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 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-323- 4.74% |
$28.4K - $30.8K
|
6.49K
$618K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-335- 10.8% |
$29.5K - $32K
|
2.77K
$264K
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-350- 2.61% |
$30.8K - $33.4K
|
13.1K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-352- 12.42% |
$31K - $33.6K
|
2.48K
$237K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-358- 2.6% |
$31.5K - $34.2K
|
13.4K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-370- 10.14% |
$32.5K - $35.3K
|
3.28K
$313K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-376- 6.46% |
$33.1K - $35.9K
|
5.45K
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-416- 2.07% |
$36.6K - $39.7K
|
19.7K
$1.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-467- 2.08% |
$41.1K - $44.6K
|
22K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-476- 2.28% |
$41.9K - $45.4K
|
20.4K
$1.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-491- 8.3% |
$43.2K - $46.8K
|
5.43K
$517K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-502- 1.67% |
$44.2K - $47.9K
|
29.6K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-530- 14.95% |
$46.6K - $50.6K
|
3.02K
$288K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-582- 6.66% |
$51.2K - $55.5K
|
8.16K
$778K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-583- 6.93% |
$51.3K - $55.6K
|
7.83K
$747K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-585- 4.11% |
$51.5K - $55.8K
|
13.7K
$1.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-612- 11.36% |
$53.8K - $58.4K
|
4.77K
$455K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-617- 1.11% |
$54.3K - $58.9K
|
55K
$5.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-627- 10.29% |
$55.2K - $59.8K
|
5.47K
$521K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-645- 53.48% |
$56.7K - $61.5K
|
561
$53.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-796- 14.48% |
$70K - $75.9K
|
4.7K
$448K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-947- 12.53% |
$83.3K - $90.3K
|
6.61K
$630K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-1.04K- 24.58% |
$91.8K - $99.6K
|
3.2K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.05K- 10.16% |
$92K - $99.8K
|
9.25K
$882K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.05K- 94.86% |
$92.4K - $100K
|
57
$5.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.08K- 2.96% |
$94.6K - $103K
|
35.2K
$3.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.1K- 15.37% |
$97.1K - $105K
|
6.08K
$580K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.12K- 7.94% |
$98.7K - $107K
|
13K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.13K- 15.51% |
$99.4K - $108K
|
6.15K
$587K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.2K- 4.25% |
$105K - $114K
|
26.9K
$2.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.23K- 1.74% |
$108K - $117K
|
69.7K
$6.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.24K- 11.34% |
$109K - $118K
|
9.69K
$924K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.27K- 4.13% |
$112K - $121K
|
29.5K
$2.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.3K- 34.95% |
$114K - $124K
|
2.41K
$230K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.4K- 17.76% |
$123K - $133K
|
6.46K
$616K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.43K- 2.27% |
$125K - $136K
|
61.5K
$5.86M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.43K- 2.27% |
$125K - $136K
|
61.5K
$5.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.44K- 7.07% |
$127K - $138K
|
19K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.44K- 7.86% |
$127K - $138K
|
16.9K
$1.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.62K- 7.77% |
$142K - $155K
|
19.2K
$1.83M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.64K- 15.28% |
$144K - $157K
|
9.11K
$868K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.7K- 3.07% |
$149K - $162K
|
53.5K
$5.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.75K- 74.6% |
$154K - $167K
|
597
$56.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.92K- 33.6% |
$169K - $184K
|
3.8K
$363K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.96K- 24.21% |
$172K - $187K
|
6.13K
$584K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.02K- 42.64% |
$178K - $193K
|
2.72K
$259K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.03K- 20.54% |
$178K - $193K
|
7.85K
$748K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.07K- 2.17% |
$182K - $197K
|
93.1K
$8.88M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.1K- 33.42% |
$185K - $200K
|
4.18K
$398K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.18K- 76.91% |
$192K - $208K
|
654
$62.4K
|