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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-70- 72.92% |
$6.56K - $6.67K
|
26
$2.53K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-72- 37.5% |
$6.75K - $6.87K
|
120
$11.7K
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-75- 0.81% |
$7.03K - $7.15K
|
9.23K
$896K
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-78- 0.57% |
$7.31K - $7.44K
|
13.6K
$1.32M
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-80- 0.69% |
$7.5K - $7.63K
|
11.5K
$1.12M
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-82- 0.63% |
$7.69K - $7.82K
|
12.9K
$1.26M
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-88- 3.01% |
$8.25K - $8.39K
|
2.84K
$276K
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 33.33% |
$9.38K - $9.54K
|
200
$19.4K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-104- 77.04% |
$9.75K - $9.92K
|
31
$3.01K
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-117- 4.05% |
$11K - $11.2K
|
2.77K
$269K
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-118- 1.22% |
$11.1K - $11.3K
|
9.57K
$929K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-126- 56.0% |
$11.8K - $12K
|
99
$9.62K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-133- 4.0% |
$12.5K - $12.7K
|
3.19K
$310K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-140- 51.85% |
$13.1K - $13.3K
|
130
$12.6K
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-143- 3.48% |
$13.4K - $13.6K
|
3.97K
$385K
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-166- 3.31% |
$15.6K - $15.8K
|
4.85K
$471K
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-169- 1.75% |
$15.8K - $16.1K
|
9.51K
$924K
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-181- 1.41% |
$17K - $17.3K
|
12.6K
$1.23M
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-186- 86.51% |
$17.4K - $17.7K
|
29
$2.82K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-200- 2.16% |
$18.8K - $19.1K
|
9.05K
$880K
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-202- 5.09% |
$18.9K - $19.3K
|
3.77K
$366K
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-205- 0.12% |
$19.2K - $19.5K
|
175K
$17M
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-206- 10.65% |
$19.3K - $19.6K
|
1.73K
$168K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-208- 18.51% |
$19.5K - $19.8K
|
916
$89K
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-208- 8.49% |
$19.5K - $19.8K
|
2.24K
$218K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-220- 1.14% |
$20.6K - $21K
|
19K
$1.85M
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-266- 0.98% |
$24.9K - $25.4K
|
26.8K
$2.6M
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-267- 11.14% |
$25K - $25.5K
|
2.13K
$207K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-268- 99.26% |
$25.1K - $25.6K
|
2
$194
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-296- 29.72% |
$27.8K - $28.2K
|
700
$68K
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-300- 58.71% |
$28.1K - $28.6K
|
211
$20.5K
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-326- 3.55% |
$30.6K - $31.1K
|
8.85K
$859K
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-330- 11.59% |
$30.9K - $31.5K
|
2.52K
$245K
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-332- 10.74% |
$31.1K - $31.7K
|
2.76K
$268K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-372- 66.31% |
$34.9K - $35.5K
|
189
$18.4K
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-384- 6.05% |
$36K - $36.6K
|
5.97K
$580K
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-421- 3.96% |
$39.5K - $40.1K
|
10.2K
$991K
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-466- 3.26% |
$43.7K - $44.4K
|
13.8K
$1.34M
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-507- 6.47% |
$47.5K - $48.3K
|
7.33K
$712K
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-516- 17.11% |
$48.4K - $49.2K
|
2.5K
$243K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-519- 2.3% |
$48.7K - $49.5K
|
22.1K
$2.14M
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-521- 3.71% |
$48.8K - $49.7K
|
13.5K
$1.31M
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-598- 2.22% |
$56.1K - $57K
|
26.3K
$2.56M
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-600- 22.79% |
$56.3K - $57.2K
|
2.03K
$197K
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-601- 5.97% |
$56.3K - $57.3K
|
9.46K
$919K
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-610- 10.65% |
$57.2K - $58.2K
|
5.12K
$497K
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-625- 4.78% |
$58.6K - $59.6K
|
12.5K
$1.21M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-667- 12.25% |
$62.5K - $63.6K
|
4.78K
$464K
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-699- 14.64% |
$65.5K - $66.6K
|
4.07K
$396K
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-743- 9.48% |
$69.7K - $70.8K
|
7.1K
$689K
|