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 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.22K- 1.61% |
$56.2K - $58.2K
|
135K
$3.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-2.23K- 15.1% |
$56.6K - $58.6K
|
12.5K
$316K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-2.37K- 7.04% |
$60K - $62.2K
|
31.3K
$787K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.45K- 19.59% |
$62.1K - $64.2K
|
10K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-2.45K- 11.67% |
$62.2K - $64.4K
|
18.6K
$467K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.5K- 8.82% |
$63.5K - $65.7K
|
25.8K
$651K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.51K- 8.23% |
$63.8K - $66K
|
28K
$706K
|
|
|
Nov 08, 2024
Q3 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-2.93K- 1.77% |
$74.3K - $76.9K
|
162K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-3.02K- 4.89% |
$76.6K - $79.3K
|
58.7K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-3.04K- 3.06% |
$77.2K - $79.9K
|
96.4K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.42K- 13.96% |
$86.8K - $89.8K
|
21.1K
$531K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-3.44K- 9.78% |
$87.3K - $90.3K
|
31.7K
$799K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-3.7K- 18.67% |
$93.9K - $97.2K
|
16.1K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-3.87K- 7.97% |
$98.2K - $102K
|
44.7K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.12K- 0.31% |
$104K - $108K
|
1.33M
$33.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.25K- 2.02% |
$108K - $112K
|
206K
$5.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-4.68K- 19.47% |
$119K - $123K
|
19.4K
$488K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-4.72K- 5.11% |
$120K - $124K
|
87.7K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.77K- 24.04% |
$121K - $125K
|
15.1K
$379K
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-4.81K- 7.92% |
$122K - $126K
|
55.9K
$1.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.41K- 13.02% |
$137K - $142K
|
36.1K
$910K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-5.79K- 22.96% |
$147K - $152K
|
19.4K
$489K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-5.93K- 26.83% |
$151K - $156K
|
16.2K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-6.54K- 1.7% |
$166K - $172K
|
378K
$9.53M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-7.42K- 13.66% |
$188K - $195K
|
46.9K
$1.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.39K- 10.04% |
$213K - $220K
|
75.2K
$1.89M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-8.61K- 16.21% |
$219K - $226K
|
44.5K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-8.87K- 11.54% |
$225K - $233K
|
68K
$1.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.01K- 1.59% |
$229K - $237K
|
557K
$14M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.08K- 6.87% |
$230K - $239K
|
123K
$3.1M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-10.5K- 19.64% |
$267K - $276K
|
43K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11K- 20.9% |
$280K - $289K
|
41.7K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-11.6K- 15.66% |
$295K - $306K
|
62.7K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.8K- 3.85% |
$299K - $310K
|
295K
$7.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.3K- 27.38% |
$337K - $348K
|
35.2K
$886K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-15.5K- 41.57% |
$394K - $408K
|
21.8K
$550K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.5K- 31.95% |
$444K - $459K
|
37.2K
$938K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-18K- 17.35% |
$457K - $473K
|
85.8K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-18K- 34.52% |
$458K - $474K
|
34.2K
$862K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-19.7K- 9.14% |
$500K - $518K
|
196K
$4.94M
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-20.6K- 74.19% |
$522K - $540K
|
7.15K
$180K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-25.3K- 19.78% |
$642K - $665K
|
103K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-32.4K- 4.51% |
$823K - $852K
|
687K
$17.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-35.8K- 52.64% |
$910K - $942K
|
32.3K
$812K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-39.2K- 33.89% |
$994K - $1.03M
|
76.4K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-41.2K- 10.28% |
$1.04M - $1.08M
|
359K
$9.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-45.5K- 0.93% |
$1.15M - $1.19M
|
4.85M
$122M
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-58.4K- 52.24% |
$1.48M - $1.53M
|
53.4K
$1.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-58.7K- 82.22% |
$1.49M - $1.54M
|
12.7K
$320K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-82.6K- 13.4% |
$2.1M - $2.17M
|
533K
$13.4M
|