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 |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.61K+ 66.99% |
$131K - $284K
|
14K
$361K
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
5.47KNew |
$128K - $277K
|
5.47K
$141K
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
5.41KNew |
$127K - $274K
|
5.41K
$140K
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.37K+ 16.49% |
$126K - $272K
|
37.9K
$979K
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.3KNew |
$124K - $268K
|
5.3K
$137K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5.27K+ 5.88% |
$124K - $267K
|
94.9K
$2.45M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.23KNew |
$123K - $265K
|
5.23K
$135K
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.17K+ 49.54% |
$121K - $262K
|
15.6K
$402K
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
5.09KNew |
$119K - $258K
|
5.09K
$131K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.93K+ 7.15% |
$116K - $250K
|
73.9K
$1.91M
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
4.73KNew |
$111K - $240K
|
4.73K
$122K
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
4.55KNew |
$107K - $231K
|
4.55K
$117K
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.5KNew |
$105K - $228K
|
4.5K
$116K
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.34K+ 33.9% |
$102K - $220K
|
17.1K
$442K
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.31K+ 77.95% |
$101K - $218K
|
9.83K
$254K
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.25KNew |
$99.5K - $215K
|
4.25K
$110K
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
4.23K+ 13.59% |
$99.2K - $214K
|
35.3K
$912K
|
|
Feb 13, 2023
Q4 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.23KNew |
$99K - $214K
|
4.23K
$109K
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.19K+ 43.65% |
$98.1K - $212K
|
13.8K
$355K
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.18KNew |
$97.9K - $212K
|
4.18K
$108K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.17KNew |
$97.8K - $211K
|
4.17K
$108K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
3.95KNew |
$92.5K - $200K
|
3.95K
$102K
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
3.77K+ 34.95% |
$88.4K - $191K
|
14.6K
$376K
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
3.74K+ 23.78% |
$87.7K - $189K
|
19.5K
$502K
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.72K+ 13.51% |
$87.1K - $188K
|
31.2K
$806K
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.39K+ 42.05% |
$79.5K - $172K
|
11.5K
$295K
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
3.19K+ 200.13% |
$74.9K - $162K
|
4.79K
$124K
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.97K+ 4.62% |
$69.6K - $150K
|
67.3K
$1.74M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.92K+ 44.95% |
$68.4K - $148K
|
9.41K
$243K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.44K+ 4.5% |
$57.1K - $123K
|
56.5K
$1.46M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.1K+ 36.06% |
$49.1K - $106K
|
7.91K
$204K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.08KNew |
$48.8K - $106K
|
2.08K
$53.7K
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2KNew |
$46.9K - $101K
|
2K
$51.6K
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.94K+ 7.7% |
$45.4K - $98.1K
|
27.1K
$699K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.89K+ 20.4% |
$44.3K - $95.7K
|
11.2K
$288K
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.88K+ 2.81% |
$44K - $95.1K
|
68.6K
$1.77M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.81K+ 306.08% |
$42.5K - $91.8K
|
2.4K
$62K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.81K+ 3.45% |
$42.5K - $91.8K
|
54.4K
$1.4M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.65KNew |
$38.7K - $83.7K
|
1.65K
$42.6K
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
1.3K+ 16.84% |
$30.5K - $65.9K
|
9.03K
$233K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
798New |
$18.7K - $40.4K
|
798
$20.6K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
775+ 87.97% |
$18.2K - $39.3K
|
1.66K
$42.7K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
731+ 43.28% |
$17.1K - $37K
|
2.42K
$62.4K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
582+ 24.2% |
$13.6K - $29.5K
|
2.99K
$77.1K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
582+ 24.2% |
$13.6K - $29.5K
|
2.99K
$77.1K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
563New |
$13.2K - $28.5K
|
563
$14.5K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
500New |
$11.7K - $25.3K
|
500
$12.9K
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
498+ 2.7% |
$11.7K - $25.2K
|
18.9K
$489K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
478New |
$11.2K - $24.2K
|
478
$12.3K
|
|
Feb 10, 2023
Q4 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
455+ 4.8% |
$10.7K - $23K
|
9.93K
$256K
|