Purchases and Sales Made in Q4 2023 in Spdr Bloomberg Short Term High (SJNK)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term High (SJNK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.3K+ 33.95% |
$820K - $867K
|
135K
$3.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
33.5K+ 139.35% |
$801K - $847K
|
57.5K
$1.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
31.4K+ 22.31% |
$752K - $795K
|
172K
$4.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
30.7KNew |
$733K - $775K
|
30.7K
$773K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
29.1KNew |
$695K - $735K
|
29.1K
$733K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
27.2KNew |
$650K - $688K
|
27.2K
$685K
|
|
|
Feb 08, 2024
Q4 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
26.9K+ 6.51% |
$643K - $680K
|
440K
$11.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
26K+ 40.76% |
$622K - $657K
|
89.7K
$2.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
25.9K+ 24.6% |
$620K - $656K
|
131K
$3.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
25.4K+ 222.1% |
$608K - $643K
|
36.9K
$929K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.2K+ 28.4% |
$580K - $613K
|
110K
$2.76M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
23.7KNew |
$566K - $599K
|
23.7K
$597K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.6K+ 23.54% |
$565K - $597K
|
124K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
23.4K+ 17.37% |
$561K - $593K
|
158K
$3.99M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23K+ 30.27% |
$550K - $582K
|
99K
$2.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
22.2K+ 257.36% |
$532K - $562K
|
30.9K
$778K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21.2KNew |
$507K - $536K
|
21.2K
$534K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
21.1K+ 8.32% |
$505K - $534K
|
275K
$6.93M
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
20.7KNew |
$496K - $524K
|
20.7K
$523K
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
20.2K+ 240.94% |
$484K - $512K
|
28.6K
$722K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
20.1KNew |
$481K - $509K
|
20.1K
$507K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
19.3K+ 12.9% |
$462K - $489K
|
169K
$4.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
18.8K+ 8.13% |
$449K - $475K
|
250K
$6.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.1KNew |
$432K - $457K
|
18.1K
$455K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
17.1KNew |
$409K - $433K
|
17.1K
$431K
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
15.5K+ 4.56% |
$372K - $393K
|
356K
$8.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
15K+ 1.56% |
$358K - $378K
|
972K
$24.5M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.6K+ 3.93% |
$349K - $369K
|
385K
$9.71M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
14.5KNew |
$346K - $366K
|
14.5K
$365K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
14.1KNew |
$337K - $356K
|
14.1K
$355K
|
|
|
Jan 26, 2024
Q4 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
13KNew |
$310K - $328K
|
13K
$327K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.9K+ 20.38% |
$309K - $327K
|
76.3K
$1.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
12.1KNew |
$290K - $307K
|
12.1K
$306K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11.8KNew |
$282K - $298K
|
11.8K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
11.7KNew |
$280K - $296K
|
11.7K
$295K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.2K+ 49.81% |
$268K - $284K
|
33.7K
$850K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 10.19% |
$253K - $268K
|
115K
$2.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
9.33K+ 46.3% |
$223K - $236K
|
29.5K
$743K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.95K+ 2.14% |
$214K - $226K
|
427K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
8.64KNew |
$207K - $219K
|
8.64K
$218K
|
|
|
Feb 13, 2024
Q4 2023
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
8.03KNew |
$192K - $203K
|
8.03K
$202K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
7.89K+ 4.06% |
$189K - $200K
|
202K
$5.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.61K+ 4.58% |
$182K - $193K
|
174K
$4.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.5K+ 3.83% |
$179K - $190K
|
203K
$5.13M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.43K+ 16.74% |
$178K - $188K
|
51.8K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.38K+ 383.81% |
$153K - $161K
|
8.04K
$203K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
6.24KNew |
$149K - $158K
|
6.24K
$157K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
6.21K+ 203.74% |
$148K - $157K
|
9.25K
$233K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.85K+ 198.0% |
$140K - $148K
|
8.8K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5.54KNew |
$132K - $140K
|
5.54K
$140K
|