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 |
---|---|---|---|---|---|---|---|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.57K+ 5.34% |
$36.9K - $39.5K
|
30.9K
$784K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.53K+ 3.36% |
$36K - $38.5K
|
47K
$1.19M
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.42KNew |
$33.5K - $35.8K
|
1.42K
$36.1K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.32K+ 3.46% |
$31.1K - $33.3K
|
39.5K
$1M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.27K+ 4.45% |
$29.9K - $31.9K
|
29.7K
$754K
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.21K+ 10.8% |
$28.5K - $30.4K
|
12.4K
$314K
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
BUY
|
- |
1.15K+ 4.06% |
$27K - $28.9K
|
29.4K
$746K
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 2.44% |
$23.8K - $25.4K
|
42.4K
$1.08M
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
863+ 4.61% |
$20.3K - $21.8K
|
19.6K
$497K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
859+ 6.36% |
$20.3K - $21.7K
|
14.4K
$365K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
850+ 1.42% |
$20K - $21.4K
|
60.7K
$1.54M
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
825+ 8.44% |
$19.5K - $20.8K
|
10.6K
$269K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
737+ 248.99% |
$17.4K - $18.6K
|
1.03K
$26.2K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
726+ 0.67% |
$17.1K - $18.3K
|
110K
$2.79M
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
700+ 350.0% |
$16.5K - $17.7K
|
900
$22.9K
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
639+ 3.02% |
$15.1K - $16.1K
|
21.8K
$554K
|
|
Oct 24, 2023
Q3 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
612+ 0.39% |
$14.4K - $15.4K
|
156K
$3.96M
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
605+ 1.59% |
$14.3K - $15.3K
|
38.6K
$980K
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
421+ 1.32% |
$9.93K - $10.6K
|
32.2K
$818K
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
416+ 3.28% |
$9.81K - $10.5K
|
13.1K
$333K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
398New |
$9.38K - $10K
|
398
$10.1K
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
395+ 0.59% |
$9.31K - $9.96K
|
67.9K
$1.72M
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
358+ 0.74% |
$8.44K - $9.03K
|
48.8K
$1.24M
|
|
Nov 09, 2023
Q3 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
323+ 1.58% |
$7.62K - $8.15K
|
20.8K
$527K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
320New |
$7.55K - $8.07K
|
320
$8.12K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
318+ 1.57% |
$7.5K - $8.02K
|
20.6K
$524K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
295New |
$6.96K - $7.44K
|
295
$7.49K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
284New |
$6.7K - $7.16K
|
284
$7.21K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
278New |
$6.56K - $7.01K
|
278
$7.06K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
277+ 4.11% |
$6.53K - $6.99K
|
7.01K
$178K
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
276+ 1.52% |
$6.51K - $6.96K
|
18.4K
$467K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
231New |
$5.45K - $5.83K
|
231
$5.87K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
223+ 2.53% |
$5.26K - $5.62K
|
9.05K
$230K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
215New |
$5.07K - $5.42K
|
215
$5.46K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
205New |
$4.83K - $5.17K
|
205
$5.2K
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
191New |
$4.5K - $4.82K
|
191
$4.85K
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
191+ 2.01% |
$4.5K - $4.82K
|
9.68K
$246K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
179+ 22.83% |
$4.22K - $4.51K
|
963
$24.5K
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
172+ 0.17% |
$4.06K - $4.34K
|
99.5K
$2.53M
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
145New |
$3.42K - $3.66K
|
145
$3.68K
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
97+ 0.56% |
$2.29K - $2.45K
|
17.4K
$442K
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
90+ 1.03% |
$2.12K - $2.27K
|
8.79K
$223K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
90New |
$2.12K - $2.27K
|
90
$2.29K
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
73+ 0.04% |
$1.72K - $1.84K
|
191K
$4.84M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
65+ 4.88% |
$1.53K - $1.64K
|
1.4K
$35.4K
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
47+ 0.3% |
$1.11K - $1.19K
|
15.8K
$401K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
16+ 0.98% |
$377 - $404
|
1.65K
$42K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10+ 0.07% |
$236 - $252
|
14.1K
$357K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9+ 1.0% |
$212 - $227
|
905
$23K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.43% |
$94.3 - $101
|
940
$23.9K
|