Purchases and Sales Made in Q2 2023 in Spdr Bloomberg High Yield Bond (JNK)
This table provides information about the institutional ownership of Spdr Bloomberg High Yield Bond (JNK) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.58K+ 8.74% |
$142K - $146K
|
19.6K
$1.9M
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.54K+ 2.14% |
$139K - $143K
|
73.4K
$7.09M
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
1.52KNew |
$137K - $141K
|
1.52K
$147K
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.51K+ 12.25% |
$136K - $140K
|
13.8K
$1.33M
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.48K+ 2.92% |
$133K - $137K
|
52.1K
$5.03M
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.48K+ 18.33% |
$133K - $137K
|
9.52K
$920K
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.38K+ 21.84% |
$125K - $128K
|
7.72K
$746K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.36K+ 4.39% |
$122K - $125K
|
32.2K
$3.11M
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.23K+ 30.45% |
$111K - $113K
|
5.25K
$507K
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.19K+ 76.65% |
$107K - $110K
|
2.74K
$265K
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.19K+ 76.65% |
$107K - $110K
|
2.74K
$265K
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.1K+ 19.43% |
$98.9K - $102K
|
6.74K
$651K
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.07K+ 9.04% |
$96.5K - $99.1K
|
12.9K
$1.25M
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.06K+ 2.52% |
$95.4K - $97.9K
|
43K
$4.15M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
966+ 0.85% |
$87.1K - $89.5K
|
115K
$11.1M
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
961+ 2.12% |
$86.7K - $89K
|
46.3K
$4.47M
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
878+ 9.15% |
$79.2K - $81.3K
|
10.5K
$1.01M
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
859+ 10.98% |
$77.5K - $79.6K
|
8.68K
$839K
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
821+ 25.89% |
$74.1K - $76K
|
3.99K
$386K
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
BUY
|
- |
790+ 4.44% |
$71.3K - $73.2K
|
18.6K
$1.8M
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
736+ 179.08% |
$66.4K - $68.2K
|
1.15K
$111K
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
660+ 1.62% |
$59.5K - $61.1K
|
41.3K
$3.99M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
645+ 1.28% |
$58.2K - $59.7K
|
51K
$4.92M
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
600+ 19.07% |
$54.1K - $55.6K
|
3.75K
$362K
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
573New |
$51.7K - $53.1K
|
573
$55.4K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
544+ 9.29% |
$49.1K - $50.4K
|
6.4K
$618K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
530New |
$47.8K - $49.1K
|
530
$51.2K
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
486+ 7.53% |
$43.8K - $45K
|
6.94K
$671K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
480New |
$43.3K - $44.5K
|
480
$46.4K
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
479+ 1.67% |
$43.2K - $44.4K
|
29.1K
$2.81M
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
447+ 306.16% |
$40.3K - $41.4K
|
593
$57.3K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
421+ 8.12% |
$38K - $39K
|
5.61K
$542K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
419+ 3.59% |
$37.8K - $38.8K
|
12.1K
$1.17M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
412+ 4.18% |
$37.2K - $38.2K
|
10.3K
$993K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
400New |
$36.1K - $37K
|
400
$38.7K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
393New |
$35.5K - $36.4K
|
393
$38K
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
392+ 9.71% |
$35.4K - $36.3K
|
4.43K
$428K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
352New |
$31.8K - $32.6K
|
352
$34K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
310New |
$28K - $28.7K
|
310
$30K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
283+ 21.8% |
$25.5K - $26.2K
|
1.58K
$153K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
283+ 5.26% |
$25.5K - $26.2K
|
5.67K
$548K
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
264+ 9.9% |
$23.8K - $24.4K
|
2.93K
$283K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
230+ 0.26% |
$20.7K - $21.3K
|
88.4K
$8.54M
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
227+ 0.75% |
$20.5K - $21K
|
30.5K
$2.95M
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
221+ 0.67% |
$19.9K - $20.5K
|
33.3K
$3.21M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
219+ 3.11% |
$19.8K - $20.3K
|
7.27K
$702K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
201+ 15.22% |
$18.1K - $18.6K
|
1.52K
$147K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
179New |
$16.1K - $16.6K
|
179
$17.3K
|
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
163+ 1.76% |
$14.7K - $15.1K
|
9.41K
$909K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
150New |
$13.5K - $13.9K
|
150
$14.5K
|