Purchases and Sales Made in Q2 2025 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
120K+ 67.16% |
$2.9M - $3.05M
|
299K
$7.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
17.7K+ 90.63% |
$428K - $451K
|
37.3K
$918K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
14.6KNew |
$352K - $371K
|
14.6K
$359K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
11.2K+ 11.82% |
$271K - $286K
|
106K
$2.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
9.48K+ 48.12% |
$229K - $241K
|
29.2K
$719K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9.39K+ 103.07% |
$227K - $239K
|
18.5K
$456K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.61KNew |
$208K - $219K
|
8.61K
$212K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
4.04K+ 6.5% |
$97.5K - $103K
|
66.1K
$1.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
3.95K+ 2.78% |
$95.4K - $100K
|
146K
$3.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
2.71K+ 5.03% |
$65.5K - $69K
|
56.6K
$1.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
1.23K+ 13.66% |
$29.7K - $31.3K
|
10.2K
$252K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
825+ 0.45% |
$19.9K - $21K
|
183K
$4.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
129+ 0.15% |
$3.11K - $3.28K
|
88.7K
$2.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11+ 1.16% |
$266 - $280
|
958
$23.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-218- 5.4% |
$5.26K - $5.54K
|
3.82K
$94.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-1.93K- 4.42% |
$46.5K - $49K
|
41.6K
$1.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-2.35K- 1.06% |
$56.7K - $59.7K
|
219K
$5.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-4.49K- 16.88% |
$108K - $114K
|
22.1K
$545K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-5.35K- 18.64% |
$129K - $136K
|
23.3K
$575K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-6.08K- 3.12% |
$147K - $155K
|
189K
$4.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-31.1K- 48.4% |
$752K - $792K
|
33.2K
$818K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-50.5K- 10.15% |
$1.22M - $1.28M
|
447K
$11M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-56.7K- 57.22% |
$1.37M - $1.44M
|
42.4K
$1.04M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-104K- 71.7% |
$2.52M - $2.65M
|
41.2K
$1.01M
|