Purchases and Sales Made in Q4 2022 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
29.7KNew |
$695K - $1.5M
|
29.7K
$757K
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
29KNew |
$680K - $1.47M
|
29K
$741K
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
27.6K+ 33.21% |
$646K - $1.4M
|
111K
$2.82M
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
26.6K+ 56.63% |
$624K - $1.35M
|
73.6K
$1.88M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.8K+ 185.65% |
$604K - $1.3M
|
39.6K
$1.01M
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
24.4KNew |
$572K - $1.24M
|
24.4K
$623K
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
23.1KNew |
$543K - $1.17M
|
23.1K
$591K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.4K+ 32.6% |
$526K - $1.14M
|
91.2K
$2.33M
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
22.2KNew |
$520K - $1.12M
|
22.2K
$566K
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
21.8KNew |
$511K - $1.11M
|
21.8K
$557K
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
21.6K+ 32.48% |
$507K - $1.1M
|
88.2K
$2.25M
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
BUY
|
- |
19.2KNew |
$450K - $973K
|
19.2K
$490K
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
17.3K+ 10.43% |
$405K - $874K
|
183K
$4.67M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
16.1K+ 311.33% |
$377K - $815K
|
21.3K
$543K
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
15.7K+ 40.72% |
$368K - $796K
|
54.3K
$1.39M
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
15.5KNew |
$363K - $785K
|
15.5K
$396K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.4K+ 169.77% |
$362K - $782K
|
24.5K
$627K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.7K+ 289.63% |
$346K - $747K
|
19.8K
$507K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.1K+ 27.82% |
$329K - $712K
|
64.6K
$1.65M
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
14KNew |
$329K - $711K
|
14K
$359K
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
14K+ 30.53% |
$328K - $709K
|
59.9K
$1.53M
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
14KNew |
$328K - $709K
|
14K
$357K
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
13.6K+ 31.51% |
$320K - $691K
|
56.9K
$1.45M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.1K+ 287.07% |
$284K - $614K
|
16.3K
$417K
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
12.1KNew |
$282K - $610K
|
12.1K
$308K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.9K+ 85.94% |
$279K - $603K
|
25.8K
$658K
|
|
Jan 18, 2023
Q4 2022
|
Signify Wealth
|
BUY
|
- |
11.1KNew |
$260K - $561K
|
11.1K
$283K
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
BUY
|
- |
11KNew |
$257K - $556K
|
11K
$280K
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.9KNew |
$256K - $554K
|
10.9K
$279K
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
10.8KNew |
$252K - $545K
|
10.8K
$275K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
10.2KNew |
$239K - $515K
|
10.2K
$260K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.69K+ 123.96% |
$227K - $491K
|
17.5K
$447K
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
9.1K+ 17.83% |
$213K - $461K
|
60.1K
$1.54M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.92KNew |
$209K - $452K
|
8.92K
$228K
|
|
Jan 17, 2023
Q4 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
8.81K+ 12.49% |
$206K - $446K
|
79.3K
$2.03M
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
8.67KNew |
$203K - $439K
|
8.67K
$221K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.66KNew |
$203K - $439K
|
8.66K
$221K
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
8.59KNew |
$201K - $435K
|
8.59K
$219K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.45K+ 3.73% |
$198K - $428K
|
235K
$6M
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
8.21KNew |
$192K - $416K
|
8.21K
$210K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.15K+ 67.36% |
$191K - $413K
|
20.3K
$517K
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
7.89KNew |
$185K - $399K
|
7.89K
$201K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.83K+ 39.43% |
$160K - $346K
|
24.1K
$616K
|
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
6.76KNew |
$158K - $342K
|
6.76K
$173K
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
6.68KNew |
$157K - $338K
|
6.68K
$170K
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.32K+ 64.24% |
$148K - $320K
|
16.2K
$413K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.89KNew |
$138K - $298K
|
5.89K
$150K
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
5.89K+ 15.76% |
$138K - $298K
|
43.2K
$1.1M
|
|
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
5.73KNew |
$134K - $290K
|
5.73K
$146K
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.72KNew |
$134K - $290K
|
5.72K
$146K
|