Institutional Ownership Spdr Bloomberg High Yield Bond (JNK)
This table provides information about the institutional ownership of Spdr Bloomberg High Yield Bond (JNK). We have compiled data on the 595 institutions that hold shares in the stock, with a total of 77.3 Million shares, which have been reported (via 13F filing form) to have a value of $7.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
14,000
shares
|
$1.35 Million
1.72% of portfolio
|
Q1 2023
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
13,610
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2024
Added 453.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
13,598
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.9%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
13,476
shares
|
$1.3 Million
0.19% of portfolio
|
Q3 2024
Added 15.31%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
13,453
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
Added 158.21%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
13,128
shares
|
$1.27 Million
0.18% of portfolio
|
Q3 2024
Added 18.51%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
12,983
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2024
Added 609.07%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
12,911
shares
|
$1.25 Million
0.26% of portfolio
|
Q3 2024
Reduced 48.49%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
12,770
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
12,710
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 42.22%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,698
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2024
Reduced 85.84%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Oct 24, 2024 Q3 2024 |
12,630
shares
|
$1.22 Million
0.38% of portfolio
|
Q2 2024
Added 103.05%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
12,503
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2024
Reduced 77.14%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
12,503
shares
|
$1.21 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
12,500
shares
|
$1.21 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
12,467
shares
|
$1.2 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
11,986
shares
|
$1.16 Million
0.72% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
11,833
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
11,477
shares
|
$1.11 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
11,414
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 18.21%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
11,370
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
11,326
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2024
Reduced 29.93%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
11,268
shares
|
$1.09 Million
0.79% of portfolio
|
Q3 2024
Added 16.53%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
11,140
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 57.01%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
11,051
shares
|
$1.07 Million
0.39% of portfolio
|
Q3 2024
New holding
|