Purchases and Sales Made in Q1 2023 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
55.5K+ 14.58% |
$1.36M - $2.8M
|
437K
$11.2M
|
|
|
May 01, 2023
Q1 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
55.1K+ 97.76% |
$1.35M - $2.77M
|
111K
$2.86M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
48.2K+ 116.28% |
$1.18M - $2.43M
|
89.6K
$2.3M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
46.3K+ 32.53% |
$1.14M - $2.33M
|
189K
$4.85M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
42.9K+ 70.65% |
$1.05M - $2.16M
|
104K
$2.66M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
42.9K+ 112.97% |
$1.05M - $2.16M
|
80.8K
$2.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
42.5K+ 101.87% |
$1.04M - $2.14M
|
84.2K
$2.16M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
40.9K+ 6.48% |
$1M - $2.06M
|
672K
$17.3M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
39.1K+ 113.48% |
$959K - $1.97M
|
73.6K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
38.3K+ 96.59% |
$938K - $1.93M
|
77.9K
$2M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
36.5K+ 103.23% |
$894K - $1.84M
|
71.8K
$1.85M
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
36K+ 193.29% |
$883K - $1.82M
|
54.7K
$1.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
36K+ 74.27% |
$882K - $1.81M
|
84.5K
$2.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
35.8K+ 789.12% |
$876K - $1.8M
|
40.3K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
35.1K+ 81.32% |
$860K - $1.77M
|
78.3K
$2.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
34.9K+ 111.59% |
$854K - $1.76M
|
66.1K
$1.7M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
34.8K+ 67.93% |
$852K - $1.75M
|
86K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
32.9K+ 54.63% |
$805K - $1.65M
|
93K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
31.1K+ 133.83% |
$762K - $1.57M
|
54.4K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
30.1K+ 380.13% |
$736K - $1.51M
|
38K
$976K
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
30K+ 99.58% |
$736K - $1.51M
|
60.2K
$1.55M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
29.5K+ 127.45% |
$723K - $1.49M
|
52.6K
$1.35M
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
28.9K+ 100.0% |
$707K - $1.45M
|
57.8K
$1.48M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
28.5K+ 105.04% |
$697K - $1.43M
|
55.6K
$1.43M
|
|
|
Jan 12, 2024
Q1 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
28.2K+ 492.86% |
$692K - $1.42M
|
34K
$873K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
28.2K+ 96.76% |
$691K - $1.42M
|
57.3K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.6K+ 3251.18% |
$677K - $1.39M
|
28.5K
$732K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
27.4K+ 113.51% |
$671K - $1.38M
|
51.5K
$1.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
26.8K+ 98.46% |
$656K - $1.35M
|
54K
$1.39M
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
25.4K+ 87.35% |
$621K - $1.28M
|
54.4K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
25.3K+ 100.43% |
$621K - $1.28M
|
50.6K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
25.2K+ 485.43% |
$619K - $1.27M
|
30.4K
$783K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
24.4K+ 121.23% |
$597K - $1.23M
|
44.4K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.3K+ 105.89% |
$595K - $1.22M
|
47.2K
$1.21M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.3K+ 127.08% |
$595K - $1.22M
|
43.4K
$1.11M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
23.9KNew |
$585K - $1.2M
|
23.9K
$614K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23.6K+ 32.13% |
$578K - $1.19M
|
97K
$2.49M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
23K+ 44.39% |
$563K - $1.16M
|
74.7K
$1.92M
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
22.3K+ 100.47% |
$546K - $1.12M
|
44.5K
$1.14M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
21.6KNew |
$530K - $1.09M
|
21.6K
$556K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
21.1KNew |
$518K - $1.07M
|
21.1K
$544K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
20.8K+ 118.79% |
$509K - $1.05M
|
38.3K
$984K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
20.8K+ 102.49% |
$508K - $1.05M
|
41K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
20.4K+ 80.44% |
$500K - $1.03M
|
45.8K
$1.18M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
20.2K+ 92.5% |
$494K - $1.02M
|
42K
$1.08M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
20KNew |
$490K - $1.01M
|
20K
$514K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.7KNew |
$482K - $992K
|
19.7K
$506K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.5K+ 185.55% |
$478K - $983K
|
30K
$772K
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
19.1K+ 100.64% |
$467K - $960K
|
38K
$977K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
19.1K+ 102.59% |
$467K - $960K
|
37.6K
$968K
|