Purchases and Sales Made in Q4 2023 in Spdr Bloomberg High Yield Bond (JNK)
This table provides information about the institutional ownership of Spdr Bloomberg High Yield Bond (JNK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
29.3K+ 65.27% |
$2.58M - $2.8M
|
74.2K
$7.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
28.5KNew |
$2.5M - $2.72M
|
28.5K
$2.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
27.9K+ 1049.83% |
$2.45M - $2.66M
|
30.5K
$2.91M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
26.8K+ 2967.81% |
$2.36M - $2.56M
|
27.7K
$2.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
26.4K+ 295.5% |
$2.32M - $2.51M
|
35.3K
$3.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26.3KNew |
$2.32M - $2.51M
|
26.3K
$2.51M
|
|
|
Feb 09, 2024
Q4 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
24.3KNew |
$2.14M - $2.32M
|
24.3K
$2.32M
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
23.4K+ 227.72% |
$2.06M - $2.23M
|
33.7K
$3.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21.7KNew |
$1.9M - $2.07M
|
21.7K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
21.4K+ 677.94% |
$1.88M - $2.04M
|
24.5K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
21.4K+ 8.16% |
$1.88M - $2.04M
|
283K
$27M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.9K+ 311.44% |
$1.75M - $1.9M
|
26.3K
$2.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
19.2KNew |
$1.69M - $1.83M
|
19.2K
$1.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
19.2KNew |
$1.69M - $1.83M
|
19.2K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
18.8K+ 87.32% |
$1.65M - $1.79M
|
40.2K
$3.84M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
17.2KNew |
$1.51M - $1.64M
|
17.2K
$1.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
17.1KNew |
$1.5M - $1.63M
|
17.1K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
16.6KNew |
$1.46M - $1.58M
|
16.6K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
16.4K+ 39.32% |
$1.44M - $1.57M
|
58.1K
$5.54M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
15.1KNew |
$1.33M - $1.44M
|
15.1K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
15K+ 16.44% |
$1.32M - $1.43M
|
106K
$10.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14K+ 24.14% |
$1.23M - $1.34M
|
72K
$6.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
12.8K+ 10.15% |
$1.13M - $1.22M
|
139K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.4K+ 48.0% |
$1.09M - $1.18M
|
38.3K
$3.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
11.8K+ 3.34% |
$1.04M - $1.12M
|
364K
$34.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.6K+ 38.66% |
$1.02M - $1.11M
|
41.7K
$3.98M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.8KNew |
$946K - $1.03M
|
10.8K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
10.6K+ 32093.94% |
$932K - $1.01M
|
10.6K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 50.55% |
$895K - $971K
|
30.3K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
9.85KNew |
$866K - $939K
|
9.85K
$939K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
9.74K+ 26.31% |
$856K - $929K
|
46.7K
$4.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.11KNew |
$801K - $869K
|
9.11K
$868K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
8.83K+ 1812.73% |
$777K - $842K
|
9.32K
$888K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8.64K+ 48.79% |
$760K - $824K
|
26.3K
$2.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.64K+ 18.8% |
$760K - $824K
|
54.6K
$5.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
7.84KNew |
$690K - $748K
|
7.84K
$747K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.48K+ 14.4% |
$658K - $714K
|
59.4K
$5.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
6.78K+ 124.14% |
$597K - $647K
|
12.2K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
6.51K+ 34.67% |
$572K - $621K
|
25.3K
$2.41M
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.13K+ 7.73% |
$539K - $585K
|
85.5K
$8.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.07K+ 11.11% |
$534K - $579K
|
60.7K
$5.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.96KNew |
$524K - $569K
|
5.96K
$568K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
5.94KNew |
$522K - $567K
|
5.94K
$566K
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
BUY
|
- |
5.7KNew |
$501K - $544K
|
5.7K
$543K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.55K+ 21.27% |
$488K - $529K
|
31.6K
$3.02M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5.3KNew |
$466K - $506K
|
5.3K
$505K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.3KNew |
$466K - $505K
|
5.3K
$505K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
5.27K+ 4.82% |
$464K - $503K
|
115K
$10.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.23K+ 4.46% |
$460K - $499K
|
122K
$11.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.23K+ 62.81% |
$460K - $499K
|
13.6K
$1.29M
|