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

Omega Financial Group, LLC

$263 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 25, 2022	SELL	$99.6 - $108.5 $886,340 - $965,541	-8,899 Closed	0 $0
Q4 2021 Jan 24, 2022	BUY	$106.55 - $109.3 $948,188 - $972,660	8,899 New	8,899 $966,000

Others Institutions Holding JNK

# of Institutions

595

Shares Held

77.3M

Call Options Held

201K

Put Options Held

161K

State Street Corp Boston, MA

10.3M
Shares

$993 Million
0.04% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

5.45M
Shares

$526 Million
3.74% of portfolio
Wright Fund Management, LLC Santa Monica, CA

4.67M
Shares

$451 Million
20.09% of portfolio
Assetmark, Inc

4.45M
Shares

$429 Million
1.25% of portfolio
Wells Fargo & Company San Francisco, CA

4.17M
Shares

$402 Million
0.09% of portfolio

About SPDR BLOOMBERG HIGH YIELD BOND

Ticker JNK
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