Institutional Ownership Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB). We have compiled data on the 381 institutions that hold shares in the stock, with a total of 72.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
450
shares
|
$11,425
0.03% of portfolio
|
Q2 2024
Reduced 86.67%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
424
shares
|
$10,765
0.01% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
347
shares
|
$8,810
0.0% of portfolio
|
Q3 2024
Reduced 79.48%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
342
shares
|
$8,683
0.0% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
320
shares
|
$8,124
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
271
shares
|
$6,880
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
250
shares
|
$6,347
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
232
shares
|
$5,890
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
225
shares
|
$5,712
0.0% of portfolio
|
Q2 2024
Added 301.79%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
225
shares
|
$5,712
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
194
shares
|
$4,925
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
170
shares
|
$4,316
0.0% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
165
shares
|
$4,189
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
147
shares
|
$3,732
0.0% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
140
shares
|
$3,554
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
100
shares
|
$2,539
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
95
shares
|
$2,412
0.0% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
82
shares
|
$2,081
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
58
shares
|
$1,472
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
52
shares
|
$1,320
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
48
shares
|
$1,218
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
44
shares
|
$1,117
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
32
shares
|
$812
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
20
shares
|
$507
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
20
shares
|
$507
0.0% of portfolio
|
Q2 2024
Reduced 77.78%
|