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
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-7.28K- 87.05% |
$174K - $184K
|
1.08K
$27.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.49K- 3.84% |
$179K - $190K
|
188K
$4.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-8.08K- 1.21% |
$193K - $204K
|
659K
$16.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.69K- 7.99% |
$208K - $220K
|
100K
$2.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.94KClosed |
$214K - $226K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-9.16K- 18.42% |
$219K - $232K
|
40.6K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-11.1K- 31.83% |
$264K - $279K
|
23.7K
$597K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.6K- 15.22% |
$276K - $292K
|
64.4K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-12.4K- 9.04% |
$296K - $313K
|
125K
$3.14M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-13K- 55.83% |
$310K - $328K
|
10.2K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-13.1K- 26.67% |
$313K - $331K
|
36K
$907K
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-13.7K- 22.55% |
$327K - $345K
|
46.9K
$1.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-13.9K- 18.28% |
$332K - $352K
|
62.1K
$1.57M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-14.3K- 44.6% |
$342K - $362K
|
17.8K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.5K- 37.51% |
$347K - $367K
|
24.2K
$609K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-15K- 69.25% |
$358K - $378K
|
6.64K
$167K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.5K- 16.74% |
$394K - $416K
|
81.9K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.5K- 12.89% |
$394K - $417K
|
111K
$2.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-18K- 94.89% |
$431K - $455K
|
969
$24.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-18K- 17.37% |
$432K - $456K
|
85.8K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-18.1K- 10.27% |
$434K - $458K
|
158K
$3.99M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-18.6K- 29.65% |
$444K - $469K
|
44K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-19.4K- 65.67% |
$465K - $491K
|
10.2K
$256K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-20.5K- 13.55% |
$490K - $518K
|
131K
$3.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-22.3K- 95.93% |
$534K - $564K
|
947
$23.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-23.4K- 8.8% |
$560K - $592K
|
243K
$6.12M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-27.5KClosed |
$658K - $696K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-27.7K- 65.23% |
$664K - $702K
|
14.8K
$373K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
SELL
|
- |
-30K- 18.01% |
$717K - $758K
|
137K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-30.5K- 66.89% |
$729K - $771K
|
15.1K
$380K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-32.2K- 73.82% |
$770K - $814K
|
11.4K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-36.6K- 1.26% |
$876K - $927K
|
2.86M
$72.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-39.1K- 17.32% |
$935K - $989K
|
187K
$4.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-42.5K- 6.46% |
$1.02M - $1.07M
|
615K
$15.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-46K- 47.92% |
$1.1M - $1.16M
|
50K
$1.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-47.3K- 55.28% |
$1.13M - $1.2M
|
38.3K
$965K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-52.9K- 29.46% |
$1.27M - $1.34M
|
127K
$3.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-55.1K- 40.59% |
$1.32M - $1.39M
|
80.6K
$2.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-58K- 3.99% |
$1.39M - $1.47M
|
1.4M
$35.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-60.3K- 16.05% |
$1.44M - $1.53M
|
316K
$7.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-62.3K- 81.02% |
$1.49M - $1.57M
|
14.6K
$368K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-64.8K- 3.96% |
$1.55M - $1.64M
|
1.57M
$39.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-66.7K- 3.09% |
$1.6M - $1.69M
|
2.09M
$52.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-67.8K- 21.01% |
$1.62M - $1.71M
|
255K
$6.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Surience Private Wealth LLC
|
SELL
|
- |
-78.5K- 40.91% |
$1.88M - $1.98M
|
113K
$2.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-83.3K- 59.32% |
$1.99M - $2.11M
|
57.1K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-83.5K- 4.21% |
$2M - $2.11M
|
1.9M
$47.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-93.4K- 5.23% |
$2.23M - $2.36M
|
1.69M
$42.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-93.9K- 7.46% |
$2.25M - $2.37M
|
1.16M
$29.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-98.2K- 69.56% |
$2.35M - $2.48M
|
43K
$1.08M
|