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 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.21KNew |
$458K - $497K
|
5.21K
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
5.21K+ 3.14% |
$458K - $497K
|
171K
$16.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5.16KNew |
$454K - $493K
|
5.16K
$492K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.06KNew |
$445K - $483K
|
5.06K
$483K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.9KNew |
$431K - $467K
|
4.9K
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.81KNew |
$423K - $459K
|
4.81K
$459K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.6KNew |
$405K - $439K
|
4.6K
$439K
|
|
|
Feb 01, 2024
Q4 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
4.56KNew |
$401K - $435K
|
4.56K
$435K
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
4.39KNew |
$386K - $419K
|
4.39K
$419K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.22KNew |
$371K - $402K
|
4.22K
$402K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.16KNew |
$366K - $397K
|
4.16K
$397K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4.14KNew |
$364K - $394K
|
4.14K
$394K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.07K+ 260.92% |
$358K - $389K
|
5.63K
$537K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.99KNew |
$351K - $381K
|
3.99K
$381K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.96K+ 11.65% |
$348K - $377K
|
37.9K
$3.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.82KNew |
$336K - $365K
|
3.82K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.76K+ 2.63% |
$331K - $359K
|
147K
$14M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.76K+ 11.27% |
$331K - $359K
|
37.1K
$3.54M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.74K+ 40.03% |
$329K - $357K
|
13.1K
$1.25M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
3.69K+ 1.82% |
$325K - $352K
|
206K
$19.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.66KNew |
$322K - $350K
|
3.66K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.61KNew |
$318K - $345K
|
3.61K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.6KNew |
$317K - $344K
|
3.6K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.36K+ 71.25% |
$296K - $321K
|
8.08K
$770K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.36K+ 30.69% |
$295K - $320K
|
14.3K
$1.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.26KNew |
$287K - $311K
|
3.26K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.16K+ 41.74% |
$278K - $301K
|
10.7K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
3.14K+ 12.37% |
$276K - $299K
|
28.5K
$2.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.04K+ 9.51% |
$268K - $290K
|
35K
$3.34M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.92KNew |
$256K - $278K
|
2.92K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.75KNew |
$242K - $262K
|
2.75K
$262K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.68KNew |
$236K - $256K
|
2.68K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
2.67KNew |
$235K - $255K
|
2.67K
$255K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.5K+ 33.33% |
$220K - $239K
|
10K
$953K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.49KNew |
$219K - $238K
|
2.49K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.41KNew |
$212K - $230K
|
2.41K
$230K
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
2.41KNew |
$212K - $230K
|
2.41K
$230K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.38KNew |
$210K - $227K
|
2.38K
$227K
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.37KNew |
$209K - $226K
|
2.37K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.27K+ 19.88% |
$200K - $217K
|
13.7K
$1.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.25K+ 3.47% |
$198K - $215K
|
67.1K
$6.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.19KNew |
$193K - $209K
|
2.19K
$209K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.19K+ 251.78% |
$192K - $209K
|
3.06K
$291K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.17K+ 4.3% |
$190K - $207K
|
52.5K
$5.01M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.15KNew |
$189K - $205K
|
2.15K
$205K
|
|
|
Feb 02, 2024
Q4 2023
|
Florin Court Capital LLP
|
BUY
|
- |
2.1K+ 24.14% |
$185K - $200K
|
10.8K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.09K+ 13.57% |
$184K - $200K
|
17.5K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.98KNew |
$174K - $189K
|
1.98K
$188K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
1.89KNew |
$166K - $180K
|
1.89K
$180K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.62K+ 7.89% |
$143K - $155K
|
22.2K
$2.12M
|