Purchases and Sales Made in Q1 2024 in Spdr Bloomberg High Yield Bond (JNK)
This table provides information about the institutional ownership of Spdr Bloomberg High Yield Bond (JNK) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
3KNew |
$282K - $286K
|
3K
$290K
|
|
|
May 13, 2024
Q1 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
3KNew |
$281K - $286K
|
3K
$290K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3KNew |
$281K - $286K
|
3K
$290K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.96K+ 21.8% |
$277K - $282K
|
16.5K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.74K+ 10.39% |
$257K - $261K
|
29.1K
$2.81M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.67K+ 33.04% |
$250K - $254K
|
10.7K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.64KNew |
$247K - $252K
|
2.64K
$255K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.52K+ 11.63% |
$236K - $240K
|
24.2K
$2.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.44KNew |
$229K - $233K
|
2.44K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.44K+ 97.06% |
$229K - $233K
|
4.95K
$479K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.41KNew |
$226K - $230K
|
2.41K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
2.38K+ 18.35% |
$223K - $227K
|
15.4K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.32KNew |
$218K - $221K
|
2.32K
$224K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
2.3KNew |
$216K - $219K
|
2.3K
$222K
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.21K+ 11.48% |
$207K - $210K
|
21.4K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$207K - $210K
|
2.2K
$213K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.2KNew |
$206K - $209K
|
2.2K
$212K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.19KNew |
$205K - $208K
|
2.19K
$211K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.15K+ 3775.44% |
$202K - $205K
|
2.21K
$213K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.14K+ 59.39% |
$201K - $204K
|
5.74K
$555K
|
|
|
May 14, 2024
Q1 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
2.1K+ 1.23% |
$197K - $200K
|
173K
$16.7M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.01K+ 3.46% |
$189K - $192K
|
60.2K
$5.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.92K+ 6.76% |
$180K - $183K
|
30.4K
$2.94M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.66K+ 50.59% |
$156K - $159K
|
4.95K
$478K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.53K+ 36.32% |
$144K - $146K
|
5.75K
$555K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.51KNew |
$142K - $144K
|
1.51K
$146K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.46K+ 13.61% |
$137K - $139K
|
12.2K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.37K+ 21.06% |
$128K - $131K
|
7.87K
$761K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.32K+ 2.14% |
$123K - $125K
|
62.8K
$6.07M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.27K+ 52.78% |
$119K - $121K
|
3.68K
$356K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.27K+ 38.54% |
$119K - $121K
|
4.56K
$441K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.2K+ 2.82% |
$112K - $114K
|
43.7K
$4.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.13K+ 6.62% |
$106K - $108K
|
18.2K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.1K+ 18.47% |
$103K - $105K
|
7.04K
$680K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.08K+ 54.83% |
$102K - $103K
|
3.06K
$296K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.02K+ 1.06% |
$95.2K - $96.8K
|
96.5K
$9.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
995+ 25.66% |
$93.3K - $94.9K
|
4.87K
$471K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
973+ 0.69% |
$91.2K - $92.8K
|
142K
$13.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
971+ 11.24% |
$91K - $92.6K
|
9.61K
$929K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
952+ 13.74% |
$89.3K - $90.8K
|
7.88K
$762K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
935+ 3.17% |
$87.7K - $89.2K
|
30.4K
$2.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
890+ 23.4% |
$83.4K - $84.9K
|
4.69K
$454K
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
813+ 19.9% |
$76.2K - $77.5K
|
4.9K
$473K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
796+ 26533.33% |
$74.6K - $75.9K
|
799
$77.2K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
790+ 2.24% |
$74.1K - $75.3K
|
36K
$3.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
770+ 23.89% |
$72.2K - $73.4K
|
3.99K
$386K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
760+ 24.33% |
$71.3K - $72.5K
|
3.88K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
748+ 28.69% |
$70.1K - $71.3K
|
3.36K
$324K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
737New |
$69.1K - $70.3K
|
737
$71.2K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
700New |
$65.6K - $66.7K
|
700
$67.7K
|