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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
215New |
$20.4K - $20.9K
|
215
$20.9K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
210+ 89.74% |
$19.9K - $20.4K
|
444
$43.1K
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
207+ 3.08% |
$19.6K - $20.2K
|
6.93K
$672K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
195+ 590.91% |
$18.5K - $19K
|
228
$22.1K
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
185+ 2.79% |
$17.5K - $18K
|
6.81K
$661K
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
177+ 0.67% |
$16.8K - $17.2K
|
26.5K
$2.57M
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
175+ 6.04% |
$16.6K - $17K
|
3.07K
$298K
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
175+ 3.88% |
$16.6K - $17K
|
4.69K
$455K
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
168+ 6.77% |
$15.9K - $16.4K
|
2.65K
$257K
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
161+ 1.46% |
$15.3K - $15.7K
|
11.2K
$1.09M
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
156+ 7.57% |
$14.8K - $15.2K
|
2.22K
$215K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
152New |
$14.4K - $14.8K
|
152
$14.8K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
149+ 1.17% |
$14.1K - $14.5K
|
12.9K
$1.25M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
147+ 0.56% |
$13.9K - $14.3K
|
26.5K
$2.58M
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
137+ 0.72% |
$13K - $13.3K
|
19.2K
$1.86M
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
136+ 2.06% |
$12.9K - $13.2K
|
6.75K
$655K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
134+ 1.67% |
$12.7K - $13K
|
8.14K
$790K
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
131+ 5.12% |
$12.4K - $12.8K
|
2.69K
$261K
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
129+ 0.42% |
$12.2K - $12.6K
|
30.7K
$2.98M
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
122+ 2.2% |
$11.6K - $11.9K
|
5.66K
$550K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
120+ 1.05% |
$11.4K - $11.7K
|
11.5K
$1.12M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
118+ 38.82% |
$11.2K - $11.5K
|
422
$41K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
114+ 8.11% |
$10.8K - $11.1K
|
1.52K
$148K
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
108+ 1.46% |
$10.2K - $10.5K
|
7.49K
$727K
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
105+ 1.58% |
$9.95K - $10.2K
|
6.76K
$656K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
97+ 2.12% |
$9.19K - $9.44K
|
4.68K
$454K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
91New |
$8.62K - $8.86K
|
91
$8.83K
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
83+ 2.59% |
$7.87K - $8.08K
|
3.29K
$319K
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
80+ 0.77% |
$7.58K - $7.79K
|
10.5K
$1.01M
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
78+ 2.21% |
$7.39K - $7.59K
|
3.6K
$350K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
72+ 194.59% |
$6.82K - $7.01K
|
109
$10.6K
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
71+ 2.0% |
$6.73K - $6.91K
|
3.62K
$352K
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
70+ 1.06% |
$6.63K - $6.82K
|
6.69K
$649K
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
66+ 1.73% |
$6.25K - $6.43K
|
3.89K
$377K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
57+ 15.66% |
$5.4K - $5.55K
|
421
$40.9K
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
54+ 1.67% |
$5.12K - $5.26K
|
3.29K
$319K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
53+ 11.75% |
$5.02K - $5.16K
|
504
$48.9K
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
51+ 0.12% |
$4.83K - $4.97K
|
44K
$4.27M
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
51New |
$4.83K - $4.97K
|
51
$4.95K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
49New |
$4.64K - $4.77K
|
49
$4.75K
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
45+ 18.37% |
$4.26K - $4.38K
|
290
$28.1K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
44New |
$4.17K - $4.28K
|
44
$4.27K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
43New |
$4.08K - $4.19K
|
43
$4.17K
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
42+ 0.82% |
$3.98K - $4.09K
|
5.19K
$503K
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
38+ 1.37% |
$3.6K - $3.7K
|
2.81K
$272K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 5.84% |
$3.6K - $3.7K
|
689
$66.9K
|
|
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
38+ 200.0% |
$3.6K - $3.7K
|
57
$5.53K
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
38+ 200.0% |
$3.6K - $3.7K
|
57
$5.53K
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
32+ 0.34% |
$3.03K - $3.12K
|
9.55K
$926K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
28+ 1.05% |
$2.65K - $2.73K
|
2.69K
$261K
|