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 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
526New |
$12.6K - $13.3K
|
526
$13.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
506+ 6.36% |
$12.1K - $12.8K
|
8.47K
$213K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
426+ 2.97% |
$10.2K - $10.8K
|
14.8K
$373K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
423New |
$10.1K - $10.7K
|
423
$10.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
400+ 62.02% |
$9.57K - $10.1K
|
1.05K
$26.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
282+ 4.71% |
$6.75K - $7.13K
|
6.27K
$158K
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
281+ 0.64% |
$6.72K - $7.11K
|
44.5K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
275+ 2.47% |
$6.58K - $6.95K
|
11.4K
$288K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
248New |
$5.93K - $6.27K
|
248
$6.25K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
200+ 17.47% |
$4.78K - $5.06K
|
1.35K
$33.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
200New |
$4.78K - $5.06K
|
200
$5.04K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
196+ 0.35% |
$4.69K - $4.96K
|
56.1K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
177+ 5.32% |
$4.23K - $4.48K
|
3.5K
$88.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
159New |
$3.8K - $4.02K
|
159
$4.01K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
136+ 1.42% |
$3.25K - $3.44K
|
9.74K
$246K
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
119+ 1.47% |
$2.85K - $3.01K
|
8.23K
$207K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
96New |
$2.3K - $2.43K
|
96
$2.42K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
57New |
$1.36K - $1.44K
|
57
$1.44K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
56+ 10.02% |
$1.34K - $1.42K
|
615
$15.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
39+ 31.71% |
$933 - $986
|
162
$4.08K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
36New |
$861 - $910
|
36
$908
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 2.65% |
$383 - $405
|
619
$15.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
15+ 2.52% |
$359 - $379
|
611
$15.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11+ 2.52% |
$263 - $278
|
448
$11.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 2.0% |
$23.9 - $25.3
|
51
$1.29K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1New |
$23.9 - $25.3
|
1
$25.2
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-15- 4.98% |
$359 - $379
|
286
$7.21K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-47- 97.92% |
$1.12K - $1.19K
|
1
$25.2
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-148- 74.0% |
$3.54K - $3.74K
|
52
$1.31K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-196- 1.96% |
$4.69K - $4.96K
|
9.81K
$247K
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-230- 2.76% |
$5.5K - $5.82K
|
8.11K
$204K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-248- 5.31% |
$5.93K - $6.27K
|
4.42K
$111K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-300- 10.05% |
$7.18K - $7.59K
|
2.69K
$67.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-384- 22.63% |
$9.19K - $9.71K
|
1.31K
$33.1K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-430- 8.11% |
$10.3K - $10.9K
|
4.87K
$123K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-455- 80.11% |
$10.9K - $11.5K
|
113
$2.85K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-485- 3.05% |
$11.6K - $12.3K
|
15.4K
$389K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-500- 3.14% |
$12K - $12.6K
|
15.4K
$389K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-506- 5.98% |
$12.1K - $12.8K
|
7.96K
$201K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-555- 0.31% |
$13.3K - $14K
|
180K
$4.53M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-557- 30.32% |
$13.3K - $14.1K
|
1.28K
$32.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-600- 2.84% |
$14.4K - $15.2K
|
20.6K
$518K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-668- 6.58% |
$16K - $16.9K
|
9.48K
$239K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-669- 0.74% |
$16K - $16.9K
|
89.3K
$2.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-817- 5.88% |
$19.5K - $20.7K
|
13.1K
$330K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-869- 1.15% |
$20.8K - $22K
|
74.8K
$1.89M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-888- 0.99% |
$21.2K - $22.5K
|
88.5K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-892- 5.51% |
$21.3K - $22.6K
|
15.3K
$386K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-950- 28.79% |
$22.7K - $24K
|
2.35K
$59.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-987- 10.47% |
$23.6K - $25K
|
8.44K
$213K
|