Purchases and Sales Made in Q4 2023 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
5.97K+ 15.88% |
$138K - $152K
|
43.6K
$1.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.94K+ 67.07% |
$137K - $151K
|
14.8K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5.45K+ 22.69% |
$126K - $138K
|
29.5K
$760K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.94KNew |
$114K - $125K
|
4.94K
$127K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.63K+ 11.73% |
$107K - $118K
|
44.1K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.48K+ 6.6% |
$103K - $114K
|
72.4K
$1.87M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.47K+ 22.22% |
$103K - $114K
|
24.6K
$635K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.41K+ 33.58% |
$102K - $112K
|
17.5K
$453K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
4.31K+ 34.78% |
$99.4K - $109K
|
16.7K
$431K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.11K+ 2.15% |
$94.8K - $104K
|
195K
$5.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.68KNew |
$85.1K - $93.6K
|
3.68K
$95.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.51K+ 1189.83% |
$81K - $89.2K
|
3.81K
$98.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
3.46K+ 33.01% |
$79.8K - $87.9K
|
13.9K
$360K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
3.32K+ 4.23% |
$76.6K - $84.3K
|
81.7K
$2.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
3.01K+ 11.01% |
$69.6K - $76.6K
|
30.4K
$784K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.88K+ 2.1% |
$66.6K - $73.3K
|
140K
$3.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
2.75KNew |
$63.4K - $69.8K
|
2.75K
$70.9K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.3K+ 5.61% |
$53.1K - $58.4K
|
43.3K
$1.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.27K+ 18.53% |
$52.3K - $57.6K
|
14.5K
$374K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2.08K+ 29.61% |
$48K - $52.8K
|
9.09K
$235K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2K+ 40.65% |
$46.2K - $50.9K
|
6.93K
$179K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.59KNew |
$36.6K - $40.3K
|
1.59K
$40.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 141.05% |
$33.6K - $37K
|
2.49K
$64.3K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.45K+ 35.18% |
$33.4K - $36.8K
|
5.56K
$144K
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.42K+ 1.77% |
$32.8K - $36.1K
|
81.6K
$2.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 1.28% |
$32.5K - $35.8K
|
111K
$2.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.36K+ 5.78% |
$31.4K - $34.6K
|
24.9K
$643K
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
1.21K+ 3.34% |
$27.8K - $30.6K
|
37.3K
$963K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
957+ 4.38% |
$22.1K - $24.3K
|
22.8K
$588K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
926+ 0.53% |
$21.4K - $23.5K
|
177K
$4.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
863New |
$19.9K - $21.9K
|
863
$22.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
860New |
$19.9K - $21.9K
|
860
$22.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
778+ 7.37% |
$18K - $19.8K
|
11.3K
$292K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
717+ 4.63% |
$16.6K - $18.2K
|
16.2K
$418K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
635New |
$14.7K - $16.1K
|
635
$16.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
544+ 0.6% |
$12.6K - $13.8K
|
91.5K
$2.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
531+ 2.0% |
$12.3K - $13.5K
|
27K
$698K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
468+ 1.14% |
$10.8K - $11.9K
|
41.6K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
309+ 1.49% |
$7.13K - $7.85K
|
21.1K
$544K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
282New |
$6.51K - $7.17K
|
282
$7.28K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
234New |
$5.4K - $5.95K
|
234
$6.04K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
196+ 56.48% |
$4.53K - $4.98K
|
543
$14K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
188New |
$4.34K - $4.78K
|
188
$4.85K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
176New |
$4.06K - $4.47K
|
176
$4.54K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
156+ 1.61% |
$3.6K - $3.96K
|
9.84K
$254K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
139+ 0.8% |
$3.21K - $3.53K
|
17.5K
$453K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
129+ 1.47% |
$2.98K - $3.28K
|
8.92K
$230K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
100+ 1.07% |
$2.31K - $2.54K
|
9.48K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$2.31K - $2.54K
|
100
$2.58K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
52New |
$1.2K - $1.32K
|
52
$1.34K
|