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 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-120- 0.86% |
$2.9K - $3.02K
|
13.9K
$354K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-148- 0.89% |
$3.58K - $3.72K
|
16.5K
$421K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-150- 33.56% |
$3.62K - $3.77K
|
297
$7.57K
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-155- 1.17% |
$3.74K - $3.9K
|
13.1K
$334K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-158- 44.38% |
$3.82K - $3.97K
|
198
$5.05K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-160- 2.04% |
$3.87K - $4.02K
|
7.7K
$196K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-214- 10.1% |
$5.17K - $5.38K
|
1.91K
$48.6K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-222- 54.15% |
$5.36K - $5.58K
|
188
$4.79K
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
SELL
|
- |
-277- 2.17% |
$6.69K - $6.97K
|
12.5K
$319K
|
|
|
May 04, 2023
Q1 2023
|
Surience Private Wealth LLC
|
SELL
|
- |
-321- 0.25% |
$7.76K - $8.07K
|
127K
$3.25M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-339- 0.72% |
$8.19K - $8.53K
|
46.7K
$1.19M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-356- 64.03% |
$8.6K - $8.95K
|
200
$5.1K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-368- 0.7% |
$8.89K - $9.26K
|
52.5K
$1.34M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-397- 2.79% |
$9.59K - $9.98K
|
13.8K
$353K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-888- 2.09% |
$21.5K - $22.3K
|
41.6K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-941- 3.47% |
$22.7K - $23.7K
|
26.2K
$667K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-982- 2.03% |
$23.7K - $24.7K
|
47.3K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-1K- 0.29% |
$24.2K - $25.2K
|
346K
$8.82M
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1K- 1.81% |
$24.2K - $25.2K
|
54.3K
$1.38M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.2K- 10.96% |
$29K - $30.2K
|
9.75K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.27K- 97.55% |
$30.7K - $32K
|
32
$816
|
|
|
May 12, 2023
Q1 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.33K- 1.97% |
$32K - $33.3K
|
66K
$1.68M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.68K- 14.12% |
$40.5K - $42.2K
|
10.2K
$260K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.77K- 54.64% |
$42.8K - $44.6K
|
1.47K
$37.5K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.79K- 3.87% |
$43.2K - $45K
|
44.4K
$1.13M
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.8K- 15.03% |
$43.5K - $45.3K
|
10.2K
$259K
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.9K- 1.36% |
$46K - $47.8K
|
138K
$3.51M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.94K- 65.0% |
$46.8K - $48.8K
|
1.04K
$26.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-2.18K- 0.78% |
$52.6K - $54.7K
|
278K
$7.08M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-2.21K- 41.73% |
$53.4K - $55.6K
|
3.09K
$78.6K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.26K- 20.61% |
$54.5K - $56.7K
|
8.69K
$221K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.26K- 10.84% |
$54.6K - $56.9K
|
18.6K
$474K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.31K- 21.01% |
$55.8K - $58.1K
|
8.69K
$221K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-2.47K- 5.0% |
$59.8K - $62.2K
|
47K
$1.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-2.62K- 7.89% |
$63.4K - $66K
|
30.6K
$780K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.69K- 9.56% |
$64.9K - $67.5K
|
25.4K
$648K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.69K- 18.59% |
$65K - $67.7K
|
11.8K
$301K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.82K- 10.6% |
$68K - $70.8K
|
23.8K
$605K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2.83K- 18.84% |
$68.3K - $71K
|
12.2K
$310K
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.96K- 2.51% |
$71.6K - $74.5K
|
115K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.35K- 16.97% |
$80.8K - $84.1K
|
16.4K
$417K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.39K- 11.22% |
$81.8K - $85.1K
|
26.8K
$683K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.41K- 98.93% |
$82.4K - $85.8K
|
37
$943
|
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-3.42K- 4.07% |
$82.6K - $86K
|
80.6K
$2.05M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-3.5K- 4.47% |
$84.6K - $88K
|
74.8K
$1.91M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-3.7K- 76.53% |
$89.4K - $93.1K
|
1.14K
$28.9K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.82K- 48.39% |
$92.3K - $96.1K
|
4.08K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-3.93K- 1.89% |
$94.8K - $98.7K
|
204K
$5.19M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-4.49K- 33.56% |
$109K - $113K
|
8.89K
$227K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.63K- 31.73% |
$112K - $117K
|
9.97K
$254K
|