Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Spdr Nuveen S&p High Yield Municipal Bond (HYMB)  
$25.35 0.19 (0.76%) as of 4:30 Fri 5/3


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 311    11
Total shares held : 
80,695,696  
% of shares held : 
37.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  61  
Amount of shares held : 
18,584,294  
% of shares held change : 
  8.68%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$23.60  
Last Quarter's Ending Price : 
$25.30  
Last Quarter's Average Price
$24.16  
Change from last quarter's     
avg. price to the last closing  : 
1.19 (4.93%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
42
 6,326,400
 7.84%
 
Increased Positions :
133
 17,345,897
 21.5%
 
Unchanged Positions :
53
 973,184
 1.21%
 
Decreased Positions :
83
-4,538,189
-5.62%
 
Closed Positions :
31
-549,814
-0.68%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Atlantic Trust Group LLC 380 *New 2023-12-31 207,651 $5,254,000 207,651
   Prime Capital Investment Advisors LLC *New 2023-12-31 164,850 $4,171,000 164,850
   Legacy Financial Advisors Inc. 25 *New 2023-12-31 129,878 $3,286,000 129,878
   CABANA LLC 3 *New 2023-12-31 92,372 $2,337,000 92,372
   JANNEY MONTGOMERY SCOTT LLC 1114 *New 2023-12-31 76,034 $1,924,000 76,034
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 110 *New 2023-12-31 65,161 $1,649,000 65,161
   BURNS WEALTH MANAGEMENT, INC. 235 *New 2023-12-31 50,086 $1,267,000 50,086
   Foundations Investment Advisors LLC 270 *New 2023-12-31 48,609 $1,247,000 48,609
   D.B. Root & Company LLC 62 *New 2024-03-31 45,822 $1,177,000 45,822
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. *New 2023-12-31 37,179 $941,000 37,179
   Crabel Capital Management LLC 50 *New 2023-12-31 36,920 $934,000 36,920
   PARK AVENUE SECURITIES LLC 811 *New 2024-03-31 27,653 $710,000 27,653
   Xcel Wealth Management LLC 83 *New 2024-03-31 18,000 $462,000 18,000
   MONETA GROUP INVESTMENT ADVISORS INC 426 *New 2023-12-31 13,072 $331,000 13,072
   Csenge Advisory Group 503 *New 2023-12-31 12,964 $328,000 12,964
   SCHMIDT P J INVESTMENT MANAGEMENT INC 145 *New 2024-03-31 12,740 $327,000 12,740
   Atomi Financial Group Inc. 410 *New 2023-12-31 12,062 $305,000 12,062
   Atlas Private Wealth Management 107 *New 2024-03-31 10,200 $262,000 10,200
   Rede Wealth LLC 77 *New 2023-12-31 10,076 $255,000 10,076
   IFG Advisory LLC 500 *New 2023-12-31 10,032 $254,000 10,032
   Capital Investment Advisors LLC 531 *New 2024-03-31 9,400 $241,000 9,400
   Acorn Wealth Advisors LLC 173 *New 2024-03-31 9,345 $240,000 9,345
   Oakmont Partners LLC 630 *New 2024-03-31 9,280 $238,000 9,280
   DORSEY & WHITNEY TRUST CO LLC 537 *New 2023-12-31 8,880 $225,000 8,880
   Canvas Wealth Advisors LLC 136 *New 2024-03-31 8,587 $217,000 8,587
   TCP Asset Management LLC 76 *New 2024-03-31 8,055 $207,000 8,055
   Fairhaven Wealth Management LLC 101 *New 2023-12-31 8,009 $203,000 8,009
   GeoWealth Management LLC 506 *New 2023-12-31 7,913 $200,000 7,913
   GoalVest Advisory LLC 118 *New 2024-03-31 6,290 $162,000 6,290
   PACIFIC CAPITAL WEALTH ADVISORS INC 101 *New 2023-12-31 3,684 $93,000 3,684
   Capital Investment Advisory Services LLC 737 *New 2024-03-31 1,000 $26,000 1,000
   Coppell Advisory Solutions LLC 705 *New 2023-12-31 860 $22,000 860
   FIRST MANHATTAN CO 1046 *New 2023-12-31 635 $16,000 635
   JNBA FINANCIAL ADVISORS 545 *New 2024-03-31 144 $4,000 144
   FTB Advisors Inc. 1867 *New 2024-03-31 161 $4,000 161
   BROWN BROTHERS HARRIMAN & CO 1023 *New 2023-12-31 176 $4,000 176
   HOWE & RUSLING INC 371 *New 2023-12-31 48 $1,000 48
   Larson Financial Group LLC 1519 *New 2023-12-31 32 $1,000 32
   Retirement Group LLC 730 *New 2023-12-31 52 $1,000 52

  39 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results