Purchases and Sales Made in Q1 2025 in Spdr Bloomberg High Yield Bond (JNK)
This table provides information about the institutional ownership of Spdr Bloomberg High Yield Bond (JNK) during Q1 2025. 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 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
530+ 17.86% |
$50.3K - $51.5K
|
3.5K
$331K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
528+ 15.64% |
$50.1K - $51.3K
|
3.9K
$370K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
500+ 118.48% |
$47.4K - $48.6K
|
922
$87.3K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
459+ 1.22% |
$43.5K - $44.6K
|
38K
$3.6M
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
426+ 14.83% |
$40.4K - $41.4K
|
3.3K
$312K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
416+ 26.05% |
$39.5K - $40.4K
|
2.01K
$191K
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
382+ 1.99% |
$36.2K - $37.1K
|
19.6K
$1.86M
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
340New |
$32.3K - $33K
|
340
$32.2K
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
320+ 2.78% |
$30.4K - $31.1K
|
11.8K
$1.12M
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
318New |
$30.2K - $30.9K
|
318
$30.1K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
278+ 2.56% |
$26.4K - $27K
|
11.1K
$1.05M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
259+ 0.43% |
$24.6K - $25.2K
|
60.5K
$5.73M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
247+ 12.65% |
$23.4K - $24K
|
2.2K
$208K
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
245+ 2.34% |
$23.2K - $23.8K
|
10.7K
$1.01M
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
221New |
$21K - $21.5K
|
221
$20.9K
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
212+ 73.87% |
$20.1K - $20.6K
|
499
$47.3K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
206New |
$19.5K - $20K
|
206
$19.5K
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
205+ 2.52% |
$19.4K - $19.9K
|
8.34K
$790K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
194+ 0.47% |
$18.4K - $18.8K
|
41.5K
$3.93M
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
190+ 2.74% |
$18K - $18.5K
|
7.12K
$674K
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
188New |
$17.8K - $18.3K
|
188
$17.8K
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
171+ 1.34% |
$16.2K - $16.6K
|
12.9K
$1.22M
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
171+ 38.51% |
$16.2K - $16.6K
|
615
$58.2K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
167+ 3.29% |
$15.8K - $16.2K
|
5.24K
$497K
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
159New |
$15.1K - $15.4K
|
159
$15.1K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
150New |
$14.2K - $14.6K
|
150
$14.2K
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
147+ 0.59% |
$13.9K - $14.3K
|
25.1K
$2.37M
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
125+ 1.62% |
$11.9K - $12.1K
|
7.85K
$743K
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
100+ 0.8% |
$9.49K - $9.71K
|
12.6K
$1.19M
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
98+ 2.7% |
$9.3K - $9.52K
|
3.72K
$352K
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
87+ 1.48% |
$8.25K - $8.45K
|
5.97K
$565K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
85+ 2.28% |
$8.06K - $8.26K
|
3.82K
$361K
|
|
May 07, 2025
Q1 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
85+ 0.04% |
$8.06K - $8.26K
|
191K
$18.1M
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
83New |
$7.87K - $8.06K
|
83
$7.86K
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
79+ 3.31% |
$7.49K - $7.67K
|
2.47K
$234K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
78+ 3.15% |
$7.4K - $7.58K
|
2.56K
$242K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
76+ 9.88% |
$7.21K - $7.38K
|
845
$80K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
76New |
$7.21K - $7.38K
|
76
$7.2K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
74+ 19.53% |
$7.02K - $7.19K
|
453
$42.9K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
72+ 0.26% |
$6.83K - $6.99K
|
27.8K
$2.63M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
65+ 12.75% |
$6.17K - $6.31K
|
575
$54.5K
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
63+ 1.11% |
$5.98K - $6.12K
|
5.73K
$542K
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
57+ 1.47% |
$5.41K - $5.54K
|
3.94K
$373K
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
52+ 8.14% |
$4.93K - $5.05K
|
691
$65.4K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
50+ 41.67% |
$4.74K - $4.86K
|
170
$16.1K
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
45New |
$4.27K - $4.37K
|
45
$4.26K
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
42+ 0.34% |
$3.98K - $4.08K
|
12.5K
$1.18M
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
41New |
$3.89K - $3.98K
|
41
$3.88K
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
40+ 1.11% |
$3.79K - $3.88K
|
3.64K
$345K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
35+ 10.09% |
$3.32K - $3.4K
|
382
$36.2K
|