Purchases and Sales Made in Q3 2023 in Spdr Bloomberg High Yield Bond (JNK)
This table provides information about the institutional ownership of Spdr Bloomberg High Yield Bond (JNK) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
45+ 1.53% |
$4.05K - $4.18K
|
2.99K
$291K
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
43+ 1.51% |
$3.87K - $3.99K
|
2.9K
$281K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
41+ 11.65% |
$3.69K - $3.8K
|
393
$38.2K
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
36+ 0.55% |
$3.24K - $3.34K
|
6.55K
$636K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27+ 0.45% |
$2.43K - $2.51K
|
6.09K
$592K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26+ 0.25% |
$2.34K - $2.41K
|
10.3K
$1M
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
25+ 0.28% |
$2.25K - $2.32K
|
8.92K
$866K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
20+ 16.0% |
$1.8K - $1.86K
|
145
$14.1K
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 2.53% |
$1.35K - $1.39K
|
608
$59.1K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10New |
$901 - $928
|
10
$971
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10New |
$901 - $928
|
10
$971
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
7New |
$630 - $650
|
7
$680
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
4+ 133.33% |
$360 - $371
|
7
$680
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3+ 0.07% |
$270 - $278
|
4.32K
$419K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 1.33% |
$180 - $186
|
152
$14.8K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
2+ 0.08% |
$180 - $186
|
2.38K
$231K
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.06% |
$180 - $186
|
3.16K
$306K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.2% |
$90.1 - $92.8
|
505
$49.1K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.08% |
$90.1 - $92.8
|
1.32K
$128K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 33.33% |
$90.1 - $92.8
|
4
$389
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1+ 0.04% |
$90.1 - $92.8
|
2.78K
$270K
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1- 0.03% |
$90.1 - $92.8
|
3.22K
$312K
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-5- 0.12% |
$450 - $464
|
4.11K
$400K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-9Closed |
$811 - $835
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-10- 0.04% |
$901 - $928
|
24.2K
$2.35M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10- 0.12% |
$901 - $928
|
8.59K
$834K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-14- 0.66% |
$1.26K - $1.3K
|
2.1K
$204K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-17- 15.89% |
$1.53K - $1.58K
|
90
$8.74K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-17- 0.57% |
$1.53K - $1.58K
|
2.95K
$287K
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-28- 0.37% |
$2.52K - $2.6K
|
7.47K
$726K
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-29- 0.12% |
$2.61K - $2.69K
|
24.2K
$2.35M
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-31- 1.36% |
$2.79K - $2.88K
|
2.24K
$218K
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-38- 0.29% |
$3.42K - $3.53K
|
12.9K
$1.25M
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-40- 18.26% |
$3.6K - $3.71K
|
179
$17.4K
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-44- 1.66% |
$3.96K - $4.08K
|
2.61K
$253K
|
|
Nov 15, 2023
Q3 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-49- 0.47% |
$4.41K - $4.55K
|
10.3K
$998K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-50- 1.73% |
$4.5K - $4.64K
|
2.83K
$275K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-50- 36.5% |
$4.5K - $4.64K
|
87
$8.45K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-50- 19.08% |
$4.5K - $4.64K
|
212
$20.6K
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-58- 0.72% |
$5.22K - $5.38K
|
7.96K
$773K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-58- 16.96% |
$5.22K - $5.38K
|
284
$27.6K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-59- 15.01% |
$5.31K - $5.47K
|
334
$32.4K
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-65- 2.19% |
$5.85K - $6.03K
|
2.9K
$282K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-68- 12.83% |
$6.12K - $6.31K
|
462
$44.9K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-73- 1.35% |
$6.58K - $6.77K
|
5.35K
$519K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-75- 0.66% |
$6.76K - $6.96K
|
11.4K
$1.1M
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-90- 44.12% |
$8.11K - $8.35K
|
114
$11.1K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-100- 38.61% |
$9.01K - $9.28K
|
159
$15.4K
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-110- 1.96% |
$9.91K - $10.2K
|
5.5K
$534K
|