Purchases and Sales Made in Q4 2022 in Spdr Bloomberg Short Term High (SJNK)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term High (SJNK) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
18.2KNew |
$432K - $454K
|
18.2K
$460K
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
18.1KNew |
$429K - $451K
|
18.1K
$457K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.2KNew |
$407K - $427K
|
17.2K
$433K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.8K+ 10.15% |
$399K - $419K
|
183K
$4.61M
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
16K+ 25.69% |
$379K - $398K
|
78.3K
$1.97M
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
15.7K+ 5.85% |
$371K - $390K
|
284K
$7.16M
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15.3K+ 143.23% |
$362K - $381K
|
26K
$655K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
15K+ 71.43% |
$355K - $373K
|
36K
$908K
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
15KNew |
$354K - $372K
|
15K
$377K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.5KNew |
$343K - $360K
|
14.5K
$365K
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
13.9KNew |
$328K - $345K
|
13.9K
$350K
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.4KNew |
$317K - $333K
|
13.4K
$337K
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
13.4KNew |
$317K - $333K
|
13.4K
$337K
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
13.3KNew |
$314K - $330K
|
13.3K
$334K
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
13.1K+ 509.89% |
$310K - $326K
|
15.7K
$395K
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
12.8K+ 6.36% |
$304K - $319K
|
214K
$5.41M
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.8K+ 38.38% |
$279K - $293K
|
42.5K
$1.07M
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11.7K+ 54.87% |
$276K - $290K
|
32.9K
$831K
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.6KNew |
$251K - $264K
|
10.6K
$267K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$249K - $262K
|
10.5K
$265K
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$249K - $261K
|
10.5K
$265K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
10.2K+ 355.92% |
$243K - $255K
|
13.1K
$331K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.99KNew |
$237K - $249K
|
9.99K
$252K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.86K+ 124.89% |
$233K - $245K
|
17.8K
$448K
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
9.82KNew |
$233K - $244K
|
9.82K
$248K
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
9.8KNew |
$232K - $244K
|
9.8K
$247K
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.69KNew |
$230K - $241K
|
9.69K
$244K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
9.2KNew |
$218K - $229K
|
9.2K
$232K
|
|
Feb 17, 2023
Q4 2022
|
Covenant Partners, LLC
|
BUY
|
- |
9.08KNew |
$215K - $226K
|
9.08K
$229K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8.62K+ 50.19% |
$204K - $214K
|
25.8K
$650K
|
|
Feb 13, 2023
Q4 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
8.53KNew |
$202K - $212K
|
8.53K
$215K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
8.05K+ 4.87% |
$191K - $200K
|
174K
$4.38M
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
7.93K+ 372.13% |
$188K - $197K
|
10.1K
$254K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.86KNew |
$186K - $196K
|
7.86K
$198K
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
7.16K+ 2.13% |
$170K - $178K
|
344K
$8.66M
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
6.93K+ 16.04% |
$164K - $172K
|
50.1K
$1.26M
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.87K+ 5.87% |
$163K - $171K
|
124K
$3.12M
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
6.81K+ 413.43% |
$161K - $169K
|
8.45K
$213K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
6.46K+ 154.78% |
$153K - $161K
|
10.6K
$268K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.09KNew |
$144K - $151K
|
6.09K
$154K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.78K+ 70.98% |
$137K - $144K
|
13.9K
$351K
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
BUY
|
- |
5.56K+ 2.52% |
$132K - $138K
|
226K
$5.71M
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
5.45K+ 12.53% |
$129K - $136K
|
49K
$1.23M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.84K+ 11.75% |
$115K - $120K
|
46K
$1.16M
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
4.34K+ 51.47% |
$103K - $108K
|
12.8K
$322K
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.12K+ 647.1% |
$97.6K - $103K
|
4.76K
$120K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.08KNew |
$96.6K - $101K
|
4.08K
$103K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.05KNew |
$95.8K - $101K
|
4.05K
$102K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.7K+ 11.36% |
$87.7K - $92.1K
|
36.3K
$915K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3.67K+ 5.8% |
$86.8K - $91.2K
|
66.9K
$1.69M
|