Purchases and Sales Made in Q3 2023 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.9K+ 18.8% |
$329K - $352K
|
88.1K
$2.24M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.9K+ 2.29% |
$327K - $350K
|
619K
$15.7M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 2862.4% |
$327K - $349K
|
14.3K
$364K
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13.5KNew |
$318K - $340K
|
13.5K
$343K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.6KNew |
$297K - $318K
|
12.6K
$320K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.3K+ 10.53% |
$290K - $310K
|
129K
$3.28M
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
12.3KNew |
$290K - $310K
|
12.3K
$312K
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
11.9KNew |
$282K - $301K
|
11.9K
$303K
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$249K - $266K
|
10.6K
$268K
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
10.5KNew |
$248K - $265K
|
10.5K
$267K
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.97KNew |
$235K - $251K
|
9.97K
$253K
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
BUY
|
- |
9.63K+ 2.51% |
$227K - $243K
|
393K
$9.97M
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
9.38KNew |
$221K - $237K
|
9.38K
$238K
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
9.35KNew |
$220K - $236K
|
9.35K
$237K
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
9.23KNew |
$218K - $233K
|
9.23K
$234K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
9.11KNew |
$215K - $230K
|
9.11K
$231K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.1K+ 57.6% |
$215K - $230K
|
24.9K
$632K
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.95K+ 4.24% |
$211K - $226K
|
220K
$5.59M
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
8.76KNew |
$207K - $221K
|
8.76K
$222K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.75K+ 21.6% |
$206K - $221K
|
49.2K
$1.25M
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
7.8K+ 9.06% |
$184K - $197K
|
93.9K
$2.39M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.27K+ 13.91% |
$171K - $183K
|
59.5K
$1.51M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.1KNew |
$167K - $179K
|
7.1K
$180K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.09K+ 9.04% |
$167K - $179K
|
85.5K
$2.17M
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
6.27K+ 8.69% |
$148K - $158K
|
78.4K
$1.99M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.25K+ 8.66% |
$147K - $158K
|
78.4K
$1.99M
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.85K+ 29.08% |
$138K - $148K
|
26K
$659K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.63K+ 10.84% |
$133K - $142K
|
57.6K
$1.46M
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.14K+ 2.3% |
$121K - $130K
|
228K
$5.8M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.12K+ 31.49% |
$121K - $129K
|
21.4K
$543K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
4.89K+ 3.01% |
$115K - $123K
|
167K
$4.24M
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
4.58K+ 5.65% |
$108K - $116K
|
85.6K
$2.17M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.19K+ 1.89% |
$98.8K - $106K
|
227K
$5.75M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.12K+ 20.73% |
$97.2K - $104K
|
24K
$610K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.12KNew |
$97.1K - $104K
|
4.12K
$105K
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
4K+ 100.0% |
$94.3K - $101K
|
8K
$203K
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.92K+ 6.05% |
$92.4K - $98.9K
|
68.7K
$1.75M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.73K+ 14.82% |
$88K - $94.1K
|
28.9K
$734K
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.19K+ 11.29% |
$75.2K - $80.4K
|
31.4K
$798K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.16K+ 13.65% |
$74.6K - $79.8K
|
26.3K
$669K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
3.1K+ 31.31% |
$73.1K - $78.2K
|
13K
$330K
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.97K+ 10.0% |
$70K - $74.8K
|
32.6K
$829K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.21K+ 11.43% |
$52.1K - $55.7K
|
21.5K
$547K
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
2.09K+ 4.77% |
$49.2K - $52.6K
|
45.8K
$1.16M
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2KNew |
$47.2K - $50.4K
|
2K
$50.8K
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.92K+ 8.6% |
$45.3K - $48.5K
|
24.3K
$616K
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
1.92K+ 22.43% |
$45.3K - $48.4K
|
10.5K
$266K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.73K+ 189.57% |
$40.7K - $43.6K
|
2.64K
$67K
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.72K+ 6.9% |
$40.6K - $43.4K
|
26.7K
$677K
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.64K+ 15.82% |
$38.7K - $41.4K
|
12K
$305K
|