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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.4KNew |
$420K - $437K
|
17.4K
$438K
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
16.5KNew |
$400K - $416K
|
16.5K
$417K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
16.5KNew |
$399K - $415K
|
16.5K
$416K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
14.8K+ 2.55% |
$356K - $371K
|
594K
$15M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14.2K+ 31.34% |
$342K - $356K
|
59.3K
$1.5M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$331K - $344K
|
13.7K
$345K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
12.9K+ 18.38% |
$311K - $324K
|
82.9K
$2.09M
|
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
12.9K+ 11.22% |
$310K - $323K
|
127K
$3.21M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
12.5K+ 6.21% |
$301K - $314K
|
213K
$5.38M
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
12KNew |
$290K - $302K
|
12K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.6K+ 22.94% |
$257K - $267K
|
56.9K
$1.43M
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$253K - $263K
|
10.5K
$264K
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
10.5KNew |
$253K - $263K
|
10.5K
$264K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10.3K+ 4.98% |
$248K - $258K
|
216K
$5.44M
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
10.2K+ 6.36% |
$247K - $257K
|
171K
$4.31M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
10.1K+ 77.14% |
$245K - $255K
|
23.3K
$586K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.84K+ 30.72% |
$214K - $222K
|
37.6K
$948K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.53KNew |
$206K - $215K
|
8.53K
$215K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
8.52K+ 1.12% |
$206K - $214K
|
771K
$19.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
8.43K+ 4.99% |
$204K - $212K
|
177K
$4.47M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.1KNew |
$196K - $204K
|
8.1K
$204K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.96K+ 4.26% |
$168K - $175K
|
170K
$4.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.9K+ 30.5% |
$167K - $174K
|
29.5K
$744K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.72KNew |
$162K - $169K
|
6.72K
$169K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
6.69K+ 3.85% |
$162K - $168K
|
180K
$4.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
6.54K+ 0.94% |
$158K - $164K
|
701K
$17.7M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.51K+ 36.65% |
$157K - $164K
|
24.3K
$612K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
6.49K+ 5.63% |
$157K - $163K
|
122K
$3.07M
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
6.36K+ 44.7% |
$154K - $160K
|
20.6K
$519K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.19K+ 9.41% |
$150K - $156K
|
72K
$1.81M
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
5.88K+ 7.05% |
$142K - $148K
|
89.3K
$2.25M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.7K+ 4.55% |
$138K - $143K
|
131K
$3.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
5.66K+ 13.27% |
$137K - $142K
|
48.3K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.5K+ 7.18% |
$133K - $138K
|
82.2K
$2.07M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5.36K+ 3.06% |
$129K - $135K
|
180K
$4.55M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
5.23K+ 2.12% |
$126K - $132K
|
252K
$6.35M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.92K+ 71.6% |
$119K - $124K
|
11.8K
$297K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.45K+ 31.94% |
$107K - $112K
|
18.4K
$463K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.44KNew |
$107K - $112K
|
4.44K
$112K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3.7KNew |
$89.4K - $93.1K
|
3.7K
$93.3K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3.38K+ 18.52% |
$81.7K - $85K
|
21.6K
$545K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
3.38K+ 4.19% |
$81.5K - $84.9K
|
83.9K
$2.12M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
3.17K+ 8.72% |
$76.5K - $79.7K
|
39.5K
$996K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.64K+ 4.12% |
$63.9K - $66.5K
|
66.8K
$1.69M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
2.36K+ 8.7% |
$56.9K - $59.2K
|
29.4K
$742K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.34K+ 4.79% |
$56.6K - $59K
|
51.3K
$1.29M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.09K+ 1.18% |
$50.4K - $52.5K
|
179K
$4.5M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.04K+ 3.55% |
$49.2K - $51.2K
|
59.4K
$1.5M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
2.03K+ 0.5% |
$49.1K - $51.1K
|
406K
$10.2M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.94K+ 3.96% |
$46.9K - $48.8K
|
51K
$1.28M
|