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
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
31+ 0.48% |
$2.94K - $3.01K
|
6.47K
$613K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
30+ 0.91% |
$2.85K - $2.91K
|
3.32K
$314K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
27+ 1.22% |
$2.56K - $2.62K
|
2.25K
$213K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
25+ 1.07% |
$2.37K - $2.43K
|
2.35K
$223K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
23+ 79.31% |
$2.18K - $2.23K
|
52
$4.92K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
23+ 0.82% |
$2.18K - $2.23K
|
2.85K
$269K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
19+ 0.35% |
$1.8K - $1.85K
|
5.41K
$513K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
19+ 0.68% |
$1.8K - $1.85K
|
2.82K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
18+ 0.15% |
$1.71K - $1.75K
|
11.8K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
12New |
$1.14K - $1.17K
|
12
$1.14K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
11+ 0.16% |
$1.04K - $1.07K
|
6.77K
$641K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
10+ 100.0% |
$949 - $971
|
20
$1.89K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
10+ 11.76% |
$949 - $971
|
95
$9K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
10+ 0.22% |
$949 - $971
|
4.49K
$425K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9+ 0.33% |
$854 - $874
|
2.7K
$255K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
8+ 0.32% |
$759 - $777
|
2.53K
$239K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 0.74% |
$664 - $680
|
956
$90.5K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6New |
$569 - $583
|
6
$568
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
5+ 0.21% |
$474 - $486
|
2.37K
$225K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
4New |
$379 - $388
|
4
$379
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.22% |
$285 - $291
|
249
$23.6K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2+ 1.01% |
$190 - $194
|
201
$19K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.04% |
$190 - $194
|
5K
$474K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.24% |
$94.9 - $97.1
|
422
$40K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 3.33% |
$94.9 - $97.1
|
31
$2.94K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1+ 0.03% |
$94.9 - $97.1
|
3.47K
$329K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1+ 0.99% |
$94.9 - $97.1
|
102
$9.66K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1New |
$94.9 - $97.1
|
1
$94.7
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-1- 0.05% |
$94.9 - $97.1
|
1.84K
$174K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1- 0.27% |
$94.9 - $97.1
|
374
$35.4K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1- 0.03% |
$94.9 - $97.1
|
3.94K
$373K
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1- 0.04% |
$94.9 - $97.1
|
2.55K
$241K
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1- 0.02% |
$94.9 - $97.1
|
4.9K
$464K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2- 11.76% |
$190 - $194
|
15
$1.42K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-3- 0.69% |
$285 - $291
|
433
$41K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 0.16% |
$285 - $291
|
1.88K
$178K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-4- 0.13% |
$379 - $388
|
3.13K
$296K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7- 2.6% |
$664 - $680
|
262
$24.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10- 50.0% |
$949 - $971
|
10
$947
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-16- 2.15% |
$1.52K - $1.55K
|
729
$69K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-20- 0.13% |
$1.9K - $1.94K
|
15.1K
$1.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-23- 0.15% |
$2.18K - $2.23K
|
14.9K
$1.41M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-25- 12.5% |
$2.37K - $2.43K
|
175
$16.6K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-27- 93.1% |
$2.56K - $2.62K
|
2
$189
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-34- 0.12% |
$3.23K - $3.3K
|
28.4K
$2.69M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-41- 93.18% |
$3.89K - $3.98K
|
3
$284
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-43- 1.39% |
$4.08K - $4.18K
|
3.05K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-46- 18.47% |
$4.36K - $4.47K
|
203
$19.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-50- 1.07% |
$4.74K - $4.86K
|
4.63K
$439K
|