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 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
201+ 4.41% |
$17.7K - $19.2K
|
4.76K
$453K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
199New |
$17.5K - $19K
|
199
$19K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
192+ 1.75% |
$16.9K - $18.3K
|
11.2K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
192New |
$16.9K - $18.3K
|
192
$18.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
178+ 6.11% |
$15.7K - $17K
|
3.09K
$295K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
175+ 4.59% |
$15.4K - $16.7K
|
3.99K
$380K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
170+ 0.76% |
$15K - $16.2K
|
22.6K
$2.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
161New |
$14.2K - $15.4K
|
161
$15.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
159+ 2650.0% |
$14K - $15.2K
|
165
$15.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
157+ 5.36% |
$13.8K - $15K
|
3.09K
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
153+ 1.92% |
$13.5K - $14.6K
|
8.11K
$774K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
151+ 2.02% |
$13.3K - $14.4K
|
7.62K
$726K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
143+ 6.2% |
$12.6K - $13.6K
|
2.45K
$233K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
140+ 107.69% |
$12.3K - $13.4K
|
270
$25.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
126+ 1.22% |
$11.1K - $12K
|
10.4K
$994K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
123New |
$10.8K - $11.7K
|
123
$11.7K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
118+ 1.23% |
$10.4K - $11.3K
|
9.68K
$923K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
115New |
$10.1K - $11K
|
115
$11K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
100New |
$8.8K - $9.54K
|
100
$9.53K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
86New |
$7.56K - $8.2K
|
86
$8.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
85New |
$7.48K - $8.11K
|
85
$8.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
75+ 2.27% |
$6.6K - $7.16K
|
3.37K
$321K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
74+ 1.89% |
$6.51K - $7.06K
|
4K
$381K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
73New |
$6.42K - $6.96K
|
73
$6.96K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
68+ 2.24% |
$5.98K - $6.49K
|
3.1K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
56+ 0.16% |
$4.93K - $5.34K
|
34.1K
$3.25M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
52New |
$4.57K - $4.96K
|
52
$4.96K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
49+ 1.23% |
$4.31K - $4.67K
|
4.04K
$385K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
48+ 14.37% |
$4.22K - $4.58K
|
382
$36.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
47New |
$4.13K - $4.48K
|
47
$4.48K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
44+ 4.62% |
$3.87K - $4.2K
|
996
$95K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
42+ 5.61% |
$3.69K - $4.01K
|
791
$75.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
39+ 1.65% |
$3.43K - $3.72K
|
2.4K
$229K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
37New |
$3.25K - $3.53K
|
37
$3.53K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
35+ 1.46% |
$3.08K - $3.34K
|
2.43K
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
33+ 15.57% |
$2.9K - $3.15K
|
245
$23.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
32New |
$2.81K - $3.05K
|
32
$3.05K
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
31+ 2.04% |
$2.73K - $2.96K
|
1.55K
$148K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
30New |
$2.64K - $2.86K
|
30
$2.86K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
29New |
$2.55K - $2.77K
|
29
$2.76K
|
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
29+ 0.3% |
$2.55K - $2.77K
|
9.68K
$923K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
26New |
$2.29K - $2.48K
|
26
$2.48K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20New |
$1.76K - $1.91K
|
20
$1.91K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17+ 0.51% |
$1.5K - $1.62K
|
3.32K
$317K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
17+ 0.49% |
$1.5K - $1.62K
|
3.51K
$334K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 7.89% |
$1.06K - $1.14K
|
164
$15.6K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9New |
$792 - $859
|
9
$858
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
8+ 0.25% |
$704 - $763
|
3.22K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7+ 0.27% |
$616 - $668
|
2.58K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5New |
$440 - $477
|
5
$477
|