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 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
18.4K+ 83.48% |
$451K - $928K
|
40.5K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
17.5K+ 102.06% |
$429K - $882K
|
34.6K
$891K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
17.4K+ 111.32% |
$426K - $875K
|
33K
$848K
|
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
BUY
|
- |
17.4K+ 90.43% |
$426K - $875K
|
36.6K
$940K
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
17.2KNew |
$422K - $867K
|
17.2K
$442K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
17K+ 330.54% |
$416K - $855K
|
22.1K
$568K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.3K+ 99.63% |
$399K - $820K
|
32.6K
$839K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.1K+ 79.61% |
$395K - $812K
|
36.4K
$935K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
15.9K+ 33.04% |
$390K - $801K
|
64K
$1.65M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
15.6K+ 91.35% |
$382K - $786K
|
32.7K
$840K
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
14.3K+ 73.46% |
$350K - $721K
|
33.8K
$868K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
14.1K+ 87.33% |
$346K - $711K
|
30.3K
$779K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
14K+ 100.0% |
$344K - $708K
|
28.1K
$722K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
13.5K+ 215.39% |
$331K - $681K
|
19.8K
$509K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
13.4K+ 110.76% |
$327K - $673K
|
25.4K
$653K
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
BUY
|
- |
13.1K+ 40.88% |
$322K - $662K
|
45.3K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
13.1K+ 841.82% |
$322K - $661K
|
14.7K
$377K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
13.1K+ 427.0% |
$321K - $660K
|
16.2K
$416K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.9K+ 118.19% |
$316K - $651K
|
23.8K
$613K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.9K+ 112.16% |
$315K - $648K
|
24.3K
$625K
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
12.6KNew |
$308K - $634K
|
12.6K
$324K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.2K+ 136.3% |
$298K - $613K
|
21.1K
$542K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12K+ 22.04% |
$294K - $604K
|
66.4K
$1.71M
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
11.7KNew |
$287K - $590K
|
11.7K
$301K
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
11.2K+ 80.21% |
$275K - $565K
|
25.2K
$648K
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
11.2KNew |
$275K - $565K
|
11.2K
$288K
|
|
|
Apr 20, 2023
Q1 2023
|
Signify Wealth
|
BUY
|
- |
11.1K+ 100.0% |
$272K - $558K
|
22.2K
$570K
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
10.8K+ 247.39% |
$264K - $542K
|
15.1K
$388K
|
|
|
Apr 05, 2023
Q1 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
10.5K+ 105.34% |
$256K - $527K
|
20.4K
$524K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
10.5K+ 97.19% |
$256K - $527K
|
21.2K
$546K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.4K+ 125.51% |
$255K - $525K
|
18.7K
$481K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
10.1K+ 99.6% |
$248K - $511K
|
20.3K
$522K
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
10.1KNew |
$248K - $510K
|
10.1K
$260K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
10.1KNew |
$248K - $509K
|
10.1K
$260K
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
BUY
|
- |
10.1KNew |
$247K - $509K
|
10.1K
$260K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
10.1K+ 73.02% |
$247K - $507K
|
23.8K
$613K
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
10K+ 91.23% |
$245K - $505K
|
21K
$540K
|
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
10KNew |
$245K - $504K
|
10K
$257K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
9.89K+ 67.93% |
$242K - $498K
|
24.5K
$629K
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
9.81K+ 248.54% |
$240K - $494K
|
13.8K
$354K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.26KNew |
$227K - $467K
|
9.26K
$238K
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
9.11KNew |
$223K - $459K
|
9.11K
$234K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.89K+ 128.26% |
$218K - $448K
|
15.8K
$407K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
8.78K+ 35132.0% |
$215K - $442K
|
8.81K
$226K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
8.49K+ 200.24% |
$208K - $428K
|
12.7K
$327K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.23KNew |
$202K - $415K
|
8.23K
$212K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
8.23K+ 13.75% |
$202K - $415K
|
68.1K
$1.75M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
8.21K+ 94.68% |
$201K - $414K
|
16.9K
$434K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
8.21K+ 100.0% |
$201K - $414K
|
16.4K
$422K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.16K+ 12.63% |
$200K - $411K
|
72.7K
$1.87M
|