Purchases and Sales Made in Q3 2024 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q3 2024. 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 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
20K+ 26.87% |
$507K - $525K
|
94.4K
$2.38M
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.3KNew |
$489K - $506K
|
19.3K
$485K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.8K+ 25.47% |
$476K - $493K
|
92.4K
$2.33M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
18.2K+ 3.96% |
$461K - $477K
|
477K
$12M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.1K+ 54.3% |
$460K - $476K
|
51.5K
$1.3M
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
17.2K+ 83.29% |
$438K - $453K
|
38K
$956K
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
15.9KNew |
$404K - $418K
|
15.9K
$401K
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.5K+ 70.82% |
$393K - $407K
|
37.4K
$942K
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
14.8KNew |
$376K - $389K
|
14.8K
$373K
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
14.1K+ 71.94% |
$358K - $370K
|
33.7K
$849K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.9KNew |
$354K - $366K
|
13.9K
$351K
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
11.6K+ 4.95% |
$295K - $305K
|
246K
$6.2M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.8K+ 99.87% |
$274K - $284K
|
21.6K
$545K
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
10.7K+ 17.62% |
$272K - $281K
|
71.4K
$1.8M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.2K+ 29.73% |
$260K - $269K
|
44.7K
$1.12M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.87KNew |
$251K - $259K
|
9.87K
$249K
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
9.83K+ 10.47% |
$249K - $258K
|
104K
$2.61M
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
9.48KNew |
$240K - $249K
|
9.48K
$239K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
9.2KNew |
$233K - $242K
|
9.2K
$232K
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9K+ 2.98% |
$228K - $237K
|
312K
$7.85M
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
9K+ 49.86% |
$228K - $236K
|
27.1K
$681K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.54K+ 4.72% |
$217K - $224K
|
189K
$4.77M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.38K+ 29.5% |
$213K - $220K
|
36.8K
$926K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
8.34K+ 9.07% |
$212K - $219K
|
100K
$2.53M
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
8.27K+ 18.28% |
$210K - $217K
|
53.5K
$1.35M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.25KNew |
$209K - $217K
|
8.25K
$208K
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.18K+ 3.4% |
$208K - $215K
|
249K
$6.27M
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
8.01KNew |
$203K - $210K
|
8.01K
$202K
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
7.94KNew |
$202K - $209K
|
7.94K
$200K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.94K+ 21.83% |
$201K - $208K
|
44.3K
$1.12M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.91KNew |
$201K - $208K
|
7.91K
$199K
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.37K+ 62.95% |
$187K - $194K
|
19.1K
$481K
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.61K+ 14.02% |
$168K - $174K
|
53.8K
$1.35M
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.6K+ 7.39% |
$168K - $173K
|
95.9K
$2.42M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.35K+ 8.7% |
$161K - $167K
|
79.3K
$2M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
6.16K+ 54.61% |
$156K - $162K
|
17.4K
$439K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
6.15K+ 53.77% |
$156K - $162K
|
17.6K
$443K
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
5.98K+ 23.99% |
$152K - $157K
|
30.9K
$779K
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5.73K+ 14.77% |
$146K - $151K
|
44.5K
$1.12M
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5.7K+ 15.91% |
$145K - $150K
|
41.5K
$1.05M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.58K+ 9.61% |
$142K - $147K
|
63.6K
$1.6M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.41K+ 0.57% |
$137K - $142K
|
963K
$24.3M
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
5.39K+ 27.09% |
$137K - $142K
|
25.3K
$637K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5.25K+ 48.7% |
$133K - $138K
|
16K
$404K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.77K+ 8.9% |
$121K - $125K
|
58.3K
$1.47M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.74K+ 54.03% |
$120K - $125K
|
13.5K
$340K
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.1K+ 31.68% |
$104K - $108K
|
17K
$429K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.05KNew |
$103K - $106K
|
4.05K
$102K
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
3.89K+ 24.84% |
$98.7K - $102K
|
19.5K
$492K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.81K+ 16.92% |
$96.7K - $100K
|
26.3K
$664K
|