Purchases and Sales Made in Q1 2024 in Spdr Bloomberg High Yield Bond (JNK)
This table provides information about the institutional ownership of Spdr Bloomberg High Yield Bond (JNK) during Q1 2024. 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 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
737New |
$69.1K - $70.3K
|
737
$70.3K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
700New |
$65.6K - $66.7K
|
700
$66.7K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
688+ 4.04% |
$64.5K - $65.6K
|
17.7K
$1.69M
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
687+ 13.3% |
$64.4K - $65.5K
|
5.85K
$558K
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
680+ 8.33% |
$63.8K - $64.8K
|
8.84K
$843K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
669+ 0.72% |
$62.7K - $63.8K
|
93.8K
$8.94M
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
669+ 36.32% |
$62.7K - $63.8K
|
2.51K
$239K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
664+ 4.65% |
$62.3K - $63.3K
|
15K
$1.43M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
601+ 1.72% |
$56.3K - $57.3K
|
35.6K
$3.4M
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
593+ 5.53% |
$55.6K - $56.5K
|
11.3K
$1.08M
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
577+ 19.79% |
$54.1K - $55K
|
3.49K
$333K
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
560+ 1.48% |
$52.5K - $53.4K
|
38.5K
$3.67M
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
541+ 216.4% |
$50.7K - $51.6K
|
791
$75.4K
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
532+ 5.84% |
$49.9K - $50.7K
|
9.64K
$919K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
529+ 0.63% |
$49.6K - $50.4K
|
84.9K
$8.09M
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
527+ 9.36% |
$49.4K - $50.2K
|
6.16K
$587K
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
514+ 5.22% |
$48.2K - $49K
|
10.4K
$988K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
511+ 3.81% |
$47.9K - $48.7K
|
13.9K
$1.33M
|
|
May 13, 2024
Q1 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
483+ 1.12% |
$45.3K - $46.1K
|
43.4K
$4.14M
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
419+ 12.78% |
$39.3K - $40K
|
3.7K
$352K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
411+ 0.94% |
$38.5K - $39.2K
|
44.3K
$4.22M
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
384+ 15.8% |
$36K - $36.6K
|
2.81K
$268K
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
383+ 0.57% |
$35.9K - $36.5K
|
67.3K
$6.42M
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
346New |
$32.4K - $33K
|
346
$33K
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
337+ 1.12% |
$31.6K - $32.1K
|
30.6K
$2.91M
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
319+ 1.32% |
$29.9K - $30.4K
|
24.6K
$2.34M
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
263+ 33.25% |
$24.7K - $25.1K
|
1.05K
$100K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
251+ 2.05% |
$23.5K - $23.9K
|
12.5K
$1.19M
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
248+ 1.24% |
$23.3K - $23.6K
|
20.3K
$1.94M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
241New |
$22.6K - $23K
|
241
$23K
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
235+ 2.9% |
$22K - $22.4K
|
8.35K
$796K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
221New |
$20.7K - $21.1K
|
221
$21.1K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
217+ 0.11% |
$20.3K - $20.7K
|
198K
$18.9M
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
206+ 1.74% |
$19.3K - $19.6K
|
12K
$1.15M
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
153+ 4.29% |
$14.3K - $14.6K
|
3.72K
$355K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
141+ 3.39% |
$13.2K - $13.4K
|
4.3K
$410K
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
130+ 2.77% |
$12.2K - $12.4K
|
4.83K
$461K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
117New |
$11K - $11.2K
|
117
$11.2K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
96New |
$9K - $9.15K
|
96
$9.15K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
95New |
$8.91K - $9.06K
|
95
$9.06K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
94+ 11.39% |
$8.81K - $8.96K
|
919
$87.6K
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
87+ 2.41% |
$8.16K - $8.3K
|
3.7K
$353K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
85+ 93.41% |
$7.97K - $8.1K
|
176
$16.8K
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
80+ 2.71% |
$7.5K - $7.63K
|
3.03K
$289K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
79+ 395.0% |
$7.41K - $7.53K
|
99
$9.44K
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
71+ 1.34% |
$6.66K - $6.77K
|
5.37K
$512K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
70+ 0.67% |
$6.56K - $6.67K
|
10.5K
$1M
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
70+ 1.08% |
$6.56K - $6.67K
|
6.53K
$622K
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
70+ 0.27% |
$6.56K - $6.67K
|
26.4K
$2.52M
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
61+ 39.87% |
$5.72K - $5.82K
|
214
$20.4K
|