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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
149+ 1.63% |
$13.4K - $13.8K
|
9.31K
$900K
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
147+ 29.88% |
$13.3K - $13.6K
|
639
$61.7K
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
130+ 0.47% |
$11.7K - $12K
|
27.9K
$2.7M
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
125+ 0.1% |
$11.3K - $11.6K
|
129K
$12.5M
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
120+ 4.82% |
$10.8K - $11.1K
|
2.61K
$252K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
118+ 1.04% |
$10.6K - $10.9K
|
11.4K
$1.11M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
116+ 5800.0% |
$10.5K - $10.7K
|
118
$11.4K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
114+ 0.86% |
$10.3K - $10.6K
|
13.4K
$1.29M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
108+ 2.4% |
$9.74K - $10K
|
4.6K
$444K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
108+ 2.4% |
$9.74K - $10K
|
4.6K
$444K
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
103+ 1.32% |
$9.29K - $9.54K
|
7.91K
$765K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
86+ 32.33% |
$7.76K - $7.96K
|
352
$34K
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
75+ 0.13% |
$6.77K - $6.95K
|
58.4K
$5.64M
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
72New |
$6.5K - $6.67K
|
72
$6.96K
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
62New |
$5.59K - $5.74K
|
62
$5.99K
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
58New |
$5.23K - $5.37K
|
58
$5.6K
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
55+ 0.51% |
$4.96K - $5.09K
|
10.9K
$1.05M
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
51+ 0.81% |
$4.6K - $4.72K
|
6.37K
$615K
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
50+ 0.67% |
$4.51K - $4.63K
|
7.53K
$728K
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
48+ 0.32% |
$4.33K - $4.45K
|
15K
$1.45M
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
40+ 13.33% |
$3.61K - $3.7K
|
340
$32.9K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
37New |
$3.34K - $3.43K
|
37
$3.58K
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
37+ 0.15% |
$3.34K - $3.43K
|
24.3K
$2.34M
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
35+ 1.59% |
$3.16K - $3.24K
|
2.23K
$216K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
30+ 17.65% |
$2.71K - $2.78K
|
200
$19.3K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
28+ 0.1% |
$2.53K - $2.59K
|
27.4K
$2.64M
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
25New |
$2.26K - $2.32K
|
25
$2.42K
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
24+ 0.59% |
$2.17K - $2.22K
|
4.07K
$393K
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
22New |
$1.98K - $2.04K
|
22
$2.13K
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
19+ 0.49% |
$1.71K - $1.76K
|
3.87K
$374K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
15New |
$1.35K - $1.39K
|
15
$1.45K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15+ 0.61% |
$1.35K - $1.39K
|
2.48K
$240K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9New |
$812 - $833
|
9
$870
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
7+ 0.24% |
$631 - $648
|
2.95K
$285K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
3New |
$271 - $278
|
3
$290
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 1.96% |
$180 - $185
|
104
$10K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.49% |
$90.2 - $92.6
|
204
$19.7K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.94% |
$90.2 - $92.6
|
107
$10.3K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 50.0% |
$90.2 - $92.6
|
3
$290
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 1.08% |
$90.2 - $92.6
|
92
$8.89K
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 1.82% |
$90.2 - $92.6
|
54
$5.22K
|
|
Jul 13, 2023
Q2 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-2- 0.37% |
$180 - $185
|
544
$52.6K
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4- 0.16% |
$361 - $370
|
2.43K
$235K
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-5- 0.58% |
$451 - $463
|
853
$82.4K
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7- 17.5% |
$631 - $648
|
33
$3.19K
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-14- 0.5% |
$1.26K - $1.3K
|
2.78K
$269K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-18- 16.82% |
$1.62K - $1.67K
|
89
$8.6K
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-20- 0.58% |
$1.8K - $1.85K
|
3.41K
$330K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-20- 7.17% |
$1.8K - $1.85K
|
259
$25K
|