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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-699- 14.64% |
$65.5K - $66.6K
|
4.07K
$388K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-743- 9.48% |
$69.7K - $70.8K
|
7.1K
$677K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-771- 24.95% |
$72.3K - $73.5K
|
2.32K
$221K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-808- 8.58% |
$75.8K - $77K
|
8.61K
$821K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-833- 12.6% |
$78.1K - $79.4K
|
5.78K
$551K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-907- 11.56% |
$85K - $86.5K
|
6.94K
$661K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-911- 27.91% |
$85.4K - $86.9K
|
2.35K
$224K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-935- 4.93% |
$87.7K - $89.2K
|
18K
$1.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.04K- 29.79% |
$97.9K - $99.5K
|
2.46K
$235K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.04K- 2.83% |
$97.9K - $99.5K
|
35.8K
$3.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.08K- 1.96% |
$101K - $103K
|
53.9K
$5.14M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.15K- 2.15% |
$108K - $110K
|
52.3K
$4.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.18K- 43.37% |
$110K - $112K
|
1.54K
$147K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.26K- 0.36% |
$118K - $120K
|
347K
$33M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.3K- 9.18% |
$122K - $124K
|
12.8K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.33K- 57.2% |
$124K - $127K
|
993
$94.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.34K- 48.14% |
$125K - $127K
|
1.44K
$137K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.4K- 10.2% |
$131K - $133K
|
12.3K
$1.17M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.43K- 27.51% |
$134K - $137K
|
3.77K
$360K
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.5K- 15.45% |
$140K - $143K
|
8.19K
$781K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.52K- 24.76% |
$142K - $145K
|
4.61K
$440K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.55K- 10.31% |
$146K - $148K
|
13.5K
$1.29M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.57K- 9.26% |
$147K - $150K
|
15.4K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.85K- 7.3% |
$173K - $176K
|
23.4K
$2.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.97K- 6.22% |
$184K - $188K
|
29.7K
$2.83M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-2.38KClosed |
$224K - $227K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.39K- 43.63% |
$224K - $227K
|
3.08K
$294K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.42K- 47.83% |
$227K - $231K
|
2.64K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-2.54K- 7.73% |
$238K - $242K
|
30.3K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.63K- 24.93% |
$246K - $250K
|
7.91K
$754K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.8K- 8.59% |
$262K - $267K
|
29.8K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.94K- 13.12% |
$276K - $280K
|
19.5K
$1.86M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.05K- 7.98% |
$286K - $291K
|
35.2K
$3.36M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.25K- 7.71% |
$305K - $310K
|
38.9K
$3.71M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-3.3K- 2.82% |
$310K - $315K
|
114K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.49K- 23.26% |
$327K - $333K
|
11.5K
$1.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.6K- 16.36% |
$338K - $343K
|
18.4K
$1.75M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.63K- 14.87% |
$340K - $346K
|
20.8K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-3.71K- 6.22% |
$348K - $354K
|
55.9K
$5.33M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-4.49K- 5.08% |
$421K - $428K
|
83.9K
$8M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.54K- 41.72% |
$425K - $433K
|
6.34K
$604K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-4.66K- 12.69% |
$437K - $444K
|
32.1K
$3.06M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.69K- 23.0% |
$440K - $447K
|
15.7K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.7K- 83.4% |
$441K - $448K
|
935
$89.1K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.07K- 12.14% |
$475K - $483K
|
36.7K
$3.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-5.33K- 23.28% |
$500K - $508K
|
17.6K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.35K- 12.99% |
$501K - $510K
|
35.8K
$3.42M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-5.58K- 10.17% |
$523K - $532K
|
49.3K
$4.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.72K- 94.01% |
$536K - $545K
|
364
$34.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-5.81K- 43.71% |
$544K - $554K
|
7.48K
$713K
|