Ford Financial Group, LLC Spdr Bloomberg High Yield Bond Transaction History

Ford Financial Group, LLC

$2.36 Billion
Q1 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 13, 2022	SELL	$99.6 - $108.5 $11,653 - $12,694	-117 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$106.55 - $109.3 $12,466 - $12,788	117 New	117 $12,000
Q3 2021 Nov 05, 2021	SELL	$108.65 - $110.11 $14,667 - $14,864	-135 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$108.15 - $109.98 $14,600 - $14,847	135 New	135 $14,000
Q1 2020 Apr 30, 2020	SELL	$84.57 - $110.24 $201,022 - $262,040	-2,377 Closed	0 $0
Q4 2019 Jan 27, 2020	SELL	$107.21 - $109.95 $29,697 - $30,456	-277 Reduced 10.44%	2,377 $260,000
Q3 2019 Oct 18, 2019	SELL	$106.71 - $109.19 $673,766 - $689,425	-6,314 Reduced 70.41%	2,654 $288,000
Q2 2019 Jul 25, 2019	BUY	$105.76 - $109.46 $948,455 - $981,637	8,968 New	8,968 $976,000

Others Institutions Holding JNK

# of Institutions

603

Shares Held

76.1M

Call Options Held

201K

Put Options Held

161K

State Street Corp Boston, MA

10.3M
Shares

$996 Million
0.04% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

5.45M
Shares

$528 Million
3.74% of portfolio
Wright Fund Management, LLC Santa Monica, CA

4.67M
Shares

$452 Million
15.29% of portfolio
Assetmark, Inc

4.45M
Shares

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

4.17M
Shares

$404 Million
0.09% of portfolio

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