Purchases and Sales Made in Q4 2025 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q4 2025. 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, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
255K+ 1648.97% |
$6.34M - $6.45M
|
270K
$6.77M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
182K+ 332.41% |
$4.53M - $4.6M
|
237K
$5.94M
|
|
|
Jan 26, 2026
Q4 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
85K+ 49.67% |
$2.11M - $2.15M
|
256K
$6.42M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
60.4KNew |
$1.5M - $1.53M
|
60.4K
$1.51M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54.1K+ 13.76% |
$1.35M - $1.37M
|
448K
$11.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
50.5K+ 8.53% |
$1.25M - $1.28M
|
642K
$16.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
50.3K+ 91.33% |
$1.25M - $1.27M
|
105K
$2.64M
|
|
|
Jan 23, 2026
Q4 2025
|
Rede Wealth, LLC
|
BUY
|
- |
31.7KNew |
$789K - $802K
|
31.7K
$795K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
19.1K+ 464.17% |
$476K - $484K
|
23.3K
$583K
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
18.7K+ 17.5% |
$464K - $473K
|
126K
$3.14M
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
17K+ 132.32% |
$423K - $431K
|
29.9K
$749K
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
16.5K+ 21.54% |
$409K - $416K
|
92.9K
$2.33M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
13.6K+ 18.77% |
$339K - $345K
|
86.3K
$2.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
11.7KNew |
$290K - $295K
|
11.7K
$292K
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 16.5% |
$262K - $266K
|
74.4K
$1.86M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
10.3K+ 5.16% |
$255K - $260K
|
209K
$5.24M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10KNew |
$249K - $253K
|
10K
$251K
|
|
|
Jan 23, 2026
Q4 2025
|
Bowman & CO S.C.
|
BUY
|
- |
9.27KNew |
$230K - $234K
|
9.27K
$232K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
9.25K+ 22.36% |
$230K - $234K
|
50.6K
$1.27M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9.17KNew |
$228K - $232K
|
9.17K
$230K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.44K+ 1.46% |
$210K - $213K
|
585K
$14.7M
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.42KNew |
$209K - $213K
|
8.42K
$211K
|
|
|
Jan 26, 2026
Q4 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
7K+ 69.65% |
$174K - $177K
|
17.1K
$427K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.44K+ 50.3% |
$160K - $163K
|
19.3K
$482K
|
|
|
Jan 20, 2026
Q4 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
5.01K+ 22.9% |
$125K - $127K
|
26.9K
$674K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.93K+ 5.59% |
$122K - $125K
|
93K
$2.33M
|
|
|
Jan 23, 2026
Q4 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.49K+ 32.73% |
$112K - $114K
|
18.2K
$456K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.32K+ 28.47% |
$107K - $109K
|
19.5K
$488K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.87K+ 4.5% |
$96.3K - $97.9K
|
90.1K
$2.26M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.42K+ 7.14% |
$85K - $86.4K
|
51.3K
$1.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
3.29K+ 6.44% |
$81.8K - $83.2K
|
54.4K
$1.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.28K+ 8.24% |
$81.5K - $82.9K
|
43.1K
$1.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Act Advisors, Llc.
|
BUY
|
- |
2.57K+ 6.47% |
$63.8K - $64.9K
|
42.3K
$1.06M
|
|
|
Jan 22, 2026
Q4 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
2.35K+ 8.82% |
$58.5K - $59.5K
|
29K
$728K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.02K+ 0.51% |
$50.2K - $51.1K
|
398K
$9.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.67KNew |
$41.6K - $42.3K
|
1.67K
$41.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.62K+ 154.43% |
$40.3K - $41K
|
2.67K
$66.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.53K+ 2.34% |
$38.1K - $38.7K
|
67.1K
$1.68M
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.28K+ 6.79% |
$31.8K - $32.4K
|
20.1K
$505K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
624+ 0.53% |
$15.5K - $15.8K
|
119K
$2.98M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
598+ 0.78% |
$14.9K - $15.1K
|
77.3K
$1.94M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
289+ 0.34% |
$7.18K - $7.31K
|
86.2K
$2.16M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
207+ 0.71% |
$5.14K - $5.23K
|
29.5K
$739K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
112+ 5.78% |
$2.78K - $2.83K
|
2.05K
$51.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
99+ 0.37% |
$2.46K - $2.5K
|
27.1K
$680K
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
92New |
$2.29K - $2.33K
|
92
$2.3K
|
|
|
Jan 26, 2026
Q4 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
82+ 0.73% |
$2.04K - $2.07K
|
11.2K
$282K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
55+ 12.61% |
$1.37K - $1.39K
|
491
$12.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
44+ 0.05% |
$1.09K - $1.11K
|
84.5K
$2.12M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
27+ 0.08% |
$671 - $683
|
34.7K
$870K
|
|