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 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.14K+ 3.97% |
$54K - $56.2K
|
55.9K
$1.38M
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.07K+ 2.42% |
$52.4K - $54.5K
|
87.7K
$2.16M
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.99K+ 3.53% |
$50.3K - $52.4K
|
58.4K
$1.44M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.88KNew |
$47.6K - $49.5K
|
1.88K
$46.4K
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.85K+ 117.19% |
$46.9K - $48.8K
|
3.44K
$84.7K
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.82K+ 6.02% |
$46.1K - $47.9K
|
32.1K
$791K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.66K+ 20.97% |
$42.1K - $43.8K
|
9.6K
$237K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.55K+ 0.85% |
$39.2K - $40.7K
|
184K
$4.53M
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.49K+ 12.01% |
$37.6K - $39.1K
|
13.9K
$342K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.45K+ 15.63% |
$36.6K - $38.1K
|
10.7K
$264K
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.29K+ 10.87% |
$32.7K - $34K
|
13.2K
$324K
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.29K+ 6.94% |
$32.6K - $33.9K
|
19.8K
$489K
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
1.24K+ 0.86% |
$31.4K - $32.7K
|
146K
$3.59M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.22K+ 28.81% |
$30.8K - $32K
|
5.44K
$134K
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
1.2K+ 6.14% |
$30.4K - $31.6K
|
20.7K
$511K
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.2K+ 3.48% |
$30.3K - $31.5K
|
35.6K
$877K
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.18K+ 2.61% |
$29.7K - $30.9K
|
46.2K
$1.14M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.15KNew |
$29.1K - $30.3K
|
1.15K
$28.4K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.06K+ 4.92% |
$26.7K - $27.8K
|
22.5K
$554K
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.05K+ 1.33% |
$26.5K - $27.5K
|
79.9K
$1.97M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.02K+ 10.87% |
$25.9K - $26.9K
|
10.4K
$257K
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
987+ 5.1% |
$25K - $26K
|
20.3K
$501K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
975+ 285.09% |
$24.7K - $25.7K
|
1.32K
$32.5K
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
943+ 2.59% |
$23.9K - $24.8K
|
37.3K
$919K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
832+ 2.16% |
$21K - $21.9K
|
39.4K
$971K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
722+ 7.66% |
$18.3K - $19K
|
10.2K
$250K
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
672New |
$17K - $17.7K
|
672
$16.6K
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
670+ 1.6% |
$17K - $17.6K
|
42.7K
$1.05M
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
666+ 6.9% |
$16.8K - $17.5K
|
10.3K
$254K
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
661New |
$16.7K - $17.4K
|
661
$16.3K
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
648New |
$16.4K - $17K
|
648
$16K
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
635+ 1.14% |
$16.1K - $16.7K
|
56.5K
$1.39M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
617+ 37.01% |
$15.6K - $16.2K
|
2.28K
$56.3K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
609New |
$15.4K - $16K
|
609
$15K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
604New |
$15.3K - $15.9K
|
604
$14.9K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
546+ 3.92% |
$13.8K - $14.4K
|
14.5K
$357K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
543+ 30.76% |
$13.7K - $14.3K
|
2.31K
$56.9K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
479+ 4.77% |
$12.1K - $12.6K
|
10.5K
$259K
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
468+ 1.87% |
$11.8K - $12.3K
|
25.5K
$627K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
466+ 0.99% |
$11.8K - $12.3K
|
47.6K
$1.17M
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
465+ 0.84% |
$11.8K - $12.2K
|
55.6K
$1.37M
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
465+ 49.26% |
$11.8K - $12.2K
|
1.41K
$34.7K
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
420+ 5.24% |
$10.6K - $11.1K
|
8.43K
$208K
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
410+ 0.45% |
$10.4K - $10.8K
|
92K
$2.27M
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
401New |
$10.1K - $10.6K
|
401
$9.88K
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
375+ 2.2% |
$9.49K - $9.87K
|
17.4K
$429K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
312New |
$7.89K - $8.21K
|
312
$7.69K
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
275+ 2.23% |
$6.96K - $7.24K
|
12.6K
$311K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
250+ 0.53% |
$6.33K - $6.58K
|
47.7K
$1.18M
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
247+ 1.3% |
$6.25K - $6.5K
|
19.2K
$474K
|