Purchases and Sales Made in Q2 2023 in Spdr Bloomberg Short Term High (SJNK)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term High (SJNK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.9K+ 31.18% |
$289K - $294K
|
50.1K
$1.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
11.8K+ 2.75% |
$287K - $292K
|
441K
$11.1M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
10.9KNew |
$265K - $270K
|
10.9K
$275K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
10.7K+ 2.55% |
$260K - $264K
|
428K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 4.61% |
$259K - $263K
|
241K
$6.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.5KNew |
$256K - $260K
|
10.5K
$265K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.83KNew |
$239K - $243K
|
9.83K
$248K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.64KNew |
$234K - $239K
|
9.64K
$243K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
9.54K+ 5.38% |
$232K - $236K
|
187K
$4.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
9.47KNew |
$230K - $234K
|
9.47K
$239K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
9.31KNew |
$226K - $230K
|
9.31K
$235K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
9.2K+ 1.55% |
$224K - $228K
|
601K
$15.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
9.11KNew |
$222K - $225K
|
9.11K
$230K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.84K+ 30.93% |
$215K - $219K
|
37.4K
$944K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.79K+ 34.08% |
$214K - $218K
|
34.6K
$872K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
8.78KNew |
$214K - $217K
|
8.78K
$221K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
8.67K+ 10202.35% |
$211K - $215K
|
8.76K
$221K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.61KNew |
$209K - $213K
|
8.61K
$217K
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
8.21KNew |
$200K - $203K
|
8.21K
$207K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.12K+ 53.85% |
$197K - $201K
|
23.2K
$585K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.66K+ 1.89% |
$186K - $189K
|
413K
$10.4M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6.93KNew |
$169K - $171K
|
6.93K
$175K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.91K+ 3.7% |
$168K - $171K
|
194K
$4.88M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
6.81K+ 10.19% |
$166K - $169K
|
73.7K
$1.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
6.73K+ 165.92% |
$164K - $167K
|
10.8K
$272K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
6.14K+ 2.88% |
$149K - $152K
|
219K
$5.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
5.92K+ 17.88% |
$144K - $146K
|
39K
$983K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.65K+ 2.63% |
$137K - $140K
|
220K
$5.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.45K+ 9.19% |
$133K - $135K
|
64.8K
$1.63M
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.26K+ 31.76% |
$128K - $130K
|
21.8K
$550K
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
5.24K+ 8.15% |
$127K - $130K
|
69.6K
$1.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4KNew |
$97.3K - $99K
|
4K
$101K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.45K+ 2.52% |
$83.9K - $85.4K
|
141K
$3.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.61K+ 14.2% |
$63.5K - $64.5K
|
21K
$529K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.54KNew |
$61.8K - $62.9K
|
2.54K
$64.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
2.53K+ 9.69% |
$61.6K - $62.6K
|
28.7K
$723K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.41K+ 28.18% |
$58.5K - $59.5K
|
10.9K
$276K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.37K+ 6394.59% |
$57.5K - $58.5K
|
2.4K
$60.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.35KNew |
$57.2K - $58.2K
|
2.35K
$59.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.31K+ 26.59% |
$56.2K - $57.1K
|
11K
$277K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.25K+ 16.44% |
$54.7K - $55.7K
|
15.9K
$402K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.93K+ 1.33% |
$47K - $47.8K
|
148K
$3.72M
|
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.22K+ 3.09% |
$29.6K - $30.2K
|
40.7K
$1.03M
|
|
|
Jul 10, 2023
Q2 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
980+ 0.35% |
$23.8K - $24.2K
|
279K
$7.03M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
868+ 3.24% |
$21.1K - $21.5K
|
27.6K
$697K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
807+ 2.74% |
$19.6K - $20K
|
30.2K
$762K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
769+ 0.59% |
$18.7K - $19K
|
132K
$3.32M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
768New |
$18.7K - $19K
|
768
$19.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
766+ 9.95% |
$18.6K - $19K
|
8.47K
$213K
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
759+ 6.32% |
$18.5K - $18.8K
|
12.8K
$322K
|