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 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
5+ 0.21% |
$440 - $477
|
2.38K
$227K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 1.11% |
$88 - $95.4
|
91
$8.68K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1+ 10.0% |
$88 - $95.4
|
11
$1.05K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.2% |
$88 - $95.4
|
506
$48.2K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1- 0.04% |
$88 - $95.4
|
2.61K
$249K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.1% |
$88 - $95.4
|
1.04K
$99.2K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 3.13% |
$88 - $95.4
|
31
$2.96K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1- 1.15% |
$88 - $95.4
|
86
$8.2K
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1- 0.18% |
$88 - $95.4
|
543
$51.8K
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3- 0.07% |
$264 - $286
|
4.31K
$411K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3Closed |
$264 - $286
|
0
$0
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4- 0.66% |
$352 - $382
|
604
$57.6K
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-5- 0.12% |
$440 - $477
|
4.11K
$392K
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-9- 0.31% |
$792 - $859
|
2.89K
$275K
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-9- 0.92% |
$792 - $859
|
966
$92.1K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10- 0.43% |
$880 - $954
|
2.32K
$221K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-26- 0.88% |
$2.29K - $2.48K
|
2.93K
$279K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-26- 14.53% |
$2.29K - $2.48K
|
153
$14.6K
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-33- 60.0% |
$2.9K - $3.15K
|
22
$2.1K
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-42- 0.03% |
$3.69K - $4.01K
|
137K
$13M
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-48- 66.67% |
$4.22K - $4.58K
|
24
$2.29K
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-55- 1.84% |
$4.84K - $5.25K
|
2.94K
$280K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-55- 2.14% |
$4.84K - $5.25K
|
2.51K
$240K
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-56- 1.93% |
$4.93K - $5.34K
|
2.85K
$271K
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-56- 0.46% |
$4.93K - $5.34K
|
12.1K
$1.16M
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-59- 39.86% |
$5.19K - $5.63K
|
89
$8.49K
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-63- 2.22% |
$5.54K - $6.01K
|
2.78K
$265K
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-64- 1.85% |
$5.63K - $6.11K
|
3.4K
$324K
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-69- 2.57% |
$6.07K - $6.58K
|
2.62K
$249K
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-75- 0.58% |
$6.6K - $7.16K
|
12.8K
$1.22M
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-87- 0.64% |
$7.65K - $8.3K
|
13.4K
$1.28M
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-100- 0.37% |
$8.8K - $9.54K
|
27K
$2.58M
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-105- 0.77% |
$9.24K - $10K
|
13.5K
$1.29M
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-109- 53.17% |
$9.59K - $10.4K
|
96
$9.15K
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-110- 4.78% |
$9.68K - $10.5K
|
2.19K
$209K
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-113- 3.07% |
$9.94K - $10.8K
|
3.57K
$340K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-114Closed |
$10K - $10.9K
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-128- 3.32% |
$11.3K - $12.2K
|
3.73K
$356K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-132- 1.67% |
$11.6K - $12.6K
|
7.78K
$742K
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-146- 1.57% |
$12.8K - $13.9K
|
9.17K
$874K
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-162- 6.14% |
$14.2K - $15.5K
|
2.48K
$236K
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-162- 4.98% |
$14.2K - $15.5K
|
3.09K
$295K
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-178- 6.4% |
$15.7K - $17K
|
2.61K
$248K
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-192- 1.0% |
$16.9K - $18.3K
|
19.1K
$1.82M
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-195- 2.98% |
$17.2K - $18.6K
|
6.35K
$605K
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-219- 6.64% |
$19.3K - $20.9K
|
3.08K
$293K
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-261- 12.41% |
$23K - $24.9K
|
1.84K
$176K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-276- 70.23% |
$24.3K - $26.3K
|
117
$11.2K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-298- 3.07% |
$26.2K - $28.4K
|
9.42K
$898K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-308- 55.2% |
$27.1K - $29.4K
|
250
$23.8K
|