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 619 institutions that hold shares in the stock, with a total of 72.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
2,613
shares
|
$248,548
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
2,613
shares
|
$248,548
0.28% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,599
shares
|
$247,216
0.18% of portfolio
|
Q2 2022
Reduced 92.04%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
2,598
shares
|
$247,121
0.0% of portfolio
|
Q4 2024
Reduced 16.89%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,580
shares
|
$245,409
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
2,580
shares
|
$245,409
0.06% of portfolio
|
Q1 2025
Reduced 75.85%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
2,558
shares
|
$243,316
0.02% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
2,546
shares
|
$242,175
0.16% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
2,526
shares
|
$240,273
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
2,525
shares
|
$240,178
0.11% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,520
shares
|
$239,702
0.02% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
2,500
shares
|
$237,800
0.11% of portfolio
|
Q1 2024
Reduced 17.11%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
2,493
shares
|
$237,134
0.02% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
2,476
shares
|
$235,517
0.22% of portfolio
|
Q1 2025
Reduced 19.61%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
2,475
shares
|
$235,422
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
2,466
shares
|
$234,565
0.07% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,404
shares
|
$228,668
0.01% of portfolio
|
Q3 2024
Reduced 24.47%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
2,401
shares
|
$228,383
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
2,372
shares
|
$225,624
0.07% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
2,371
shares
|
$225,529
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
2,353
shares
|
$223,817
0.01% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
2,336
shares
|
$222,200
0.08% of portfolio
|
Q1 2025
Reduced 17.8%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
2,331
shares
|
$221,724
0.02% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
2,285
shares
|
$217,349
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
2,270
shares
|
$215,922
0.02% of portfolio
|
Q1 2025
Reduced 17.57%
|