Purchases and Sales Made in Q3 2023 in Spdr Bloomberg Short Term High (SJNK)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term High (SJNK) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.37K+ 3.28% |
$82.2K - $83.8K
|
106K
$2.68M
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.3KNew |
$80.5K - $81.9K
|
3.3K
$83.2K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.27K+ 37.62% |
$79.7K - $81.2K
|
12K
$301K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.06K+ 2.9% |
$74.7K - $76.1K
|
109K
$2.74M
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
3.05KNew |
$74.3K - $75.6K
|
3.05K
$76.8K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.98K+ 4.6% |
$72.7K - $74K
|
67.8K
$1.71M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
2.5K+ 2.72% |
$61K - $62.1K
|
94.4K
$2.38M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
2.49K+ 9.21% |
$60.7K - $61.8K
|
29.5K
$744K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.48K+ 5.37% |
$60.3K - $61.5K
|
48.6K
$1.22M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.4K+ 1.24% |
$58.4K - $59.5K
|
196K
$4.94M
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.37K+ 0.16% |
$57.8K - $58.9K
|
1.45M
$36.6M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.14K+ 55.57% |
$52.2K - $53.2K
|
5.99K
$151K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2KNew |
$48.8K - $49.7K
|
2K
$50.4K
|
|
Nov 09, 2023
Q3 2023
|
Sam Advisors, LLC
|
BUY
|
- |
1.82K+ 1.03% |
$44.4K - $45.2K
|
178K
$4.48M
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.61KNew |
$39.1K - $39.9K
|
1.61K
$40.5K
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.47K+ 403.29% |
$35.9K - $36.5K
|
1.84K
$46.3K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.45K+ 0.75% |
$35.4K - $36K
|
195K
$4.93M
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.37K+ 12.66% |
$33.4K - $34K
|
12.2K
$307K
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.32K+ 12.37% |
$32.2K - $32.8K
|
12K
$303K
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.27K+ 3.2% |
$31K - $31.5K
|
41K
$1.03M
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.2K+ 2.91% |
$29.3K - $29.8K
|
42.5K
$1.07M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.17K+ 1.48% |
$28.5K - $29K
|
80K
$2.02M
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.04K+ 8.13% |
$25.3K - $25.8K
|
13.8K
$348K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.04K+ 12.35% |
$25.3K - $25.7K
|
9.42K
$238K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.03KNew |
$25.1K - $25.6K
|
1.03K
$25.9K
|
|
Oct 18, 2023
Q3 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.02K+ 0.37% |
$24.9K - $25.4K
|
280K
$7.06M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1K+ 11.3% |
$24.4K - $24.8K
|
9.85K
$248K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
883+ 35.56% |
$21.5K - $21.9K
|
3.37K
$84.9K
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
880+ 6.17% |
$21.5K - $21.9K
|
15.1K
$382K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
868+ 28.74% |
$21.2K - $21.6K
|
3.89K
$98K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
744New |
$18.1K - $18.5K
|
744
$18.8K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
552+ 2208.0% |
$13.5K - $13.7K
|
577
$14.5K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
301New |
$7.34K - $7.47K
|
301
$7.59K
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
277+ 0.57% |
$6.75K - $6.88K
|
49K
$1.24M
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
248+ 0.62% |
$6.05K - $6.16K
|
40.2K
$1.01M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
216+ 1.97% |
$5.27K - $5.36K
|
11.2K
$281K
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
184+ 1.68% |
$4.49K - $4.57K
|
11.1K
$281K
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
169+ 0.22% |
$4.12K - $4.2K
|
75.6K
$1.91M
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
150New |
$3.66K - $3.72K
|
150
$3.78K
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
BUY
|
- |
142+ 1.5% |
$3.46K - $3.53K
|
9.61K
$242K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
124New |
$3.02K - $3.08K
|
124
$3.13K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
115+ 3.58% |
$2.8K - $2.86K
|
3.32K
$83.8K
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
95+ 0.75% |
$2.32K - $2.36K
|
12.7K
$320K
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
75+ 0.26% |
$1.83K - $1.86K
|
28.6K
$721K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
50New |
$1.22K - $1.24K
|
50
$1.26K
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
47New |
$1.15K - $1.17K
|
47
$1.18K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
47+ 4700.0% |
$1.15K - $1.17K
|
48
$1.21K
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
40+ 0.4% |
$975 - $993
|
10K
$252K
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
11+ 1.88% |
$268 - $273
|
596
$15K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 1.69% |
$244 - $248
|
603
$15.2K
|