ 169.88% |
$2.37M - $4.87M
|
154K
$4M
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
94.3K+ 96.47% |
$2.31M - $4.75M
|
192K
$5M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
94.1K+ 48779.27% |
$2.31M - $4.74M
|
94.3K
$2.45M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
92.3K+ 30.18% |
$2.26M - $4.65M
|
398K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
88.2KNew |
$2.16M - $4.44M
|
88.2K
$2.29M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
87.2K+ 118.49% |
$2.14M - $4.39M
|
161K
$4.18M
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
87.2K+ 98.84% |
$2.14M - $4.39M
|
175K
$4.56M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
86.6K+ 43.25% |
$2.12M - $4.36M
|
287K
$7.46M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
78.5K+ 116.57% |
$1.92M - $3.95M
|
146K
$3.79M
|
|
|
Apr 18, 2023
Q1 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
77.9K+ 98.18% |
$1.91M - $3.92M
|
157K
$4.09M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
76.9KNew |
$1.88M - $3.88M
|
76.9K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
71.8K+ 70.12% |
$1.76M - $3.61M
|
174K
$4.53M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
71K+ 2.04% |
$1.74M - $3.58M
|
3.56M
$92.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
60.6K+ 619.12% |
$1.48M - $3.05M
|
70.3K
$1.83M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
58.8K+ 125.89% |
$1.44M - $2.96M
|
106K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
57.7K+ 85.24% |
$1.41M - $2.91M
|
125K
$3.26M
|