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 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.43K+ 73.64% |
$59.6K - $123K
|
5.74K
$148K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.28K+ 76.3% |
$55.8K - $115K
|
5.27K
$136K
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
2.1K+ 43.08% |
$51.5K - $106K
|
6.99K
$180K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.01KNew |
$49.3K - $101K
|
2.01K
$51.9K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2KNew |
$49K - $101K
|
2K
$51.6K
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2K+ 100.0% |
$49K - $101K
|
4K
$103K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.91K+ 100.0% |
$46.8K - $96.2K
|
3.82K
$98.6K
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.85KNew |
$45.3K - $93.2K
|
1.85K
$47.7K
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
1.8K+ 99.94% |
$44K - $90.5K
|
3.59K
$92.7K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.76K+ 172.77% |
$43.2K - $88.9K
|
2.79K
$71.9K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.71K+ 71.17% |
$41.9K - $86.2K
|
4.12K
$106K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.71K+ 71.17% |
$41.9K - $86.2K
|
4.12K
$106K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.54K+ 54.03% |
$37.8K - $77.7K
|
4.4K
$113K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.19KNew |
$29.1K - $59.9K
|
1.19K
$30.7K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.14K+ 4.44% |
$28K - $57.6K
|
26.9K
$694K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
889+ 121.28% |
$21.8K - $44.8K
|
1.62K
$41.9K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
886+ 100.0% |
$21.7K - $44.6K
|
1.77K
$45.7K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
875New |
$21.4K - $44.1K
|
875
$22.6K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
860New |
$21.1K - $43.3K
|
860
$22.2K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
841+ 8.94% |
$20.6K - $42.4K
|
10.2K
$264K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
819+ 7.34% |
$20.1K - $41.3K
|
12K
$309K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
791+ 1.33% |
$19.4K - $39.9K
|
60.3K
$1.56M
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
738New |
$18.1K - $37.2K
|
738
$19K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
646+ 135.15% |
$15.8K - $32.5K
|
1.12K
$29K
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
623+ 100.0% |
$15.3K - $31.4K
|
1.25K
$32.2K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
610+ 100.0% |
$14.9K - $30.7K
|
1.22K
$31.5K
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
500+ 100.0% |
$12.3K - $25.2K
|
1K
$25.8K
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
489+ 1.13% |
$12K - $24.6K
|
43.7K
$1.13M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
467+ 100.43% |
$11.4K - $23.5K
|
932
$24.1K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
435+ 17.98% |
$10.7K - $21.9K
|
2.86K
$73.7K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
423+ 100.0% |
$10.4K - $21.3K
|
846
$21.8K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
357+ 66.6% |
$8.75K - $18K
|
893
$23K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
330+ 1.02% |
$8.09K - $16.6K
|
32.6K
$842K
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
314+ 100.0% |
$7.69K - $15.8K
|
628
$16.2K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
270+ 100.0% |
$6.62K - $13.6K
|
540
$13.9K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
242+ 100.0% |
$5.93K - $12.2K
|
484
$12.5K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
221+ 134.76% |
$5.41K - $11.1K
|
385
$9.94K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
186+ 11.23% |
$4.56K - $9.37K
|
1.84K
$47.5K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
101+ 100.0% |
$2.47K - $5.09K
|
202
$5.21K
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
97+ 100.0% |
$2.38K - $4.89K
|
194
$5.01K
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
76+ 100.0% |
$1.86K - $3.83K
|
152
$3.92K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
71+ 0.06% |
$1.74K - $3.58K
|
118K
$3.04M
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
58+ 100.0% |
$1.42K - $2.92K
|
116
$2.99K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
56New |
$1.37K - $2.82K
|
56
$1.45K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
50New |
$1.23K - $2.52K
|
50
$1.29K
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
16+ 100.0% |
$392 - $806
|
32
$826
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15+ 100.0% |
$368 - $756
|
30
$774
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 100.0% |
$245 - $504
|
20
$516
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.02% |
$24.5 - $50.4
|
99
$2.56K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-213- 88.75% |
$5.22K - $10.7K
|
27
$697
|