Institutional & Family Asset Management, LLC Spdr Bloomberg High Yield Bond Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	BUY	$90.21 - $92.61 $1,984 - $2,037	22 New	22 $2,000
Q1 2021 May 06, 2021	SELL	$107.06 - $109.64 $7,280 - $7,455	-68 Closed	0 $0
Q4 2020 Feb 03, 2021	SELL	$103.81 - $108.94 $47,337 - $49,676	-456 Reduced 87.02%	68 $7,000
Q2 2020 Aug 14, 2020	BUY	$90.54 - $104.76 $47,442 - $54,894	524 New	524 $53,000

Others Institutions Holding JNK

# of Institutions

621

Shares Held

77.8M

Call Options Held

51.9K

Put Options Held

76.9K

State Street Corp Boston, MA

10.6M
Shares

$1.03 Billion
0.04% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

5.48M
Shares

$530 Million
3.8% of portfolio
Assetmark, Inc

4.96M
Shares

$480 Million
1.3% of portfolio
Wright Fund Management, LLC Santa Monica, CA

4.67M
Shares

$452 Million
15.29% of portfolio
Wells Fargo & Company San Francisco, CA

4.45M
Shares

$430 Million
0.1% of portfolio

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