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 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-389- 11.89% |
$35.1K - $36K
|
2.88K
$279K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-448- 13.33% |
$40.4K - $41.5K
|
2.91K
$281K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-460Closed |
$41.5K - $42.6K
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-467- 8.08% |
$42.1K - $43.2K
|
5.31K
$513K
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-489- 5.69% |
$44.1K - $45.3K
|
8.11K
$783K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-513- 1.3% |
$46.3K - $47.5K
|
38.9K
$3.76M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-558- 15.82% |
$50.3K - $51.7K
|
2.97K
$287K
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-627- 20.1% |
$56.6K - $58.1K
|
2.49K
$241K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-655- 3.67% |
$59.1K - $60.7K
|
17.2K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-658- 8.09% |
$59.4K - $60.9K
|
7.47K
$722K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-663- 1.34% |
$59.8K - $61.4K
|
48.7K
$4.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-678- 13.28% |
$61.2K - $62.8K
|
4.43K
$428K
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-683- 12.61% |
$61.6K - $63.3K
|
4.73K
$457K
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-690- 1.99% |
$62.2K - $63.9K
|
33.9K
$3.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-719- 7.72% |
$64.9K - $66.6K
|
8.6K
$831K
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-724- 15.94% |
$65.3K - $67K
|
3.82K
$369K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-742- 24.62% |
$66.9K - $68.7K
|
2.27K
$220K
|
|
|
Jul 31, 2023
Q2 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-750- 7.88% |
$67.7K - $69.5K
|
8.77K
$847K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-769- 2.22% |
$69.4K - $71.2K
|
33.9K
$3.27M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-793- 14.38% |
$71.5K - $73.4K
|
4.72K
$456K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-817- 18.53% |
$73.7K - $75.7K
|
3.59K
$347K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-822- 16.01% |
$74.2K - $76.1K
|
4.31K
$417K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-885- 17.69% |
$79.8K - $82K
|
4.12K
$398K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-903- 6.95% |
$81.5K - $83.6K
|
12.1K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-916- 89.37% |
$82.6K - $84.8K
|
109
$10.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-922- 77.87% |
$83.2K - $85.4K
|
262
$25.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-937- 28.35% |
$84.5K - $86.8K
|
2.37K
$229K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.04K- 4.38% |
$93.7K - $96.2K
|
22.7K
$2.19M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.09K- 2.81% |
$98.1K - $101K
|
37.6K
$3.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.09K- 29.66% |
$98.3K - $101K
|
2.59K
$250K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.09K- 3.47% |
$98.6K - $101K
|
30.4K
$2.94M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.1K- 6.14% |
$98.9K - $102K
|
16.7K
$1.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.16K- 26.93% |
$105K - $108K
|
3.15K
$305K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.21K- 24.54% |
$109K - $112K
|
3.71K
$358K
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-1.28K- 20.28% |
$115K - $118K
|
5.02K
$485K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.28K- 4.52% |
$115K - $119K
|
27K
$2.61M
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 6.08% |
$116K - $119K
|
19.9K
$1.92M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.5K- 5.43% |
$135K - $139K
|
26.1K
$2.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.56K- 61.66% |
$141K - $144K
|
970
$93.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.6K- 8.49% |
$144K - $148K
|
17.2K
$1.66M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.63K- 12.16% |
$147K - $151K
|
11.8K
$1.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.63K- 2.45% |
$147K - $151K
|
65.1K
$6.29M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.63K- 2.45% |
$147K - $151K
|
65.1K
$6.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.68K- 6.47% |
$152K - $156K
|
24.3K
$2.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.71K- 2.88% |
$154K - $158K
|
57.5K
$5.56M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.8K- 8.17% |
$162K - $166K
|
20.2K
$1.95M
|
|
|
Aug 11, 2023
Q2 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-1.9K- 15.54% |
$171K - $176K
|
10.3K
$998K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 46.5% |
$173K - $177K
|
2.2K
$213K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-1.95K- 37.15% |
$176K - $180K
|
3.3K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.12K- 5.28% |
$192K - $197K
|
38.1K
$3.68M
|