Latest Institutional Transactions on Spdr Bloomberg High Yield Bond (JNK)
This table provides information on the latest institutional transactions involving Spdr Bloomberg High Yield Bond (JNK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
100KNew |
$8.75M - $9.32M
|
100K
$9.47M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
689+ 100.0% |
$60.3K - $64.2K
|
1.38K
$131K
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
13.1KNew |
$1.15M - $1.22M
|
13.1K
$1.24M
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-309K- 96.19% |
$27M - $28.8M
|
12.2K
$1.16M
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.5KNew |
$481K - $512K
|
5.5K
$520K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.74KNew |
$240K - $256K
|
2.74K
$260K
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
25KNew |
$2.19M - $2.33M
|
25K
$2.37M
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4.25K- 4.27% |
$372K - $396K
|
95.2K
$9.02M
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.28K- 26.61% |
$112K - $119K
|
3.53K
$335K
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
27.3KNew |
$2.39M - $2.55M
|
27.3K
$2.59M
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4New |
$350 - $373
|
4
$379
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.86K- 37.26% |
$163K - $174K
|
3.14K
$297K
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
17.5KNew |
$1.53M - $1.63M
|
17.5K
$1.66M
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.88KNew |
$427K - $455K
|
4.88K
$462K
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
SELL
|
- |
-6- 6.45% |
$525 - $559
|
87
$8.24K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
21New |
$1.84K - $1.96K
|
21
$1.99K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
402New |
$35.2K - $37.5K
|
402
$38.1K
|
|
Feb 06, 2023
Q4 2022
|
Highland Peak Capital, LLC
Greenwich, CT |
BUY
|
PUT |
300KNew |
$26.2M - $28M
|
300K
$28.4M
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
487New |
$42.6K - $45.4K
|
487
$46.1K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
115New |
$10.1K - $10.7K
|
115
$10.9K
|
|
Feb 02, 2023
Q4 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-6- 0.13% |
$525 - $559
|
4.79K
$453K
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
31.3KNew |
$2.73M - $2.91M
|
31.3K
$2.96M
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.18K+ 3.69% |
$191K - $203K
|
61.2K
$5.79M
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
200New |
$17.5K - $18.6K
|
200
$18.9K
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
196New |
$17.1K - $18.3K
|
196
$18.6K
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
14.8K+ 87.38% |
$1.29M - $1.38M
|
31.7K
$3.01M
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-18- 11.92% |
$1.57K - $1.68K
|
133
$12.6K
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
81.5KNew |
$7.13M - $7.6M
|
81.5K
$7.72M
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
SELL
|
- |
-41.5K- 46.14% |
$3.63M - $3.87M
|
48.5K
$4.59M
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.14KNew |
$275K - $293K
|
3.14K
$298K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
200+ 370.37% |
$17.5K - $18.6K
|
254
$24.1K
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-286- 2.72% |
$25K - $26.6K
|
10.2K
$968K
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-5.05K- 43.23% |
$441K - $470K
|
6.63K
$627K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
6.76K+ 35.19% |
$591K - $629K
|
26K
$2.46M
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
22.5KNew |
$1.97M - $2.1M
|
22.5K
$2.13M
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-275- 10.19% |
$24K - $25.6K
|
2.42K
$230K
|
|
Jan 20, 2023
Q4 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
3.67KNew |
$321K - $342K
|
3.67K
$347K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
20New |
$1.75K - $1.86K
|
20
$1.89K
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
183+ 15.79% |
$16K - $17.1K
|
1.34K
$127K
|
|
Jan 12, 2023
Q4 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
5KNew |
$437K - $466K
|
5K
$474K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
24New |
$2.1K - $2.24K
|
24
$2.27K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-141- 88.68% |
$12.3K - $13.1K
|
18
$1.7K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
535New |
$46.8K - $49.9K
|
535
$50.7K
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-234- 53.92% |
$20.5K - $21.8K
|
200
$18.9K
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.66KClosed |
$145K - $162K
|
0
$0
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-66Closed |
$5.78K - $6.44K
|
0
$0
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-15- 32.61% |
$1.31K - $1.46K
|
31
$2.94K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-530- 8.91% |
$46.4K - $51.7K
|
5.42K
$513K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 1.09% |
$87.6 - $97.6
|
93
$8.81K
|
|
Nov 18, 2022
Q3 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
59.5K+ 410.79% |
$5.21M - $5.8M
|
74K
$7.01M
|