Purchases and Sales Made in Q2 2023 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
661+ 7.79% |
$16.1K - $16.7K
|
9.15K
$232K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
501+ 1.33% |
$12.2K - $12.7K
|
38.1K
$969K
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
483+ 4.52% |
$11.8K - $12.2K
|
11.2K
$284K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
454+ 1681.48% |
$11K - $11.5K
|
481
$12.2K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
432+ 21.6% |
$10.5K - $10.9K
|
2.43K
$61.7K
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
318+ 3.99% |
$7.74K - $8.05K
|
8.28K
$210K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
296New |
$7.2K - $7.5K
|
296
$7.52K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
280+ 0.74% |
$6.81K - $7.09K
|
38.2K
$971K
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
160+ 0.57% |
$3.89K - $4.05K
|
28.3K
$717K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
150New |
$3.65K - $3.8K
|
150
$3.81K
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
144New |
$3.5K - $3.65K
|
144
$3.66K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
140New |
$3.41K - $3.55K
|
140
$3.55K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
123New |
$2.99K - $3.12K
|
123
$3.12K
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
94+ 0.55% |
$2.29K - $2.38K
|
17.3K
$439K
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
87+ 1.01% |
$2.12K - $2.2K
|
8.7K
$221K
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
80+ 0.78% |
$1.95K - $2.03K
|
10.3K
$262K
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
55+ 0.36% |
$1.34K - $1.39K
|
15.2K
$385K
|
|
Jul 07, 2023
Q2 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
35+ 0.17% |
$852 - $887
|
20.4K
$519K
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
30+ 1.02% |
$730 - $760
|
2.98K
$75.7K
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
22+ 0.25% |
$535 - $557
|
8.83K
$224K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 0.92% |
$365 - $380
|
1.64K
$41.6K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 1.01% |
$219 - $228
|
902
$22.9K
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 0.09% |
$146 - $152
|
6.57K
$167K
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4+ 0.01% |
$97.3 - $101
|
60.2K
$1.53M
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.43% |
$97.3 - $101
|
936
$23.8K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 1.01% |
$24.3 - $25.3
|
98
$2.49K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11- 0.21% |
$268 - $279
|
5.26K
$133K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-38- 9.87% |
$925 - $963
|
347
$8.81K
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-40- 11.11% |
$973 - $1.01K
|
320
$8.12K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-48- 1.68% |
$1.17K - $1.22K
|
2.81K
$71.3K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-57- 0.2% |
$1.39K - $1.44K
|
28.4K
$722K
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-59- 0.28% |
$1.44K - $1.49K
|
20.9K
$532K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-64- 0.43% |
$1.56K - $1.62K
|
14.8K
$375K
|
|
Aug 08, 2023
Q2 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-100- 1.0% |
$2.43K - $2.53K
|
9.9K
$251K
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-141- 0.12% |
$3.43K - $3.57K
|
118K
$2.99M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 3.93% |
$3.65K - $3.8K
|
3.67K
$93.2K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-235- 1.48% |
$5.72K - $5.95K
|
15.7K
$398K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-247- 1.53% |
$6.01K - $6.26K
|
15.9K
$404K
|
|
Jul 27, 2023
Q2 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-250- 0.68% |
$6.08K - $6.33K
|
36.3K
$922K
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-289- 3.14% |
$7.03K - $7.32K
|
8.91K
$226K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-328- 0.54% |
$7.98K - $8.31K
|
60K
$1.52M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-330- 1.01% |
$8.03K - $8.36K
|
32.3K
$820K
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-359- 2.18% |
$8.73K - $9.09K
|
16.1K
$408K
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-400- 2.54% |
$9.73K - $10.1K
|
15.4K
$390K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-425- 35.15% |
$10.3K - $10.8K
|
784
$19.9K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-490- 27.65% |
$11.9K - $12.4K
|
1.28K
$32.5K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-511- 27.74% |
$12.4K - $12.9K
|
1.33K
$33.8K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-526- 1.75% |
$12.8K - $13.3K
|
29.5K
$749K
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-590- 1.33% |
$14.4K - $14.9K
|
43.9K
$1.11M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-600- 2.47% |
$14.6K - $15.2K
|
23.7K
$602K
|