Bsw Wealth Partners Spdr Bloomberg High Yield Bond Transaction History

Bsw Wealth Partners

$661 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 16, 2024	SELL	$92.57 - $94.69 $92 - $94	-1 Reduced 0.03%	3,700 $348,000
Q1 2024 Apr 23, 2024	BUY	$93.76 - $95.35 $347,005 - $352,890	3,701 New	3,701 $352,000

Others Institutions Holding JNK

# of Institutions

594

Shares Held

79.2M

Call Options Held

201K

Put Options Held

161K

State Street Corp Boston, MA

10.3M
Shares

$995 Million
0.04% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

5.45M
Shares

$527 Million
3.74% of portfolio
Wright Fund Management, LLC Santa Monica, CA

4.67M
Shares

$452 Million
20.09% of portfolio
Assetmark, Inc

4.45M
Shares

$430 Million
1.25% of portfolio
Wells Fargo & Company San Francisco, CA

4.17M
Shares

$403 Million
0.09% of portfolio

About SPDR BLOOMBERG HIGH YIELD BOND

Ticker JNK
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