Purchases and Sales Made in Q1 2023 in Spdr Bloomberg High Yield Bond (JNK)
This table provides information about the institutional ownership of Spdr Bloomberg High Yield Bond (JNK) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG HIGH YIELD BOND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
599+ 4.6% |
$53.7K - $56.7K
|
13.6K
$1.3M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
548+ 13.77% |
$49.1K - $51.9K
|
4.53K
$432K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
546+ 20.03% |
$48.9K - $51.7K
|
3.27K
$312K
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
526+ 1.54% |
$47.1K - $49.8K
|
34.6K
$3.3M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
504+ 6.98% |
$45.1K - $47.7K
|
7.73K
$737K
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
492New |
$44.1K - $46.6K
|
492
$46.9K
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
480+ 16.26% |
$43K - $45.4K
|
3.43K
$327K
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
460New |
$41.2K - $43.5K
|
460
$43.9K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
439New |
$39.3K - $41.5K
|
439
$41.9K
|
|
May 11, 2023
Q1 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
433+ 1.08% |
$38.8K - $41K
|
40.6K
$3.88M
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
402+ 0.5% |
$36K - $38K
|
80.4K
$7.66M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
398+ 5.98% |
$35.6K - $37.7K
|
7.05K
$672K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
398+ 0.41% |
$35.6K - $37.7K
|
98K
$9.34M
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
357+ 37.94% |
$32K - $33.8K
|
1.3K
$124K
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
350New |
$31.3K - $33.1K
|
350
$33.4K
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
350+ 3.59% |
$31.3K - $33.1K
|
10.1K
$963K
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
311New |
$27.9K - $29.4K
|
311
$29.7K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
300New |
$26.9K - $28.4K
|
300
$28.6K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
278+ 6.2% |
$24.9K - $26.3K
|
4.76K
$454K
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
266New |
$23.8K - $25.2K
|
266
$25.4K
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
260+ 9.09% |
$23.3K - $24.6K
|
3.12K
$297K
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
245+ 1.52% |
$21.9K - $23.2K
|
16.4K
$1.56M
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
245+ 4.0% |
$21.9K - $23.2K
|
6.37K
$607K
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
240+ 0.71% |
$21.5K - $22.7K
|
34K
$3.24M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
235+ 2.22% |
$21K - $22.2K
|
10.8K
$1.03M
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
233New |
$20.9K - $22K
|
233
$22.2K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
229+ 995.65% |
$20.5K - $21.7K
|
252
$24K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
221+ 21.35% |
$19.8K - $20.9K
|
1.26K
$120K
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
207+ 0.74% |
$18.5K - $19.6K
|
28.1K
$2.68M
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
178+ 4.3% |
$15.9K - $16.8K
|
4.32K
$411K
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
176New |
$15.8K - $16.7K
|
176
$16.8K
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
165+ 0.15% |
$14.8K - $15.6K
|
113K
$10.8M
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
165+ 206.25% |
$14.8K - $15.6K
|
245
$23.4K
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
151+ 2.44% |
$13.5K - $14.3K
|
6.34K
$604K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
148+ 0.84% |
$13.3K - $14K
|
17.8K
$1.7M
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
146New |
$13.1K - $13.8K
|
146
$13.9K
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
127+ 0.53% |
$11.4K - $12K
|
24.2K
$2.31M
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
113+ 66.47% |
$10.1K - $10.7K
|
283
$27K
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
109+ 1.24% |
$9.76K - $10.3K
|
8.92K
$850K
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
108+ 1.91% |
$9.67K - $10.2K
|
5.78K
$551K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
106New |
$9.49K - $10K
|
106
$10.1K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
100+ 1666.67% |
$8.96K - $9.46K
|
106
$10.1K
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
100+ 50.0% |
$8.96K - $9.46K
|
300
$28.6K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
65New |
$5.82K - $6.15K
|
65
$6.2K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
58New |
$5.2K - $5.49K
|
58
$5.53K
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
54+ 0.7% |
$4.84K - $5.11K
|
7.75K
$739K
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
52+ 0.94% |
$4.66K - $4.92K
|
5.6K
$534K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
52+ 0.51% |
$4.66K - $4.92K
|
10.3K
$984K
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
37+ 1.25% |
$3.31K - $3.5K
|
3K
$286K
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
27+ 5.2% |
$2.42K - $2.56K
|
546
$52.1K
|