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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
49+ 0.87% |
$1.16K - $1.22K
|
5.68K
$143K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
34New |
$805 - $846
|
34
$857
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 2.31% |
$308 - $323
|
575
$14.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10+ 2.46% |
$237 - $249
|
417
$10.5K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 0.07% |
$237 - $249
|
15K
$379K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3- 0.01% |
$71 - $74.6
|
27.1K
$684K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-21- 15.56% |
$497 - $522
|
114
$2.87K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-33- 56.9% |
$781 - $821
|
25
$630
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
SELL
|
- |
-54- 6.38% |
$1.28K - $1.34K
|
793
$20K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-54- 10.25% |
$1.28K - $1.34K
|
473
$11.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-106- 0.89% |
$2.51K - $2.64K
|
11.9K
$299K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-127- 12.13% |
$3.01K - $3.16K
|
920
$23.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-166- 0.5% |
$3.93K - $4.13K
|
33.2K
$838K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-167- 22.54% |
$3.95K - $4.15K
|
574
$14.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-290- 27.62% |
$6.87K - $7.22K
|
760
$19.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-312- 0.97% |
$7.39K - $7.76K
|
32K
$806K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-354- 1.72% |
$8.38K - $8.81K
|
20.2K
$509K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-360- 0.14% |
$8.52K - $8.96K
|
262K
$6.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-465- 0.56% |
$11K - $11.6K
|
82.3K
$2.07M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-478- 3.45% |
$11.3K - $11.9K
|
13.4K
$337K
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-521Closed |
$12.3K - $13K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-543- 9.3% |
$12.9K - $13.5K
|
5.29K
$133K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-553- 5.51% |
$13.1K - $13.8K
|
9.49K
$239K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-650- 99.85% |
$15.4K - $16.2K
|
1
$25.2
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-771- 2.29% |
$18.3K - $19.2K
|
32.9K
$830K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-772- 2.29% |
$18.3K - $19.2K
|
32.9K
$830K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-820- 7.25% |
$19.4K - $20.4K
|
10.5K
$264K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-876- 2.82% |
$20.7K - $21.8K
|
30.2K
$760K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-996- 7.68% |
$23.6K - $24.8K
|
12K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 4.75% |
$25.2K - $26.5K
|
21.3K
$538K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.22K- 5.69% |
$28.9K - $30.4K
|
20.2K
$510K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.31K- 4.44% |
$30.9K - $32.5K
|
28.1K
$708K
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.32K- 1.14% |
$31.3K - $32.9K
|
115K
$2.89M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.42K- 4.18% |
$33.7K - $35.4K
|
32.7K
$823K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.44K- 3.01% |
$34K - $35.7K
|
46.2K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.68K- 12.3% |
$39.7K - $41.7K
|
11.9K
$301K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.86K- 81.91% |
$44K - $46.2K
|
410
$10.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.92K- 81.13% |
$45.5K - $47.8K
|
447
$11.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.96K- 5.11% |
$46.4K - $48.7K
|
36.3K
$916K
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.08K- 12.73% |
$49.1K - $51.6K
|
14.2K
$359K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.15K- 1.03% |
$50.9K - $53.5K
|
208K
$5.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.3K- 17.12% |
$54.5K - $57.2K
|
11.1K
$281K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.36K- 18.97% |
$55.8K - $58.6K
|
10.1K
$254K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.52K- 1.63% |
$59.7K - $62.7K
|
152K
$3.84M
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.8K- 16.66% |
$66.3K - $69.7K
|
14K
$353K
|
|
|
Jan 17, 2023
Q4 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2.85K- 5.33% |
$67.5K - $70.9K
|
50.6K
$1.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-2.85K- 12.18% |
$67.5K - $70.9K
|
20.5K
$518K
|
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-3K- 3.45% |
$71K - $74.6K
|
84K
$2.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-3.24K- 11.51% |
$76.8K - $80.7K
|
24.9K
$629K
|
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-3.27K- 20.32% |
$77.4K - $81.4K
|
12.8K
$323K
|