Purchases and Sales Made in Q1 2023 in Spdr Bloomberg Short Term High (SJNK)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term High (SJNK) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG SHORT TERM HIGH.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
6.2MNew |
$150M - $156M
|
6.2M
$156M
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.5M+ 56.18% |
$60.4M - $62.9M
|
6.95M
$175M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.15M+ 31.56% |
$52M - $54.1M
|
8.97M
$226M
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.01M+ 285.47% |
$24.4M - $25.4M
|
1.36M
$34.4M
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1MNew |
$24.2M - $25.2M
|
1M
$25.2M
|
|
Apr 27, 2023
Q1 2023
|
Toews Corp
|
BUY
|
- |
460KNew |
$11.1M - $11.6M
|
460K
$11.6M
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
429KNew |
$10.4M - $10.8M
|
429K
$10.8M
|
|
May 10, 2023
Q1 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
385KNew |
$9.29M - $9.67M
|
385K
$9.69M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
377K+ 33.51% |
$9.1M - $9.47M
|
1.5M
$37.8M
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
293KNew |
$7.07M - $7.36M
|
293K
$7.37M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
271K+ 23.86% |
$6.55M - $6.82M
|
1.41M
$35.5M
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
263KNew |
$6.36M - $6.62M
|
263K
$6.64M
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
244K+ 1186.33% |
$5.89M - $6.13M
|
264K
$6.66M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
240K+ 131.39% |
$5.79M - $6.03M
|
422K
$10.6M
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
214KNew |
$5.17M - $5.38M
|
214K
$5.39M
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
212KNew |
$5.11M - $5.32M
|
212K
$5.33M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
209K+ 980.73% |
$5.05M - $5.26M
|
231K
$5.81M
|
|
Apr 25, 2023
Q1 2023
|
Pacific Asset Management LLC
|
BUY
|
- |
204K+ 8904.8% |
$4.94M - $5.14M
|
207K
$5.21M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
185K+ 83.21% |
$4.48M - $4.66M
|
408K
$10.3M
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
147K+ 15.68% |
$3.55M - $3.69M
|
1.08M
$27.3M
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
129KNew |
$3.11M - $3.23M
|
129K
$3.24M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
109K+ 492.88% |
$2.63M - $2.74M
|
131K
$3.31M
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
106KNew |
$2.55M - $2.66M
|
106K
$2.66M
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
96.6K+ 4.72% |
$2.33M - $2.43M
|
2.14M
$54M
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
74.8K+ 4.92% |
$1.81M - $1.88M
|
1.6M
$40.2M
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
64.5K+ 62.31% |
$1.56M - $1.62M
|
168K
$4.24M
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
44.6K+ 34.78% |
$1.08M - $1.12M
|
173K
$4.36M
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
41.7K+ 50.67% |
$1.01M - $1.05M
|
124K
$3.13M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40.2K+ 468.37% |
$971K - $1.01M
|
48.8K
$1.23M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
37.7KNew |
$910K - $947K
|
37.7K
$950K
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
35.7K+ 13.28% |
$863K - $898K
|
305K
$7.68M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
35.4K+ 56.54% |
$855K - $890K
|
97.9K
$2.47M
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
35.2K+ 326.98% |
$849K - $884K
|
45.9K
$1.16M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.4KNew |
$832K - $866K
|
34.4K
$868K
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
34.3K+ 5.65% |
$830K - $864K
|
643K
$16.2M
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
32.7K+ 9.52% |
$791K - $823K
|
376K
$9.49M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.3K+ 1.34% |
$779K - $811K
|
2.44M
$61.6M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
31.8K+ 17.39% |
$768K - $800K
|
215K
$5.41M
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
31.5KNew |
$761K - $792K
|
31.5K
$794K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
31.1K+ 29.38% |
$752K - $783K
|
137K
$3.46M
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
30.7KNew |
$743K - $773K
|
30.7K
$775K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
29.6KNew |
$715K - $744K
|
29.6K
$746K
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.5K+ 83.62% |
$665K - $693K
|
60.5K
$1.52M
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
27.3KNew |
$659K - $686K
|
27.3K
$688K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
26.3K+ 14.07% |
$636K - $662K
|
213K
$5.38M
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
24.5K+ 183.43% |
$593K - $617K
|
37.9K
$956K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24K+ 13.86% |
$580K - $604K
|
197K
$4.98M
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
21.9K+ 45.28% |
$528K - $550K
|
70.1K
$1.77M
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
21.8K+ 17.59% |
$526K - $548K
|
146K
$3.67M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.4K+ 1.57% |
$444K - $462K
|
1.19M
$30M
|