Purchases and Sales Made in Q1 2023 in Spdr Bloomberg High Yield Bond (JNK)
This table provides information about the institutional ownership of Spdr Bloomberg High Yield Bond (JNK) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG HIGH YIELD BOND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3.4KNew |
$305K - $322K
|
3.4K
$324K
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
3.39KNew |
$304K - $321K
|
3.39K
$323K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.23K+ 169.11% |
$289K - $305K
|
5.13K
$489K
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
3.21K+ 137.25% |
$288K - $304K
|
5.55K
$530K
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.17KNew |
$284K - $300K
|
3.17K
$302K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.05K+ 4.02% |
$273K - $289K
|
79K
$7.53M
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
3.04K+ 4.71% |
$272K - $288K
|
67.6K
$6.44M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.97K+ 112.14% |
$266K - $281K
|
5.63K
$536K
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.96KNew |
$265K - $280K
|
2.96K
$282K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.9K+ 39.35% |
$260K - $274K
|
10.3K
$978K
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.87KNew |
$257K - $271K
|
2.87K
$273K
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
2.67KNew |
$239K - $252K
|
2.67K
$254K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.41K+ 70.7% |
$216K - $228K
|
5.82K
$555K
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.41K+ 30.84% |
$216K - $228K
|
10.2K
$975K
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.33KNew |
$209K - $221K
|
2.33K
$222K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.27K+ 5.09% |
$204K - $215K
|
47K
$4.48M
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
2.26KNew |
$203K - $214K
|
2.26K
$216K
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
2.24K+ 4.0% |
$201K - $212K
|
58.3K
$5.56M
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.2KNew |
$197K - $208K
|
2.2K
$210K
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
2.14K+ 6.46% |
$192K - $203K
|
35.3K
$3.37M
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
1.96K+ 367.86% |
$175K - $185K
|
2.49K
$237K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.94K+ 3.55% |
$174K - $183K
|
56.6K
$5.4M
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.94K+ 3.55% |
$174K - $183K
|
56.6K
$5.4M
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.55KNew |
$139K - $147K
|
1.55K
$148K
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.54K+ 32.19% |
$138K - $146K
|
6.32K
$602K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.52K+ 5244.83% |
$136K - $144K
|
1.55K
$148K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.42K+ 33.67% |
$127K - $134K
|
5.63K
$536K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.34K+ 2902.17% |
$120K - $126K
|
1.38K
$132K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.33K+ 8.83% |
$119K - $125K
|
16.3K
$1.56M
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.29K+ 46.57% |
$115K - $122K
|
4.04K
$386K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.21K+ 2.74% |
$109K - $115K
|
45.4K
$4.33M
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.18KNew |
$106K - $112K
|
1.18K
$113K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.16K+ 14.77% |
$104K - $110K
|
9.02K
$860K
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.16K+ 25.64% |
$104K - $110K
|
5.68K
$541K
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.16K+ 1.63% |
$103K - $109K
|
71.9K
$6.85M
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.07K+ 11844.44% |
$95.5K - $101K
|
1.08K
$102K
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
985+ 6.83% |
$88.2K - $93.2K
|
15.4K
$1.47M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
967+ 10.87% |
$86.6K - $91.5K
|
9.86K
$940K
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
959+ 5.62% |
$85.9K - $90.8K
|
18K
$1.72M
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
945+ 33.94% |
$84.6K - $89.4K
|
3.73K
$356K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
926New |
$82.9K - $87.6K
|
926
$88.3K
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
904+ 21.51% |
$81K - $85.5K
|
5.11K
$487K
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
895+ 10.82% |
$80.2K - $84.7K
|
9.17K
$874K
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
BUY
|
- |
880+ 5.2% |
$78.8K - $83.3K
|
17.8K
$1.7M
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
867+ 548.73% |
$77.7K - $82K
|
1.03K
$97.7K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
827+ 7.88% |
$74.1K - $78.3K
|
11.3K
$1.08M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
817+ 22.74% |
$73.2K - $77.3K
|
4.41K
$420K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
728+ 2.37% |
$65.2K - $68.9K
|
31.4K
$3M
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
623+ 3.01% |
$55.8K - $59K
|
21.3K
$2.03M
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
613+ 21.01% |
$54.9K - $58K
|
3.53K
$337K
|