Purchases and Sales Made in Q1 2024 in Spdr Bloomberg Short Term High (SJNK)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term High (SJNK) during Q1 2024. 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 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.4K+ 242.29% |
$34.9K - $35.4K
|
1.98K
$49.8K
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
1.33K+ 1.08% |
$33.2K - $33.6K
|
124K
$3.13M
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.03K+ 95.48% |
$25.8K - $26.1K
|
2.12K
$53.4K
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1K+ 0.54% |
$25K - $25.3K
|
186K
$4.7M
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
938+ 625.33% |
$23.4K - $23.7K
|
1.09K
$27.5K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
900+ 5.83% |
$22.5K - $22.8K
|
16.3K
$412K
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
834+ 1.49% |
$20.8K - $21.1K
|
56.9K
$1.44M
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
758+ 3.2% |
$18.9K - $19.2K
|
24.4K
$616K
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
672+ 0.67% |
$16.8K - $17K
|
101K
$2.54M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
652+ 4.69% |
$16.3K - $16.5K
|
14.6K
$367K
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
581+ 1.88% |
$14.5K - $14.7K
|
31.5K
$794K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
531+ 33.42% |
$13.3K - $13.4K
|
2.12K
$53.5K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
490+ 960.78% |
$12.2K - $12.4K
|
541
$13.6K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
350+ 14.89% |
$8.74K - $8.85K
|
2.7K
$68.1K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
342+ 924.32% |
$8.54K - $8.65K
|
379
$9.56K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
341New |
$8.51K - $8.62K
|
341
$8.6K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
255+ 32.9% |
$6.37K - $6.45K
|
1.03K
$26K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
198+ 0.55% |
$4.94K - $5.01K
|
36.2K
$912K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
197+ 8.67% |
$4.92K - $4.98K
|
2.47K
$62.3K
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
165+ 1.17% |
$4.12K - $4.17K
|
14.3K
$360K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
144New |
$3.6K - $3.64K
|
144
$3.63K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
123New |
$3.07K - $3.11K
|
123
$3.1K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
120New |
$3K - $3.03K
|
120
$3.03K
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
105+ 0.41% |
$2.62K - $2.66K
|
25.5K
$643K
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
94+ 0.69% |
$2.35K - $2.38K
|
13.6K
$344K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
93New |
$2.32K - $2.35K
|
93
$2.35K
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
83+ 0.22% |
$2.07K - $2.1K
|
37.6K
$950K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
82New |
$2.05K - $2.07K
|
82
$2.07K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
76+ 0.26% |
$1.9K - $1.92K
|
29.8K
$752K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
68New |
$1.7K - $1.72K
|
68
$1.72K
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
67+ 0.07% |
$1.67K - $1.69K
|
103K
$2.6M
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
66+ 0.48% |
$1.65K - $1.67K
|
13.7K
$346K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
52New |
$1.3K - $1.32K
|
52
$1.31K
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
BUY
|
- |
37+ 0.38% |
$924 - $936
|
9.78K
$247K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
30+ 0.86% |
$749 - $759
|
3.53K
$89.1K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
29+ 3.49% |
$724 - $733
|
860
$21.7K
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
28+ 0.21% |
$699 - $708
|
13.5K
$341K
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22New |
$549 - $556
|
22
$555
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
10+ 1.28% |
$250 - $253
|
789
$19.9K
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 1.29% |
$200 - $202
|
627
$15.8K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8+ 0.32% |
$200 - $202
|
2.48K
$62.6K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 1.34% |
$150 - $152
|
454
$11.5K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1+ 0.04% |
$25 - $25.3
|
2.47K
$62.3K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.67% |
$25 - $25.3
|
61
$1.54K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2- 0.01% |
$49.9 - $50.6
|
37.8K
$953K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5- 0.35% |
$125 - $126
|
1.44K
$36.2K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14- 2.28% |
$350 - $354
|
601
$15.2K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-18- 0.83% |
$449 - $455
|
2.15K
$54.3K
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-33- 70.21% |
$824 - $835
|
14
$353
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-78- 69.03% |
$1.95K - $1.97K
|
35
$883
|