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 |
---|---|---|---|---|---|---|---|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
623+ 3.35% |
$56.1K - $57.8K
|
19.2K
$1.87M
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
622+ 8.96% |
$56K - $57.7K
|
7.57K
$735K
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
600+ 16.01% |
$54K - $55.7K
|
4.35K
$422K
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
586+ 4.54% |
$52.8K - $54.4K
|
13.5K
$1.31M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
582+ 3.44% |
$52.4K - $54K
|
17.5K
$1.7M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
566+ 2.22% |
$51K - $52.5K
|
26.1K
$2.53M
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
543New |
$48.9K - $50.4K
|
543
$52.7K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
500+ 862.07% |
$45K - $46.4K
|
558
$54.2K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
465+ 1.6% |
$41.9K - $43.1K
|
29.6K
$2.87M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
450+ 1.37% |
$40.5K - $41.8K
|
33.3K
$3.24M
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
450+ 93.75% |
$40.5K - $41.8K
|
930
$90.3K
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
418New |
$37.6K - $38.8K
|
418
$40.6K
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
396+ 3.04% |
$35.7K - $36.7K
|
13.4K
$1.3M
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
393+ 8.3% |
$35.4K - $36.5K
|
5.13K
$498K
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
BUY
|
- |
344+ 2.9% |
$31K - $31.9K
|
12.2K
$1.19M
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
341+ 1.01% |
$30.7K - $31.6K
|
34.3K
$3.33M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
298+ 5.26% |
$26.8K - $27.7K
|
5.97K
$580K
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
288+ 3.83% |
$25.9K - $26.7K
|
7.82K
$759K
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
275+ 1.67% |
$24.8K - $25.5K
|
16.8K
$1.63M
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
266+ 0.87% |
$24K - $24.7K
|
30.8K
$2.99M
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
266+ 3.79% |
$24K - $24.7K
|
7.28K
$708K
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
254+ 1.61% |
$22.9K - $23.6K
|
16K
$1.56M
|
|
Oct 16, 2023
Q3 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
242+ 2.57% |
$21.8K - $22.5K
|
9.65K
$937K
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
219+ 0.78% |
$19.7K - $20.3K
|
28.1K
$2.73M
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
208+ 1.04% |
$18.7K - $19.3K
|
20.1K
$1.96M
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
191+ 8.19% |
$17.2K - $17.7K
|
2.52K
$245K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
178+ 193.48% |
$16K - $16.5K
|
270
$26.2K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
170+ 11.17% |
$15.3K - $15.8K
|
1.69K
$164K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
156New |
$14.1K - $14.5K
|
156
$15.2K
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
155+ 1.66% |
$14K - $14.4K
|
9.47K
$920K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
140New |
$12.6K - $13K
|
140
$13.6K
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
137+ 2.61% |
$12.3K - $12.7K
|
5.39K
$523K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
136New |
$12.2K - $12.6K
|
136
$13.2K
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
133+ 3.14% |
$12K - $12.3K
|
4.36K
$424K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
132+ 1.3% |
$11.9K - $12.2K
|
10.3K
$1M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
121+ 2.73% |
$10.9K - $11.2K
|
4.55K
$442K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
110+ 4.89% |
$9.91K - $10.2K
|
2.36K
$229K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
77+ 1.84% |
$6.94K - $7.14K
|
4.26K
$414K
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
76+ 2.23% |
$6.85K - $7.05K
|
3.49K
$339K
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
73+ 3.27% |
$6.58K - $6.77K
|
2.31K
$224K
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
69+ 3.13% |
$6.21K - $6.4K
|
2.27K
$221K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
68New |
$6.12K - $6.31K
|
68
$6.61K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
59+ 66.29% |
$5.31K - $5.47K
|
148
$14.4K
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
54+ 1.67% |
$4.86K - $5.01K
|
3.3K
$320K
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
54+ 1.4% |
$4.86K - $5.01K
|
3.92K
$381K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
53+ 2.11% |
$4.77K - $4.92K
|
2.57K
$250K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
52+ 1.28% |
$4.68K - $4.83K
|
4.12K
$400K
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
50+ 1.68% |
$4.5K - $4.64K
|
3.03K
$294K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
47New |
$4.23K - $4.36K
|
47
$4.57K
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
46+ 1.27% |
$4.14K - $4.27K
|
3.68K
$357K
|