Purchases and Sales Made in Q2 2023 in Spdr Bloomberg High Yield Bond (JNK)
This table provides information about the institutional ownership of Spdr Bloomberg High Yield Bond (JNK) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.41K+ 38.21% |
$488K - $501K
|
19.6K
$1.89M
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
5.39KNew |
$486K - $499K
|
5.39K
$520K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.32K+ 18.91% |
$480K - $493K
|
33.5K
$3.23M
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.23K+ 4.52% |
$472K - $485K
|
121K
$11.7M
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.61K+ 89.89% |
$416K - $427K
|
9.75K
$940K
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.46K+ 264.86% |
$402K - $413K
|
6.14K
$592K
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
4.44KNew |
$401K - $411K
|
4.44K
$428K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.25K+ 153.45% |
$383K - $393K
|
7.02K
$677K
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
4.12KNew |
$372K - $382K
|
4.12K
$397K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.98KNew |
$359K - $368K
|
3.98K
$383K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.77K+ 125800.0% |
$340K - $350K
|
3.78K
$364K
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.51K+ 0.47% |
$317K - $325K
|
746K
$71.9M
|
|
Aug 09, 2023
Q2 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.47K+ 6.73% |
$313K - $321K
|
55K
$5.3M
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.38KNew |
$305K - $313K
|
3.38K
$326K
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.23K+ 73.33% |
$292K - $299K
|
7.64K
$737K
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.22KNew |
$290K - $298K
|
3.22K
$310K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.21K+ 10.21% |
$289K - $297K
|
34.6K
$3.34M
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
3.19KNew |
$288K - $296K
|
3.19K
$308K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.19K+ 56.65% |
$287K - $295K
|
8.81K
$850K
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
3.06KNew |
$276K - $284K
|
3.06K
$295K
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
3.02K+ 3.35% |
$272K - $280K
|
93.1K
$8.97M
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.98KNew |
$269K - $276K
|
2.98K
$287K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.98K+ 61.07% |
$268K - $276K
|
7.85K
$757K
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.95KNew |
$266K - $273K
|
2.95K
$284K
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.9K+ 99.04% |
$262K - $269K
|
5.83K
$562K
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.85KNew |
$257K - $264K
|
2.85K
$275K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.84KNew |
$256K - $263K
|
2.84K
$274K
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
2.83K+ 113.66% |
$255K - $262K
|
5.32K
$513K
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.81KNew |
$253K - $260K
|
2.81K
$271K
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.71K+ 14.97% |
$244K - $251K
|
20.8K
$2.01M
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.62KNew |
$236K - $242K
|
2.62K
$252K
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.55K+ 89.11% |
$230K - $237K
|
5.42K
$523K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.5K+ 5.5% |
$225K - $231K
|
47.9K
$4.62M
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.45K+ 9.11% |
$221K - $227K
|
29.3K
$2.83M
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.41K+ 10.47% |
$218K - $223K
|
25.4K
$2.45M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.41K+ 14.75% |
$217K - $223K
|
18.7K
$1.81M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.34K+ 49.21% |
$211K - $217K
|
7.11K
$685K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.25KNew |
$203K - $208K
|
2.25K
$217K
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.23KNew |
$201K - $206K
|
2.23K
$215K
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.22KNew |
$200K - $205K
|
2.22K
$214K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.19K+ 12.39% |
$198K - $203K
|
19.9K
$1.92M
|
|
Aug 08, 2023
Q2 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
2.12KNew |
$191K - $196K
|
2.12K
$204K
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.99K+ 0.61% |
$180K - $184K
|
330K
$31.8M
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.96K+ 46.61% |
$177K - $182K
|
6.17K
$595K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.96KNew |
$176K - $181K
|
1.96K
$189K
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
1.93K+ 6.95% |
$174K - $179K
|
29.7K
$2.87M
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.89K+ 81.67% |
$170K - $175K
|
4.19K
$404K
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.82K+ 32.01% |
$164K - $168K
|
7.5K
$723K
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.75K+ 3.72% |
$157K - $162K
|
48.7K
$4.7M
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.58K+ 8.74% |
$142K - $146K
|
19.6K
$1.89M
|