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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5.54KNew |
$132K - $140K
|
5.54K
$140K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.47K+ 40.75% |
$131K - $138K
|
18.9K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.41K+ 0.86% |
$129K - $137K
|
634K
$16M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.37K+ 14.32% |
$128K - $136K
|
42.9K
$1.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
5.19K+ 4.71% |
$124K - $131K
|
115K
$2.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
5K+ 50.0% |
$120K - $126K
|
15K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.83K+ 8.04% |
$115K - $122K
|
64.9K
$1.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
4.64K+ 1.66% |
$111K - $117K
|
285K
$7.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.39K+ 4.48% |
$105K - $111K
|
102K
$2.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.37K+ 13.19% |
$104K - $110K
|
37.5K
$946K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
4.12K+ 41.85% |
$98.4K - $104K
|
13.9K
$352K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3.99KNew |
$95.5K - $101K
|
3.99K
$101K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.86K+ 7.26% |
$92.2K - $97.5K
|
56.9K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.85K+ 7.92% |
$92K - $97.3K
|
52.4K
$1.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.84K+ 20.23% |
$91.8K - $97K
|
22.8K
$575K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.29K+ 54.89% |
$78.7K - $83.2K
|
9.28K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.19K+ 2.16% |
$76.4K - $80.7K
|
151K
$3.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.84KNew |
$67.9K - $71.8K
|
2.84K
$71.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.78K+ 5.9% |
$66.5K - $70.3K
|
49.9K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.74KNew |
$65.6K - $69.3K
|
2.74K
$69.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
2.68K+ 10.22% |
$64.1K - $67.8K
|
28.9K
$729K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.6K+ 11.21% |
$62.2K - $65.8K
|
25.8K
$651K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.56K+ 3.64% |
$61.3K - $64.8K
|
72.9K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.47KNew |
$59.1K - $62.4K
|
2.47K
$62.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
2.29K+ 0.29% |
$54.8K - $57.9K
|
779K
$19.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.2K+ 19.7% |
$52.6K - $55.6K
|
13.4K
$337K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.17KNew |
$51.9K - $54.9K
|
2.17K
$54.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.08K+ 15.97% |
$49.7K - $52.6K
|
15.1K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.06K+ 5.55% |
$49.3K - $52.2K
|
39.3K
$991K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.05K+ 20.81% |
$49K - $51.8K
|
11.9K
$300K
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.02K+ 4.3% |
$48.4K - $51.1K
|
49K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.83K+ 7.05% |
$43.8K - $46.3K
|
27.8K
$702K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.47K+ 276.5% |
$35.2K - $37.2K
|
2K
$50.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.43K+ 0.56% |
$34.2K - $36.1K
|
257K
$6.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.32KNew |
$31.7K - $33.5K
|
1.32K
$33.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.31K+ 10.77% |
$31.4K - $33.2K
|
13.5K
$341K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.29K+ 0.67% |
$31K - $32.7K
|
193K
$4.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.26KNew |
$30.1K - $31.9K
|
1.26K
$31.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.14K+ 9.14% |
$27.4K - $28.9K
|
13.7K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.1KNew |
$26.3K - $27.8K
|
1.1K
$27.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
1.04K+ 2.58% |
$24.8K - $26.2K
|
41.2K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
1.02K+ 1.23% |
$24.5K - $25.9K
|
84.4K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.01K+ 10.1% |
$24.2K - $25.6K
|
11K
$278K
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
958+ 2.3% |
$22.9K - $24.2K
|
42.5K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
848+ 0.19% |
$20.3K - $21.4K
|
456K
$11.5M
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
843+ 6.65% |
$20.2K - $21.3K
|
13.5K
$341K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
802+ 0.85% |
$19.2K - $20.3K
|
95.2K
$2.4M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
779New |
$18.6K - $19.7K
|
779
$19.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
640+ 80.0% |
$15.3K - $16.2K
|
1.44K
$36.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
571+ 5.98% |
$13.7K - $14.4K
|
10.1K
$255K
|