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 76 Million shares, which have been reported (via 13F filing form) to have a value of $7.42 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
18,387
shares
|
$1.8 Million
0.52% of portfolio
|
Q2 2025
Added 11.84%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
17,735
shares
|
$1.73 Million
0.05% of portfolio
|
Q1 2024
Added 4.04%
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
17,511
shares
|
$1.71 Million
0.63% of portfolio
|
Q2 2025
Added 2318.65%
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
17,457
shares
|
$1.71 Million
0.35% of portfolio
|
Q1 2025
Added 4.68%
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
17,389
shares
|
$1.7 Million
0.01% of portfolio
|
Q2 2025
Added 21.87%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
16,977
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.84%
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
16,968
shares
|
$1.66 Million
0.13% of portfolio
|
Q2 2025
Reduced 11.0%
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,200
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 28.76%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
16,098
shares
|
$1.57 Million
0.04% of portfolio
|
Q2 2025
Reduced 68.19%
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
15,750
shares
|
$1.54 Million
1.53% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
Florin Court Capital LLP
|
Aug 06, 2025 Q2 2025 |
15,600
shares
|
$1.52 Million
1.61% of portfolio
|
Q2 2025
Added 4.0%
|
|
Sincerus Advisory, LLC
New York, NY |
Jul 28, 2025 Q2 2025 |
15,329
shares
|
$1.5 Million
1.4% of portfolio
|
Q2 2025
Added 3.12%
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
15,256
shares
|
$1.49 Million
0.24% of portfolio
|
Q2 2025
Reduced 55.24%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
15,107
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2025
Added 18.02%
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Jul 09, 2025 Q2 2025 |
15,074
shares
|
$1.47 Million
2.23% of portfolio
|
Q2 2025
Added 5.82%
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
14,823
shares
|
$1.45 Million
0.35% of portfolio
|
Q2 2025
Added 22.68%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
14,578
shares
|
$1.42 Million
0.27% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
14,575
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 68.55%
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
14,322
shares
|
$1.4 Million
0.06% of portfolio
|
Q2 2025
Added 19.67%
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
14,265
shares
|
$1.39 Million
0.66% of portfolio
|
Q2 2025
Added 13.21%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
14,026
shares
|
$1.37 Million
0.05% of portfolio
|
Q2 2025
Added 1.69%
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
14,000
shares
|
$1.37 Million
1.72% of portfolio
|
Q1 2023
New holding
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
13,473
shares
|
$1.32 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
13,212
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
13,006
shares
|
$1.27 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.41%
|