Purchases and Sales Made in Q3 2023 in Spdr Bloomberg High Yield Bond (JNK)
This table provides information about the institutional ownership of Spdr Bloomberg High Yield Bond (JNK) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.99K+ 5.32% |
$270K - $278K
|
59.3K
$5.73M
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
2.96K+ 3.18% |
$266K - $274K
|
96K
$9.28M
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.8K+ 106.92% |
$252K - $260K
|
5.41K
$523K
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
2.69KNew |
$242K - $250K
|
2.69K
$260K
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.67K+ 1.14% |
$241K - $248K
|
238K
$23M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.6K+ 72.44% |
$234K - $241K
|
6.19K
$599K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.5K+ 5.23% |
$226K - $232K
|
50.4K
$4.87M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.47K+ 20.96% |
$222K - $229K
|
14.3K
$1.38M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.44KNew |
$220K - $227K
|
2.44K
$236K
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.4KNew |
$216K - $222K
|
2.4K
$231K
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.36K+ 8.54% |
$213K - $219K
|
30K
$2.9M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.34K+ 67.38% |
$211K - $217K
|
5.82K
$563K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.3K+ 2.0% |
$208K - $214K
|
117K
$11.3M
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.29K+ 26.41% |
$207K - $213K
|
11K
$1.06M
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.29KNew |
$206K - $212K
|
2.29K
$221K
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
2.26K+ 3.87% |
$203K - $210K
|
60.6K
$5.86M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.23K+ 656.76% |
$201K - $207K
|
2.57K
$249K
|
|
Nov 13, 2023
Q3 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
2.2K+ 1.35% |
$199K - $205K
|
166K
$16M
|
|
Oct 17, 2023
Q3 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
2.16K+ 24.63% |
$195K - $200K
|
10.9K
$1.06M
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
2.14K+ 17.83% |
$192K - $198K
|
14.1K
$1.36M
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
2.04K+ 6.85% |
$184K - $189K
|
31.8K
$3.07M
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.87K+ 9.52% |
$168K - $173K
|
21.5K
$2.08M
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.84K+ 20.1% |
$166K - $171K
|
11K
$1.06M
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.69K+ 4.89% |
$152K - $157K
|
36.3K
$3.51M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.69KNew |
$152K - $157K
|
1.69K
$163K
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.61K+ 40.33% |
$145K - $149K
|
5.6K
$541K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.55K+ 2.23% |
$140K - $144K
|
70.9K
$6.86M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.33K+ 7.12% |
$120K - $124K
|
20.1K
$1.94M
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.3K+ 29.37% |
$117K - $121K
|
5.73K
$554K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.3K+ 10.76% |
$117K - $121K
|
13.4K
$1.29M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.25K+ 7.59% |
$113K - $116K
|
17.8K
$1.72M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.08K+ 11.56% |
$96.8K - $99.7K
|
10.4K
$1M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.06K+ 23.69% |
$95.1K - $98K
|
5.51K
$533K
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.05K+ 37.43% |
$94.7K - $97.5K
|
3.86K
$373K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.04KNew |
$93.8K - $96.6K
|
1.04K
$101K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.04K+ 23.39% |
$93.3K - $96.1K
|
5.47K
$528K
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
1K+ 2.05% |
$90.1K - $92.8K
|
49.7K
$4.8M
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
960+ 5.73% |
$86.5K - $89.1K
|
17.7K
$1.71M
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
953+ 4.79% |
$85.8K - $88.4K
|
20.8K
$2.01M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
942+ 4.39% |
$84.8K - $87.4K
|
22.4K
$2.17M
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
922+ 10.94% |
$83K - $85.6K
|
9.35K
$903K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
918+ 8.42% |
$82.7K - $85.2K
|
11.8K
$1.14M
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
916New |
$82.5K - $85K
|
916
$88.5K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
904New |
$81.4K - $83.9K
|
904
$87.4K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
869New |
$78.3K - $80.6K
|
869
$84K
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
818+ 2.89% |
$73.7K - $75.9K
|
29.1K
$2.81M
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
789+ 3.79% |
$71.1K - $73.2K
|
21.6K
$2.09M
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
745New |
$67.1K - $69.1K
|
745
$72K
|
|
Nov 01, 2023
Q3 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
693+ 1.68% |
$62.4K - $64.3K
|
42K
$4.06M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
669New |
$60.3K - $62.1K
|
669
$64.7K
|