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 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.21K- 36.34% |
$195K - $211K
|
3.88K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-2.36K- 10.73% |
$207K - $225K
|
19.6K
$1.9M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.45K- 45.89% |
$216K - $234K
|
2.89K
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.48K- 4.17% |
$218K - $236K
|
56.8K
$5.5M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-2.52K- 49.12% |
$221K - $240K
|
2.61K
$252K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.52K- 10.42% |
$222K - $241K
|
21.7K
$2.1M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.52K- 92.15% |
$222K - $241K
|
215
$20.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.9K- 46.84% |
$255K - $277K
|
3.29K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-3.2K- 18.56% |
$281K - $305K
|
14K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.32K- 13.72% |
$292K - $317K
|
20.9K
$2.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.35K- 19.18% |
$295K - $320K
|
14.1K
$1.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-3.38K- 12.23% |
$297K - $322K
|
24.2K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-3.5K- 10.24% |
$307K - $333K
|
30.6K
$2.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.58K- 81.25% |
$315K - $341K
|
825
$79.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.64K- 5.66% |
$320K - $347K
|
60.6K
$5.87M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-3.71K- 56.38% |
$327K - $354K
|
2.87K
$278K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-4.09K- 37.44% |
$359K - $390K
|
6.83K
$661K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4.1K- 1.17% |
$361K - $392K
|
348K
$33.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4.17K- 50.53% |
$367K - $398K
|
4.09K
$395K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.26K- 28.16% |
$375K - $407K
|
10.9K
$1.05M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.27K- 38.79% |
$376K - $408K
|
6.74K
$653K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.33K- 27.17% |
$381K - $413K
|
11.6K
$1.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-4.65K- 29.03% |
$409K - $443K
|
11.4K
$1.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-4.81K- 34.07% |
$423K - $459K
|
9.3K
$901K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.92K- 43.17% |
$433K - $470K
|
6.48K
$628K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.04K- 77.89% |
$443K - $481K
|
1.43K
$139K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-5.17K- 13.68% |
$454K - $493K
|
32.6K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-5.31K- 29.09% |
$467K - $506K
|
12.9K
$1.25M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-5.31K- 29.09% |
$467K - $506K
|
12.9K
$1.25M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.53K- 19.81% |
$487K - $528K
|
22.4K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.62K- 6.01% |
$495K - $537K
|
88K
$8.52M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.8K- 0.69% |
$511K - $554K
|
831K
$80.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-5.9K- 26.38% |
$519K - $563K
|
16.5K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.14K- 25.59% |
$540K - $585K
|
17.8K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.52K- 48.7% |
$573K - $622K
|
6.86K
$665K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.99K- 69.12% |
$615K - $667K
|
3.12K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.15K- 9.65% |
$629K - $682K
|
67K
$6.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-7.26K- 35.34% |
$638K - $692K
|
13.3K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.36K- 14.36% |
$647K - $702K
|
43.9K
$4.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-8.4K- 45.5% |
$739K - $801K
|
10.1K
$974K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.48K- 36.12% |
$746K - $809K
|
15K
$1.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-8.69K- 58.27% |
$764K - $829K
|
6.22K
$602K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-8.83K- 17.9% |
$777K - $843K
|
40.5K
$3.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-8.88K- 27.96% |
$781K - $847K
|
22.9K
$2.22M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.03K- 6.05% |
$795K - $862K
|
140K
$13.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-9.55K- 85.55% |
$840K - $911K
|
1.61K
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-9.74K- 44.13% |
$857K - $929K
|
12.3K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.3K- 99.26% |
$906K - $982K
|
77
$7.45K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-10.6K- 24.62% |
$936K - $1.02M
|
32.6K
$3.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.9K- 1.48% |
$962K - $1.04M
|
727K
$70.3M
|