Purchases and Sales Made in Q2 2024 in Spdr Bloomberg High Yield Bond (JNK)
This table provides information about the institutional ownership of Spdr Bloomberg High Yield Bond (JNK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
166+ 1.73% |
$15.4K - $15.7K
|
9.77K
$946K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
152+ 3.53% |
$14.1K - $14.4K
|
4.45K
$431K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
143New |
$13.2K - $13.5K
|
143
$13.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
142+ 2.72% |
$13.1K - $13.4K
|
5.37K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
142+ 3.25% |
$13.1K - $13.4K
|
4.51K
$437K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
138+ 1.52% |
$12.8K - $13.1K
|
9.19K
$889K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
126+ 127.27% |
$11.7K - $11.9K
|
225
$21.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
123+ 5.23% |
$11.4K - $11.6K
|
2.48K
$240K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
121+ 11.48% |
$11.2K - $11.5K
|
1.18K
$114K
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
111+ 7.15% |
$10.3K - $10.5K
|
1.66K
$161K
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
103+ 1.08% |
$9.53K - $9.75K
|
9.61K
$930K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
91+ 1.69% |
$8.42K - $8.62K
|
5.46K
$529K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
89+ 0.93% |
$8.24K - $8.43K
|
9.66K
$934K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
86+ 1.2% |
$7.96K - $8.14K
|
7.26K
$702K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
85+ 0.47% |
$7.87K - $8.05K
|
18.3K
$1.77M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
75New |
$6.94K - $7.1K
|
75
$7.26K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
73+ 2.95% |
$6.76K - $6.91K
|
2.55K
$247K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
57+ 1.67% |
$5.28K - $5.4K
|
3.47K
$335K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
55+ 6.95% |
$5.09K - $5.21K
|
846
$81.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
53+ 0.81% |
$4.91K - $5.02K
|
6.58K
$637K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
51+ 1.3% |
$4.72K - $4.83K
|
3.98K
$385K
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
50+ 0.14% |
$4.63K - $4.73K
|
34.6K
$3.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
50+ 5.52% |
$4.63K - $4.73K
|
955
$92.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
48New |
$4.44K - $4.55K
|
48
$4.64K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
48+ 1.99% |
$4.44K - $4.55K
|
2.46K
$238K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
47+ 6.4% |
$4.35K - $4.45K
|
781
$75.6K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
46+ 1.63% |
$4.26K - $4.36K
|
2.86K
$277K
|
|
|
Jul 18, 2024
Q2 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
34+ 1.23% |
$3.15K - $3.22K
|
2.8K
$271K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
30+ 0.94% |
$2.78K - $2.84K
|
3.22K
$312K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
29New |
$2.68K - $2.75K
|
29
$2.81K
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
28+ 1.03% |
$2.59K - $2.65K
|
2.74K
$265K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
28+ 0.69% |
$2.59K - $2.65K
|
4.06K
$393K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
22+ 10.28% |
$2.04K - $2.08K
|
236
$22.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
17+ 4.91% |
$1.57K - $1.61K
|
363
$35.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
14New |
$1.3K - $1.33K
|
14
$1.35K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
12+ 0.5% |
$1.11K - $1.14K
|
2.44K
$236K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
9+ 0.18% |
$833 - $852
|
4.91K
$475K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8+ 1.6% |
$741 - $758
|
508
$49.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7New |
$648 - $663
|
7
$677
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6New |
$555 - $568
|
6
$581
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.19% |
$463 - $473
|
2.59K
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5+ 0.01% |
$463 - $473
|
38.5K
$3.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4+ 0.91% |
$370 - $379
|
443
$42.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
3+ 3.49% |
$278 - $284
|
89
$8.61K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2+ 200.0% |
$185 - $189
|
3
$290
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1New |
$92.6 - $94.7
|
1
$96.8
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 11.11% |
$92.6 - $94.7
|
10
$968
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.2% |
$92.6 - $94.7
|
508
$49.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1- 0.03% |
$92.6 - $94.7
|
3.7K
$358K
|