Institutional Ownership Spdr Bloomberg High Yield Bond (JNK)
This table provides information about the institutional ownership of Spdr Bloomberg High Yield Bond (JNK). We have compiled data on the 619 institutions that hold shares in the stock, with a total of 72.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
31
shares
|
$2,973
0.0% of portfolio
|
Q1 2024
Reduced 77.04%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
31
shares
|
$2,973
0.0% of portfolio
|
Q3 2022
Reduced 32.61%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
31
shares
|
$2,973
0.0% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
30
shares
|
$2,877
0.0% of portfolio
|
Q2 2021
Reduced 58.9%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
29
shares
|
$2,781
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
26
shares
|
$2,493
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
25
shares
|
$2,397
0.0% of portfolio
|
Q2 2021
Reduced 92.09%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
25
shares
|
$2,397
0.0% of portfolio
|
Q4 2024
Reduced 41.86%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
24
shares
|
$2,301
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
21
shares
|
$2,014
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
17
shares
|
$1,630
0.0% of portfolio
|
Q4 2024
Reduced 95.32%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
15
shares
|
$1,438
0.0% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
12
shares
|
$1,150
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
10
shares
|
$959
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
9
shares
|
$863
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
9
shares
|
$863
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9
shares
|
$863
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
8
shares
|
$767
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
8
shares
|
$767
0.0% of portfolio
|
Q3 2024
Reduced 72.41%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
7
shares
|
$671
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
6
shares
|
$575
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
6
shares
|
$575
0.0% of portfolio
|
Q2 2024
Reduced 90.48%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
6
shares
|
$575
0.0% of portfolio
|
Q2 2022
Reduced 76.92%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
6
shares
|
$575
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
5
shares
|
$479
0.0% of portfolio
|
Q4 2019
New holding
|