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 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
136+ 2.06% |
$12.9K - $13.2K
|
6.75K
$652K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
134+ 1.67% |
$12.7K - $13K
|
8.14K
$787K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
131+ 5.12% |
$12.4K - $12.8K
|
2.69K
$260K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
129+ 0.42% |
$12.2K - $12.6K
|
30.7K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
122+ 2.2% |
$11.6K - $11.9K
|
5.66K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
120+ 1.05% |
$11.4K - $11.7K
|
11.5K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
118+ 38.82% |
$11.2K - $11.5K
|
422
$40.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
114+ 8.11% |
$10.8K - $11.1K
|
1.52K
$147K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
108+ 1.46% |
$10.2K - $10.5K
|
7.49K
$724K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
105+ 1.58% |
$9.95K - $10.2K
|
6.76K
$653K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
97+ 2.12% |
$9.19K - $9.44K
|
4.68K
$453K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
91New |
$8.62K - $8.86K
|
91
$8.79K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
83+ 2.59% |
$7.87K - $8.08K
|
3.29K
$318K
|
|
|
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
$348K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
71+ 2.0% |
$6.73K - $6.91K
|
3.62K
$350K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
70+ 1.06% |
$6.63K - $6.82K
|
6.69K
$647K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
66+ 1.73% |
$6.25K - $6.43K
|
3.89K
$376K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
57+ 15.66% |
$5.4K - $5.55K
|
421
$40.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
54+ 1.67% |
$5.12K - $5.26K
|
3.29K
$318K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
53+ 11.75% |
$5.02K - $5.16K
|
504
$48.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
51New |
$4.83K - $4.97K
|
51
$4.93K
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
51+ 0.12% |
$4.83K - $4.97K
|
44K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
49New |
$4.64K - $4.77K
|
49
$4.73K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
45+ 18.37% |
$4.26K - $4.38K
|
290
$28K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
43New |
$4.08K - $4.19K
|
43
$4.16K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
42+ 0.82% |
$3.98K - $4.09K
|
5.19K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 5.84% |
$3.6K - $3.7K
|
689
$66.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
38+ 1.37% |
$3.6K - $3.7K
|
2.81K
$271K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
32+ 0.34% |
$3.03K - $3.12K
|
9.55K
$922K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
28+ 1.05% |
$2.65K - $2.73K
|
2.69K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
25+ 1.06% |
$2.37K - $2.43K
|
2.39K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
24+ 0.12% |
$2.27K - $2.34K
|
19.3K
$1.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23+ 0.14% |
$2.18K - $2.24K
|
16.5K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
23+ 383.33% |
$2.18K - $2.24K
|
29
$2.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19+ 14.18% |
$1.8K - $1.85K
|
153
$14.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
19New |
$1.8K - $1.85K
|
19
$1.84K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
10New |
$948 - $974
|
10
$966
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
9New |
$853 - $876
|
9
$870
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
9+ 18.75% |
$853 - $876
|
57
$5.51K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9New |
$853 - $876
|
9
$870
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
8+ 1.09% |
$758 - $779
|
745
$72K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
8New |
$758 - $779
|
8
$773
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6New |
$569 - $584
|
6
$580
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.76% |
$569 - $584
|
791
$76.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 2.07% |
$474 - $487
|
246
$23.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4+ 0.0% |
$379 - $389
|
93.6K
$9.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3+ 1.53% |
$284 - $292
|
199
$19.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2+ 13.33% |
$190 - $195
|
17
$1.64K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.39% |
$190 - $195
|
510
$49.3K
|