Skip to content
Disclosery

HYMB SPDR SERIES TRUST

Follow

NUVEEN ICE HIGH (fund)

389 managers (395 13F filers) reported a position in HYMB shares at 2024-12-31, 87,830,112 shares in all. 37 filers opened a position and 22 filers sold out during the quarter.

Managers
389
13F filers
395
New
37
Added
166
Reduced
107
Sold out
22
Shares held by filers
87,830,112

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Financial Advocates Investment Manageme…25,390$649K0.04%-1,40213F-HRTimeline
Ariadne Wealth Management, LP24,800$641K0.29%-6,12313F-HRTimeline
PFS Partners, LLC23,889$611K0.33%new13F-HRTimeline
Washington Trust Bank23,863$610K0.06%-8,38713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Accurate Wealth Management, LLC23,908$606K0.12%-14713F-HRTimeline
Howard Capital Management, LLC23,650$605K0.01%-30913F-HRTimeline
Geneos Wealth Management Inc.23,515$602K0.02%-1,17313F-HRTimeline
Aptus Capital Advisors, LLC22,711$581K0.01%new13F-HRTimeline
Strategic Financial Partners, Ltd.22,576$578K0.29%-3,78213F-HRTimeline
Global Retirement Partners, LLC22,502$576K0.02%+1,05513F-HRTimeline
EP Wealth Advisors, LLC21,561$552K<0.01%-6513F-HRTimeline
Roberts Financial Services LLC20,943$536K0.1%013F-HRTimeline
Stablepoint Partners, LLC20,925$535K0.1%-80513F-HRTimeline
Rede Wealth, LLC20,733$530K0.2%+1,20013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC20,657$528K0.07%-42013F-HRTimeline
Integrity Wealth Solutions LLC20,347$520K0.29%+98713F-HRTimeline
Advisory Services Network, LLC20,313$520K0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.20,052$513K0.01%new13F-HRTimeline
SAXON INTERESTS, INC.19,956$510K0.22%-23613F-HRTimeline
Weitzel Financial Services, Inc.19,837$508K0.24%+1,28813F-HRTimeline
Acorn Wealth Advisors, LLC19,808$507K0.21%+3,83413F-HRTimeline
CWM, LLCin group CWM, LLC19,749$505K<0.01%+10,51413F-HRTimelineGroup
Joel Adams & Associates, Inc.19,701$504K0.46%13F-HRTimeline
MBL Wealth, LLC19,238$492K0.05%+24713F-HRTimeline
Forefront Wealth Partners, LLC18,893$483K0.36%13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.18,550$475K0.15%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC18,500$473K0.01%-1,97013F-HRTimeline
TrinityPoint Wealth, LLC18,208$466K0.07%+6,98213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,615$462K<0.01%+17613F-HRTimelineGroup
Xcel Wealth Management, LLC18,000$460K0.13%013F-HRTimeline
Insight Wealth Strategies, LLC17,957$459K0.06%+14113F-HRTimeline
Curtis Advisory Group, LLC17,889$458K0.12%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC17,723$453K0.05%-2,46013F-HRTimeline
BCS Wealth Management17,721$453K0.11%-75813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC17,415$445K0.08%+37513F-HRTimeline
Wealthfront Advisers LLC17,230$441K<0.01%+4,69313F-HR/ATimeline
Smith Anglin Financial, LLC17,148$439K0.04%-1,23113F-HRTimeline
WPG Advisers, LLC17,048$436K0.41%13F-HRTimeline
Alta Wealth Advisors LLC16,915$433K0.19%-2,51713F-HRTimeline
Performance Wealth Partners, LLC16,742$428K0.01%-9,10313F-HRTimeline
Csenge Advisory Group16,369$419K0.02%-25913F-HRTimeline
Warther Private Wealth, LLC16,302$417K0.14%013F-HRTimeline
Ballentine Partners, LLC16,280$416K0.01%new13F-HRTimeline
COMERICA BANK16,038$410K<0.01%-1,55013F-HR/ATimeline
Diversified Enterprises, LLC15,932$408K0.04%+1113F-HRTimeline
ShoreHaven Wealth Partners, LLC15,625$400K0.19%new13F-HRTimeline
Everhart Financial Group, Inc.15,573$398K0.08%-59613F-HRTimeline
World Investment Advisors15,278$391K0.01%-6,56913F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT15,248$390K0.03%013F-HRTimelineGroup
Composition Wealth, LLC14,973$383K0.01%new13F-HRTimeline
Caldwell Trust Co14,858$380K0.04%+4613F-HRTimeline
Platform Technology Partners14,820$379K0.11%013F-HRTimeline
Hilltop Partners LLC14,437$369K0.13%+3,07613F-HRTimeline
1900 WEALTH MANAGEMENT LLC14,389$368K0.03%-28,59213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC14,239$364K0.01%+17113F-HRTimeline
Jacobi Capital Management LLC14,200$363K0.03%013F-HRTimeline
Valmark Advisers, Inc.14,142$362K0.01%new13F-HRTimeline
IMA Advisory Services, Inc.13,867$355K0.04%+1,48713F-HRTimeline
Fort Point Capital Partners LLC13,688$350K0.04%013F-HRTimeline
Sincerus Advisory, LLC13,610$348K0.37%13F-HRTimeline
Clifford Group, LLC13,163$337K0.26%+1,29113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,826$328K0.01%-11913F-HRTimelineGroup
Sowell Financial Services LLC12,609$323K0.02%+27513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC12,494$320K0.03%013F-HRTimeline
Verdence Capital Advisors LLC12,423$318K0.03%new13F-HRTimeline
Steele Capital Management, Inc.12,407$317K0.02%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …12,347$313K0.02%-2213F-HRTimelineGroup
Independent Advisor Alliance12,071$309K<0.01%new13F-HRTimeline
Blue Oak Capital, LLC12,064$309K0.19%13F-HRTimeline
FIDUCIENT ADVISORS LLC12,055$308K0.04%+4,11413F-HRTimeline
EAGLE WEALTH STRATEGIES LLC11,990$307K0.22%013F-HRTimeline
Canvas Wealth Advisors, LLC11,951$306K0.08%+2,15813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,593$297K<0.01%-4,52013F-HRTimelineGroup
IFP Advisors, Inc11,133$285K0.01%+1113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,105$284K<0.01%-24,02113F-HRTimelineGroup
Strategic Financial Planning, Inc.11,103$284K0.19%-74213F-HRTimeline
Advisory Alpha, LLC10,713$274K0.01%+1,44813F-HRTimeline
Dakota Wealth Management10,527$269K0.01%+47913F-HRTimeline
Capital Investment Advisors, LLC10,431$267K0.01%+1,02313F-HRTimeline
New Insight Wealth Advisors10,322$264K0.13%+66613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,244$262K<0.01%-2,54413F-HRTimelineGroup
Clearstead Advisors, LLC10,231$262K<0.01%new13F-HRTimeline
Strategies Wealth Advisors, LLC10,105$261K0.03%-94613F-HRTimeline
TFB Advisors LLC10,182$260K0.07%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC10,158$260K0.09%013F-HRTimeline
Sigma Planning Corp10,150$260K0.01%+72213F-HRTimeline
Bernardo Wealth Planning LLC10,207$259K0.06%+17013F-HRTimeline
HCR Wealth Advisors10,050$257K0.03%013F-HRTimeline
Avior Wealth Management, LLC9,974$255K0.01%013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC9,690$250K0.09%13F-HRTimeline
WealthShield Partners, LLC9,765$250K0.04%-96513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC9,622$246K0.02%+18013F-HRTimelineGroup
First Heartland Consultants, Inc.9,599$246K0.03%+1,66413F-HRTimeline
Engineers Gate Manager LP9,586$245K<0.01%new13F-HRTimeline
Ariston Services Group9,476$242K0.21%new13F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV9,475$242K0.08%013F-HRTimeline
Per Stirling Capital Management, LLC.9,475$242K0.03%new13F-HRTimeline
Global Financial Private Client, LLC9,429$241K0.09%-33813F-HRTimeline
BXM Wealth LLC9,393$240K0.34%13F-HRTimeline
Black Diamond Financial, LLC9,320$238K0.04%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC9,306$238K0.06%+13113F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC9,268$237K0.01%013F-HRTimeline
FOSTER & MOTLEY INC9,155$234K0.02%-1,27013F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,991$230K0.01%-88013F-HRTimeline
Weaver Consulting Group8,978$230K0.07%-10013F-HRTimeline
Legacy Advisory Services, LLC8,964$229K0.2%new13F-HRTimeline
Veery Capital, LLC8,961$229K0.09%-3,57713F-HRTimeline
Kovack Advisors, Inc.8,860$227K0.02%-58013F-HRTimeline
Gladstone Institutional Advisory LLC8,827$226K0.01%new13F-HRTimeline
Retirement Investment Advisors, Inc.8,653$221K0.02%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,637$221K<0.01%-55,46813F-HRTimelineGroup
Marcum Wealth, LLC8,430$216K0.02%+42013F-HRTimeline
Fairhaven Wealth Management, LLC8,420$215K0.07%-22513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,297$212K<0.01%-312,54113F-HRTimelineGroup
AlphaStar Capital Management, LLC8,251$211K0.02%+313F-HRTimeline
MANNING & NAPIER ADVISORS LLC8,250$211K<0.01%-4,43713F-HRTimeline
Trademark Financial Management, LLC8,248$211K0.17%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO8,150$210K0.07%new13F-HRTimeline
Intrua Financial, LLC8,192$210K0.03%-3,92113F-HRTimeline
Waverly Advisors, LLC8,093$207K<0.01%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC8,024$205K0.11%-1,17313F-HRTimeline
TCP Asset Management, LLC8,016$205K0.05%013F-HRTimeline
Omega Financial Group, LLC7,912$202K0.08%013F-HRTimeline
Summit Financial, LLC7,869$201K0.01%new13F-HRTimeline
Founders Financial Alliance, LLC6,944$178K0.05%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,334$162K<0.01%+5,98713F-HRTimeline
Allworth Financial LP5,437$140K<0.01%+1,21613F-HRTimeline
Medallion Wealth Advisors, LLC4,938$125K0.06%13F-HRTimeline
CENTAURUS FINANCIAL, INC.4,626$118K0.01%new13F-HRTimeline
Parallel Advisors, LLC4,108$105K<0.01%-19113F-HRTimeline
Pathway Financial Advisers, LLC4,026$103K0.03%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,000$103K0.01%013F-HRTimeline
Clean Yield Group3,593$91.9K0.03%013F-HRTimeline
GeoWealth Management, LLC3,542$90.6K<0.01%-50713F-HRTimeline
Nemes Rush Group LLC3,436$87.9K0.01%+1,85413F-HRTimeline
Friedenthal Financial2,785$71.2K0.04%+113F-HRTimeline
FAS Wealth Partners, Inc.2,308$59K<0.01%+54313F-HRTimeline
AdvisorNet Financial, Inc2,284$58.4K<0.01%+61713F-HRTimeline
Transcendent Capital Group LLC1,705$43.6K0.02%+1613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,595$40.8K<0.01%+2313F-HRTimeline
GAMMA Investing LLC1,560$39.9K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,505$38.5K<0.01%+613F-HRTimelineGroup
EPG Wealth Management LLC1,421$36.3K0.01%013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…1,409$36K0.01%+46513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,317$33.7K<0.01%+97513F-HRTimelineGroup
Laurel Wealth Advisors LLC1,272$32.5K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,246$31.9K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,151$29.4K<0.01%13F-HRTimeline
CoreCap Advisors, LLC1,010$25.8K<0.01%-11013F-HRTimeline
Capital Investment Advisory Services, L…1,000$25.6K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.940$24.1K0.01%+1313F-HRTimeline
Key Financial Inc900$23K0.01%013F-HRTimeline
Evergreen Private Wealth LLC863$22.1K0.01%013F-HRTimeline
Rise Advisors, LLC846$21.6K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…776$19.8K<0.01%013F-HR/ATimeline
CENTRAL TRUST Co738$18.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.680$17.4K<0.01%013F-HRTimeline
Advantage Trust Co672$17.1K0.01%new13F-HRTimeline
Lavaca Capital LLC661$16.9K0.01%new13F-HRTimeline
Bogart Wealth, LLC658$16.8K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC648$16.6K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC609$15.6K<0.01%013F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC609$15.6K0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC604$15.4K0.01%13F-HRTimeline
Peterson Wealth Services401$10.3K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC320$8.19K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.312$8.02K<0.01%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO271$6.93K<0.01%013F-HRTimelineGroup
OARSMAN CAPITAL, INC.235$6.01K<0.01%+313F-HRTimeline
Paladin Advisory Group, LLC225$5.76K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC225$5.76K<0.01%013F-HRTimeline
Continuum Advisory, LLC170$4.35K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…168$4.3K<0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources142$3.63K<0.01%-513F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.140$3.58K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC100$2.57K<0.01%13F-HRTimeline
Beacon Capital Management, LLC95$2.43K<0.01%013F-HRTimeline
Park Square Financial Group, LLC88$2.25K<0.01%13F-HRTimeline
West Branch Capital LLC82$2.1K<0.01%013F-HRTimeline
Dunhill Financial, LLC58$1.48K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.55$1.41K<0.01%13F-HRTimeline
HOWE & RUSLING INC48$1.23K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC41$1.05K<0.01%-38313F-HRTimeline
Cassady Schiller Wealth Management, LLC40$1.02K<0.01%new13F-HRTimeline
Spurstone Advisory Services, LLC40$1.02K0.02%13F-HRTimeline
Transce3nd, LLC39$998<0.01%13F-HRTimeline
Horizon Investments, LLC37$943<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.20$512<0.01%013F-HRTimeline
Raleigh Capital Management Inc.20$512<0.01%013F-HRTimeline