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 |
|---|---|---|---|---|---|---|---|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-1.75K- 16.18% |
$156K - $165K
|
9.05K
$863K
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-1.75K- 16.18% |
$156K - $165K
|
9.05K
$863K
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.75K- 32.22% |
$156K - $165K
|
3.68K
$350K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.78K- 39.68% |
$160K - $169K
|
2.71K
$258K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.91K- 32.08% |
$171K - $180K
|
4.04K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.96K- 9.45% |
$176K - $186K
|
18.8K
$1.79M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.01K- 13.34% |
$180K - $190K
|
13.1K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.04K- 14.87% |
$183K - $193K
|
11.7K
$1.11M
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.07K- 3.37% |
$185K - $196K
|
59.2K
$5.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.25K- 32.25% |
$201K - $213K
|
4.73K
$450K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.27K- 40.86% |
$203K - $215K
|
3.29K
$313K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.3K- 35.46% |
$206K - $217K
|
4.18K
$399K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.3K- 17.01% |
$206K - $218K
|
11.2K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.33K- 5.57% |
$208K - $220K
|
39.4K
$3.76M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.34K- 11.61% |
$210K - $222K
|
17.8K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.46K- 43.95% |
$220K - $233K
|
3.14K
$299K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.48K- 7.29% |
$222K - $235K
|
31.5K
$3.01M
|
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-2.53K- 20.96% |
$226K - $239K
|
9.52K
$908K
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-2.71K- 26.58% |
$242K - $256K
|
7.48K
$713K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.71K- 8.77% |
$242K - $256K
|
28.2K
$2.68M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.75K- 22.78% |
$246K - $260K
|
9.32K
$888K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.82K- 8.37% |
$253K - $267K
|
30.9K
$2.94M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.83K- 5.33% |
$254K - $268K
|
50.3K
$4.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-2.9K- 16.87% |
$260K - $274K
|
14.3K
$1.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-2.95K- 12.27% |
$264K - $279K
|
21K
$2.01M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-2.96K- 5.42% |
$265K - $280K
|
51.6K
$4.92M
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-3.52K- 21.1% |
$315K - $333K
|
13.2K
$1.25M
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-3.86K- 41.58% |
$345K - $365K
|
5.42K
$516K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-4.04K- 41.08% |
$362K - $382K
|
5.8K
$553K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.08K- 0.21% |
$366K - $386K
|
1.9M
$181M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.18K- 45.93% |
$374K - $395K
|
4.92K
$469K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.47K- 0.58% |
$400K - $423K
|
769K
$73.3M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.58K- 99.93% |
$410K - $433K
|
3
$286
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-4.62K- 30.66% |
$414K - $437K
|
10.4K
$996K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.81K- 59.27% |
$431K - $455K
|
3.31K
$315K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-5.1K- 10.13% |
$457K - $483K
|
45.3K
$4.32M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.14K- 51.31% |
$460K - $486K
|
4.87K
$465K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-5.2K- 48.53% |
$466K - $492K
|
5.51K
$526K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-5.29K- 52.09% |
$473K - $500K
|
4.86K
$463K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-5.5K- 85.88% |
$493K - $520K
|
904
$86.2K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.55K- 9.12% |
$497K - $525K
|
55.3K
$5.27M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-5.67KClosed |
$508K - $537K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.99K- 34.49% |
$626K - $662K
|
13.3K
$1.27M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-7.61K- 22.98% |
$681K - $720K
|
25.5K
$2.43M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.94K- 66.47% |
$711K - $751K
|
4K
$382K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-8K- 25.78% |
$716K - $757K
|
23K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.36K- 76.94% |
$748K - $791K
|
2.51K
$239K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-8.57K- 1.23% |
$768K - $811K
|
688K
$65.6M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.71K- 28.39% |
$780K - $824K
|
22K
$2.09M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-8.76K- 35.41% |
$784K - $829K
|
16K
$1.52M
|