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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
171+ 1.22% |
$4.33K - $4.5K
|
14.2K
$365K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
170+ 1.69% |
$4.3K - $4.47K
|
10.2K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
168New |
$4.25K - $4.42K
|
168
$4.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
141+ 0.79% |
$3.57K - $3.71K
|
18K
$460K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
137+ 0.07% |
$3.47K - $3.6K
|
195K
$4.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
131+ 1.43% |
$3.31K - $3.45K
|
9.31K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
55New |
$1.39K - $1.45K
|
55
$1.41K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
52+ 0.1% |
$1.32K - $1.37K
|
54.5K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
40New |
$1.01K - $1.05K
|
40
$1.02K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
37New |
$936 - $973
|
37
$947
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 1.46% |
$582 - $605
|
1.6K
$40.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
16+ 0.95% |
$405 - $421
|
1.71K
$43.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
13+ 1.4% |
$329 - $342
|
940
$24.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
11+ 0.07% |
$278 - $289
|
15.9K
$408K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 0.1% |
$278 - $289
|
11.1K
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.4% |
$152 - $158
|
1.51K
$38.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3+ 0.04% |
$75.9 - $78.9
|
8.25K
$211K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3+ 1.29% |
$75.9 - $78.9
|
235
$6.02K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
1+ 0.04% |
$25.3 - $26.3
|
2.79K
$71.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5- 3.4% |
$127 - $132
|
142
$3.64K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-22- 0.18% |
$557 - $579
|
12.3K
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-85- 0.07% |
$2.15K - $2.24K
|
130K
$3.32M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-100- 1.1% |
$2.53K - $2.63K
|
8.98K
$230K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-119- 0.92% |
$3.01K - $3.13K
|
12.8K
$328K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-139- 0.22% |
$3.52K - $3.66K
|
62.5K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-147- 0.61% |
$3.72K - $3.87K
|
23.9K
$612K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-154- 0.49% |
$3.9K - $4.05K
|
31.1K
$796K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-160- 0.37% |
$4.05K - $4.21K
|
43K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-191- 4.44% |
$4.83K - $5.03K
|
4.11K
$105K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-225- 2.6% |
$5.69K - $5.92K
|
8.42K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-236- 1.17% |
$5.97K - $6.21K
|
20K
$511K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-259- 1.56% |
$6.55K - $6.81K
|
16.4K
$419K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-262- 1.29% |
$6.63K - $6.89K
|
20.1K
$514K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-309- 1.29% |
$7.82K - $8.13K
|
23.7K
$605K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-338- 3.46% |
$8.55K - $8.89K
|
9.43K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-478- 1.56% |
$12.1K - $12.6K
|
30.2K
$773K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-512- 1.65% |
$13K - $13.5K
|
30.6K
$783K
|
|
|
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
$699K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-580- 6.14% |
$14.7K - $15.3K
|
8.86K
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-596- 3.69% |
$15.1K - $15.7K
|
15.6K
$399K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-758- 4.1% |
$19.2K - $19.9K
|
17.7K
$454K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-805- 3.7% |
$20.4K - $21.2K
|
20.9K
$536K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-880- 8.92% |
$22.3K - $23.2K
|
8.99K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-965- 8.99% |
$24.4K - $25.4K
|
9.77K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1K- 3.7% |
$25.3K - $26.3K
|
26.1K
$667K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.17K- 12.75% |
$29.7K - $30.9K
|
8.02K
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.17K- 4.75% |
$29.7K - $30.9K
|
23.5K
$602K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.23K- 6.7% |
$31.1K - $32.4K
|
17.1K
$439K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.27K- 12.18% |
$32.1K - $33.4K
|
9.16K
$234K
|