Purchases and Sales Made in Q4 2024 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q4 2024. 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 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
429KNew |
$10.8M - $11.3M
|
429K
$10.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
61.2KNew |
$1.55M - $1.61M
|
61.2K
$1.56M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.5K+ 21.49% |
$669K - $696K
|
150K
$3.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.4K+ 9.37% |
$416K - $433K
|
192K
$4.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
16.3KNew |
$412K - $428K
|
16.3K
$416K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15KNew |
$379K - $394K
|
15K
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.6K+ 30.25% |
$319K - $332K
|
54.3K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
11.8K+ 23.5% |
$299K - $311K
|
62.1K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.64K+ 32.8% |
$219K - $227K
|
35K
$893K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.98K+ 6.9% |
$151K - $157K
|
92.6K
$2.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
5.68K+ 4.18% |
$144K - $149K
|
141K
$3.61M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
4.24K+ 15.92% |
$107K - $112K
|
30.9K
$788K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.7K+ 9.73% |
$93.7K - $97.5K
|
41.8K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.6K+ 10.68% |
$91.1K - $94.7K
|
37.3K
$952K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.09K+ 10.87% |
$78.3K - $81.4K
|
31.5K
$805K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
2.9K+ 5.57% |
$73.4K - $76.3K
|
55K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.14K+ 3.97% |
$54K - $56.2K
|
55.9K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.45K+ 15.63% |
$36.6K - $38.1K
|
10.7K
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
1.24K+ 0.86% |
$31.4K - $32.7K
|
146K
$3.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.05K+ 1.33% |
$26.5K - $27.5K
|
79.9K
$2.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.02K+ 10.87% |
$25.9K - $26.9K
|
10.4K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
670+ 1.6% |
$17K - $17.6K
|
42.7K
$1.09M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
648New |
$16.4K - $17K
|
648
$16.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
635+ 1.14% |
$16.1K - $16.7K
|
56.5K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
617+ 37.01% |
$15.6K - $16.2K
|
2.28K
$58.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
479+ 4.77% |
$12.1K - $12.6K
|
10.5K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
466+ 0.99% |
$11.8K - $12.3K
|
47.6K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
420+ 5.24% |
$10.6K - $11.1K
|
8.43K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
170+ 1.69% |
$4.3K - $4.47K
|
10.2K
$261K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
141+ 0.79% |
$3.57K - $3.71K
|
18K
$458K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
13+ 1.4% |
$329 - $342
|
940
$24K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
1+ 0.04% |
$25.3 - $26.3
|
2.79K
$71.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-22- 0.18% |
$557 - $579
|
12.3K
$315K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-85- 0.07% |
$2.15K - $2.24K
|
130K
$3.31M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-100- 1.1% |
$2.53K - $2.63K
|
8.98K
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-147- 0.61% |
$3.72K - $3.87K
|
23.9K
$610K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-236- 1.17% |
$5.97K - $6.21K
|
20K
$509K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-338- 3.46% |
$8.55K - $8.89K
|
9.43K
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-512- 1.65% |
$13K - $13.5K
|
30.6K
$781K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-544- 1.22% |
$13.8K - $14.3K
|
44K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-758- 4.1% |
$19.2K - $19.9K
|
17.7K
$452K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.17K- 12.75% |
$29.7K - $30.9K
|
8.02K
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.23K- 6.7% |
$31.1K - $32.4K
|
17.1K
$438K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.46K- 12.19% |
$62.2K - $64.7K
|
17.7K
$452K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.91K- 6.56% |
$73.7K - $76.6K
|
41.5K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-3.26K- 3.46% |
$82.4K - $85.7K
|
90.9K
$2.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-3.58K- 28.53% |
$90.5K - $94.1K
|
8.96K
$229K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-4.75K- 4.95% |
$120K - $125K
|
91.1K
$2.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-5.65K- 6.44% |
$143K - $149K
|
82.1K
$2.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-8.66K- 5.59% |
$219K - $228K
|
146K
$3.73M
|