Purchases and Sales Made in Q4 2024 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
617+ 37.01% |
$15.6K - $16.2K
|
2.28K
$59K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
609New |
$15.4K - $16K
|
609
$15.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
479+ 4.77% |
$12.1K - $12.6K
|
10.5K
$272K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
466+ 0.99% |
$11.8K - $12.3K
|
47.6K
$1.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
465+ 49.26% |
$11.8K - $12.2K
|
1.41K
$36.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
465+ 0.84% |
$11.8K - $12.2K
|
55.6K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
420+ 5.24% |
$10.6K - $11.1K
|
8.43K
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
410+ 0.45% |
$10.4K - $10.8K
|
92K
$2.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
401New |
$10.1K - $10.6K
|
401
$10.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
375+ 2.2% |
$9.49K - $9.87K
|
17.4K
$449K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
275+ 2.23% |
$6.96K - $7.24K
|
12.6K
$325K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
250+ 0.53% |
$6.33K - $6.58K
|
47.7K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
180+ 1.91% |
$4.55K - $4.74K
|
9.62K
$248K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
176+ 1.01% |
$4.45K - $4.63K
|
17.6K
$455K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
170+ 1.69% |
$4.3K - $4.47K
|
10.2K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
168New |
$4.25K - $4.42K
|
168
$4.34K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
141+ 0.79% |
$3.57K - $3.71K
|
18K
$463K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
137+ 0.07% |
$3.47K - $3.6K
|
195K
$5.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
131+ 1.43% |
$3.31K - $3.45K
|
9.31K
$240K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
55New |
$1.39K - $1.45K
|
55
$1.42K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
52+ 0.1% |
$1.32K - $1.37K
|
54.5K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
16+ 0.95% |
$405 - $421
|
1.71K
$44K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
13+ 1.4% |
$329 - $342
|
940
$24.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 0.1% |
$278 - $289
|
11.1K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.4% |
$152 - $158
|
1.51K
$38.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3+ 0.04% |
$75.9 - $78.9
|
8.25K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
1+ 0.04% |
$25.3 - $26.3
|
2.79K
$71.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-22- 0.18% |
$557 - $579
|
12.3K
$319K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-85- 0.07% |
$2.15K - $2.24K
|
130K
$3.34M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-100- 1.1% |
$2.53K - $2.63K
|
8.98K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-119- 0.92% |
$3.01K - $3.13K
|
12.8K
$331K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-139- 0.22% |
$3.52K - $3.66K
|
62.5K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-147- 0.61% |
$3.72K - $3.87K
|
23.9K
$617K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-154- 0.49% |
$3.9K - $4.05K
|
31.1K
$803K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-160- 0.37% |
$4.05K - $4.21K
|
43K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-225- 2.6% |
$5.69K - $5.92K
|
8.42K
$217K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-236- 1.17% |
$5.97K - $6.21K
|
20K
$515K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-259- 1.56% |
$6.55K - $6.81K
|
16.4K
$422K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-262- 1.29% |
$6.63K - $6.89K
|
20.1K
$518K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-309- 1.29% |
$7.82K - $8.13K
|
23.7K
$610K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-338- 3.46% |
$8.55K - $8.89K
|
9.43K
$243K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-478- 1.56% |
$12.1K - $12.6K
|
30.2K
$779K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-512- 1.65% |
$13K - $13.5K
|
30.6K
$790K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-544- 1.22% |
$13.8K - $14.3K
|
44K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-564- 2.02% |
$14.3K - $14.8K
|
27.3K
$705K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-580- 6.14% |
$14.7K - $15.3K
|
8.86K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-596- 3.69% |
$15.1K - $15.7K
|
15.6K
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-758- 4.1% |
$19.2K - $19.9K
|
17.7K
$457K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-805- 3.7% |
$20.4K - $21.2K
|
20.9K
$540K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-880- 8.92% |
$22.3K - $23.2K
|
8.99K
$232K
|