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
|
Stephens Inc
|
BUY
|
- |
1.61K+ 14.12% |
$141K - $153K
|
13K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
1.59K+ 1.38% |
$140K - $152K
|
117K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.52K+ 8.54% |
$134K - $145K
|
19.3K
$1.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.38KNew |
$121K - $131K
|
1.38K
$131K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.27K+ 1.38% |
$112K - $121K
|
93.6K
$8.92M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.26K+ 0.36% |
$111K - $120K
|
348K
$33.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.25K+ 1.5% |
$110K - $119K
|
84.3K
$8.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.25K+ 180.84% |
$110K - $119K
|
1.94K
$184K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.1K+ 4.72% |
$96.8K - $105K
|
24.4K
$2.33M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.08KNew |
$94.8K - $103K
|
1.08K
$103K
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.06K+ 3.09% |
$93.1K - $101K
|
35.3K
$3.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
969+ 22.21% |
$85.2K - $92.4K
|
5.33K
$508K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
963+ 16.14% |
$84.7K - $91.9K
|
6.93K
$661K
|
|
|
Feb 14, 2024
Q4 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
946+ 2.25% |
$83.2K - $90.2K
|
42.9K
$4.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
879+ 4.95% |
$77.3K - $83.9K
|
18.6K
$1.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
BUY
|
- |
860+ 4.48% |
$75.6K - $82K
|
20.1K
$1.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
847+ 17.7% |
$74.5K - $80.8K
|
5.63K
$537K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
819+ 10.48% |
$72K - $78.1K
|
8.64K
$823K
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
755+ 2.35% |
$66.4K - $72K
|
32.9K
$3.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
743New |
$65.4K - $70.9K
|
743
$70.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
726+ 12.57% |
$63.9K - $69.3K
|
6.5K
$620K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
713+ 3395.24% |
$62.7K - $68K
|
734
$70K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
666+ 15.32% |
$58.6K - $63.5K
|
5.01K
$478K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
659+ 2.23% |
$58K - $62.9K
|
30.2K
$2.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
600+ 0.68% |
$52.8K - $57.2K
|
88.4K
$8.43M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
592New |
$52.1K - $56.5K
|
592
$56.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
576New |
$50.7K - $55K
|
576
$54.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
532+ 3.61% |
$46.8K - $50.8K
|
15.2K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
529+ 1.3% |
$46.5K - $50.5K
|
41.2K
$3.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
515+ 17.59% |
$45.3K - $49.1K
|
3.44K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
504+ 10.05% |
$44.3K - $48.1K
|
5.52K
$526K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
500New |
$44K - $47.7K
|
500
$47.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
460+ 1.92% |
$40.5K - $43.9K
|
24.4K
$2.33M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
455+ 10.69% |
$40K - $43.4K
|
4.71K
$449K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
434New |
$38.2K - $41.4K
|
434
$41.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
423+ 7.64% |
$37.2K - $40.4K
|
5.96K
$568K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
392+ 0.79% |
$34.5K - $37.4K
|
50.1K
$4.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
333+ 0.89% |
$29.3K - $31.8K
|
37.9K
$3.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
296New |
$26K - $28.2K
|
296
$28.2K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
279+ 0.76% |
$24.5K - $26.6K
|
36.9K
$3.52M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
276+ 12.32% |
$24.3K - $26.3K
|
2.52K
$240K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
270+ 4.34% |
$23.7K - $25.8K
|
6.49K
$619K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
270+ 4.34% |
$23.7K - $25.8K
|
6.49K
$619K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
258+ 101.98% |
$22.7K - $24.6K
|
511
$48.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
256+ 1.52% |
$22.5K - $24.4K
|
17K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
215New |
$18.9K - $20.5K
|
215
$20.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
213+ 2.25% |
$18.7K - $20.3K
|
9.68K
$923K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
208+ 22.71% |
$18.3K - $19.8K
|
1.12K
$107K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
204New |
$17.9K - $19.5K
|
204
$19.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
204New |
$17.9K - $19.5K
|
204
$19.4K
|