Purchases and Sales Made in Q4 2024 in Spdr Bloomberg High Yield Bond (JNK)
This table provides information about the institutional ownership of Spdr Bloomberg High Yield Bond (JNK) during Q4 2024. 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, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
7.11KNew |
$674K - $693K
|
7.11K
$687K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
6.79KNew |
$643K - $661K
|
6.79K
$656K
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
6.76KNew |
$640K - $658K
|
6.76K
$653K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.31K+ 144.02% |
$598K - $614K
|
10.7K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6.22K+ 184.62% |
$589K - $605K
|
9.59K
$926K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.05K+ 11.18% |
$573K - $589K
|
60.2K
$5.81M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
6.04K+ 34.06% |
$572K - $588K
|
23.8K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
5.9KNew |
$559K - $575K
|
5.9K
$570K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.82KNew |
$552K - $567K
|
5.82K
$563K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.65K+ 147.74% |
$535K - $550K
|
9.47K
$915K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.64KNew |
$535K - $549K
|
5.64K
$545K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.41KNew |
$513K - $527K
|
5.41K
$523K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
5.39KNew |
$511K - $525K
|
5.39K
$521K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
5.35KNew |
$507K - $521K
|
5.35K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.27K+ 7.72% |
$499K - $513K
|
73.5K
$7.11M
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
5.24K+ 6.62% |
$497K - $510K
|
84.4K
$8.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
5.03K+ 49.89% |
$476K - $489K
|
15.1K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.02K+ 101.19% |
$476K - $489K
|
9.99K
$965K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.96KNew |
$470K - $483K
|
4.96K
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4.91K+ 2742.46% |
$465K - $478K
|
5.09K
$492K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.57K+ 86.06% |
$433K - $445K
|
9.88K
$955K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.54KNew |
$430K - $442K
|
4.54K
$439K
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
4.27K+ 3.94% |
$405K - $416K
|
113K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.09K+ 6.51% |
$387K - $398K
|
66.8K
$6.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.02KNew |
$381K - $391K
|
4.02K
$388K
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
3.97K+ 2.13% |
$376K - $387K
|
191K
$18.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.84K+ 6.37% |
$364K - $374K
|
64.1K
$6.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
3.66K+ 13.65% |
$347K - $357K
|
30.5K
$2.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.64KNew |
$345K - $354K
|
3.64K
$352K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.61K+ 78.7% |
$342K - $351K
|
8.19K
$791K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3.47KNew |
$329K - $338K
|
3.47K
$335K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.47KNew |
$329K - $338K
|
3.47K
$335K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.38K+ 40.62% |
$320K - $329K
|
11.7K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.37K+ 9.43% |
$319K - $328K
|
39.1K
$3.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3.37KNew |
$319K - $328K
|
3.37K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
3.21K+ 5.28% |
$304K - $312K
|
64K
$6.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.19K+ 0.54% |
$303K - $311K
|
595K
$57.5M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.14K+ 148.37% |
$298K - $306K
|
5.26K
$508K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
3.13KNew |
$297K - $305K
|
3.13K
$303K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.12KNew |
$295K - $303K
|
3.12K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.04KNew |
$288K - $296K
|
3.04K
$294K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.04K+ 2.03% |
$288K - $296K
|
153K
$14.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.03K+ 5.4% |
$287K - $295K
|
59K
$5.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.99KNew |
$284K - $291K
|
2.99K
$289K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
2.96K+ 52.41% |
$281K - $288K
|
8.62K
$833K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.91K+ 52.59% |
$276K - $283K
|
8.44K
$816K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.87KNew |
$272K - $280K
|
2.87K
$278K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.82KNew |
$267K - $275K
|
2.82K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
2.78KNew |
$264K - $271K
|
2.78K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.7K+ 31.9% |
$256K - $263K
|
11.2K
$1.08M
|