Purchases and Sales Made in Q4 2024 in Spdr Bloomberg Short Term High (SJNK)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term High (SJNK) during Q4 2024. 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 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.66MNew |
$66.8M - $68.4M
|
2.66M
$68.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
510KNew |
$12.8M - $13.1M
|
510K
$13M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
379K+ 5.08% |
$9.52M - $9.75M
|
7.85M
$201M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
138KNew |
$3.47M - $3.55M
|
138K
$3.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
133K+ 23.1% |
$3.33M - $3.41M
|
707K
$18.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
113K+ 4.14% |
$2.84M - $2.91M
|
2.85M
$72.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
109KNew |
$2.72M - $2.79M
|
109K
$2.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
80.3K+ 16.56% |
$2.01M - $2.06M
|
565K
$14.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
67.4K+ 26.03% |
$1.69M - $1.73M
|
326K
$8.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
47.3K+ 11.69% |
$1.19M - $1.22M
|
452K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
32.4K+ 31.46% |
$812K - $832K
|
135K
$3.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
29.8KNew |
$748K - $765K
|
29.8K
$762K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23.7KNew |
$593K - $608K
|
23.7K
$605K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23.4KNew |
$586K - $600K
|
23.4K
$597K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
16.9KNew |
$424K - $434K
|
16.9K
$432K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
16.8K+ 201.2% |
$422K - $432K
|
25.2K
$643K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
13.8K+ 6.94% |
$346K - $354K
|
212K
$5.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.6KNew |
$340K - $348K
|
13.6K
$347K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
13.3K+ 48.61% |
$332K - $340K
|
40.5K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
12.5KNew |
$315K - $322K
|
12.5K
$321K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
11.7K+ 5.04% |
$293K - $300K
|
244K
$6.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
10.6K+ 18.11% |
$266K - $273K
|
69.2K
$1.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.71KNew |
$193K - $198K
|
7.71K
$197K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.43K+ 2.32% |
$186K - $191K
|
328K
$8.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
5.82K+ 13.08% |
$146K - $150K
|
50.3K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5.69K+ 20.04% |
$143K - $146K
|
34.1K
$872K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
4.38K+ 2.14% |
$110K - $113K
|
209K
$5.35M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.04K+ 3.12% |
$101K - $104K
|
134K
$3.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.01K+ 13.17% |
$75.4K - $77.2K
|
25.8K
$660K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.65K+ 5.09% |
$66.4K - $68K
|
54.6K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.07K+ 12.05% |
$52K - $53.2K
|
19.3K
$492K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1K+ 2.86% |
$25.1K - $25.7K
|
36K
$921K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
690+ 0.19% |
$17.3K - $17.7K
|
371K
$9.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
430New |
$10.8K - $11K
|
430
$11K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
256+ 50.79% |
$6.42K - $6.58K
|
760
$19.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
239+ 0.41% |
$6K - $6.14K
|
58.3K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
217+ 0.72% |
$5.44K - $5.57K
|
30.3K
$774K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
66+ 0.32% |
$1.66K - $1.7K
|
20.4K
$521K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
41New |
$1.03K - $1.05K
|
41
$1.05K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 1.21% |
$226 - $231
|
752
$19.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 2.44% |
$100 - $103
|
168
$4.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-10- 83.33% |
$251 - $257
|
2
$51.1
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-180- 47.37% |
$4.52K - $4.62K
|
200
$5.11K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-201- 57.26% |
$5.04K - $5.16K
|
150
$3.84K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-360- 41.86% |
$9.03K - $9.25K
|
500
$12.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-495- 37.53% |
$12.4K - $12.7K
|
824
$21.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-602- 4.3% |
$15.1K - $15.5K
|
13.4K
$342K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.34K- 0.32% |
$33.7K - $34.5K
|
421K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.48K- 2.82% |
$37.2K - $38.1K
|
51K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.19K- 2.71% |
$55K - $56.3K
|
78.7K
$2.01M
|