Purchases and Sales Made in Q1 2025 in Spdr Bloomberg Short Term High (SJNK)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term High (SJNK) during Q1 2025. 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 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.77K+ 9.99% |
$44.4K - $45.4K
|
19.5K
$491K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.75KNew |
$43.9K - $44.9K
|
1.75K
$44.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.58K+ 3.13% |
$39.6K - $40.4K
|
51.9K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.41KNew |
$35.3K - $36K
|
1.41K
$35.4K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.35K+ 0.16% |
$33.8K - $34.6K
|
842K
$21.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.32K+ 1.88% |
$33.2K - $33.9K
|
71.9K
$1.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.27K+ 4.25% |
$31.8K - $32.5K
|
31.1K
$783K
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.18K+ 0.17% |
$29.6K - $30.2K
|
680K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.09K+ 0.62% |
$27.4K - $28.1K
|
178K
$4.49M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.08K+ 9.68% |
$27K - $27.6K
|
12.2K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
1.06K+ 4.06% |
$26.6K - $27.2K
|
27.2K
$684K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
973+ 2.39% |
$24.4K - $24.9K
|
41.7K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
898New |
$22.5K - $23K
|
898
$22.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
846+ 3.11% |
$21.2K - $21.7K
|
28.1K
$706K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
823+ 2.27% |
$20.6K - $21.1K
|
37K
$932K
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
780+ 0.77% |
$19.6K - $20K
|
102K
$2.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
690+ 11.84% |
$17.3K - $17.7K
|
6.52K
$164K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
632+ 19.02% |
$15.9K - $16.2K
|
3.96K
$99.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
608New |
$15.2K - $15.6K
|
608
$15.3K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
585New |
$14.7K - $15K
|
585
$14.7K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
560+ 3.02% |
$14K - $14.4K
|
19.1K
$481K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
535+ 73.19% |
$13.4K - $13.7K
|
1.27K
$31.9K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
500New |
$12.5K - $12.8K
|
500
$12.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
478+ 0.32% |
$12K - $12.3K
|
151K
$3.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
469+ 1.43% |
$11.8K - $12K
|
33.3K
$839K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
427+ 3.14% |
$10.7K - $10.9K
|
14K
$353K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
423+ 77.47% |
$10.6K - $10.8K
|
969
$24.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
416+ 0.71% |
$10.4K - $10.7K
|
58.7K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
407+ 14.24% |
$10.2K - $10.4K
|
3.27K
$82.2K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
405New |
$10.2K - $10.4K
|
405
$10.2K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
381+ 4.1% |
$9.56K - $9.77K
|
9.68K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
348+ 0.68% |
$8.73K - $8.92K
|
51.5K
$1.3M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
337+ 1.98% |
$8.45K - $8.64K
|
17.4K
$438K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
310+ 2.02% |
$7.77K - $7.95K
|
15.7K
$394K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
268+ 8.63% |
$6.72K - $6.87K
|
3.37K
$85K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
258+ 3.0% |
$6.47K - $6.62K
|
8.85K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
257+ 8.51% |
$6.45K - $6.59K
|
3.28K
$82.5K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
252+ 3.03% |
$6.32K - $6.46K
|
8.56K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
234+ 2.25% |
$5.87K - $6K
|
10.6K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
223+ 2.32% |
$5.59K - $5.72K
|
9.84K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
209+ 2.15% |
$5.24K - $5.36K
|
9.95K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
200New |
$5.02K - $5.13K
|
200
$5.04K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
196+ 0.57% |
$4.92K - $5.03K
|
34.3K
$863K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
171New |
$4.29K - $4.38K
|
171
$4.31K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
157+ 5.5% |
$3.94K - $4.03K
|
3.01K
$75.8K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
156New |
$3.91K - $4K
|
156
$3.93K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
143+ 0.41% |
$3.59K - $3.67K
|
35.4K
$891K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
139New |
$3.49K - $3.56K
|
139
$3.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
127+ 0.55% |
$3.19K - $3.26K
|
23.1K
$582K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
108+ 0.64% |
$2.71K - $2.77K
|
17K
$428K
|