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 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-761- 5.06% |
$68.5K - $70.6K
|
14.3K
$1.39M
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-770- 15.35% |
$69.4K - $71.4K
|
4.25K
$413K
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-774- 5.33% |
$69.7K - $71.8K
|
13.8K
$1.34M
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-823- 8.6% |
$74.1K - $76.4K
|
8.74K
$849K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-833- 89.96% |
$75K - $77.3K
|
93
$9.03K
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-853Closed |
$76.8K - $79.1K
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-862- 2.61% |
$77.6K - $80K
|
32.2K
$3.13M
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-996- 2.65% |
$89.7K - $92.4K
|
36.6K
$3.56M
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-1.12K- 16.58% |
$101K - $104K
|
5.62K
$546K
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.15K- 14.88% |
$103K - $107K
|
6.57K
$638K
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.15K- 2.95% |
$103K - $107K
|
37.8K
$3.67M
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.26K- 5.41% |
$113K - $116K
|
22K
$2.13M
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.32K- 67.57% |
$119K - $123K
|
634
$61.6K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.44K- 4.36% |
$130K - $134K
|
31.6K
$3.07M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.69K- 11.05% |
$152K - $157K
|
13.6K
$1.32M
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.78K- 8.01% |
$160K - $165K
|
20.4K
$1.98M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.86K- 3.5% |
$167K - $172K
|
51.2K
$4.98M
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.88K- 3.27% |
$169K - $174K
|
55.6K
$5.4M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.94K- 25.91% |
$174K - $180K
|
5.54K
$538K
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.95K- 2.68% |
$176K - $181K
|
70.7K
$6.87M
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.05K- 11.95% |
$185K - $191K
|
15.1K
$1.47M
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 29.46% |
$189K - $194K
|
5.01K
$487K
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.2K- 3.38% |
$198K - $204K
|
62.9K
$6.11M
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.2K- 3.38% |
$198K - $204K
|
62.9K
$6.11M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.21K- 39.55% |
$199K - $205K
|
3.38K
$328K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.21K- 39.55% |
$199K - $205K
|
3.38K
$328K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.34K- 5.45% |
$211K - $217K
|
40.7K
$3.95M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.37K- 19.59% |
$213K - $220K
|
9.72K
$944K
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.38K- 27.5% |
$214K - $221K
|
6.28K
$610K
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.57K- 44.11% |
$231K - $238K
|
3.25K
$316K
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.83K- 51.76% |
$255K - $263K
|
2.64K
$256K
|
|
Nov 13, 2023
Q3 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-2.88K- 49.4% |
$259K - $267K
|
2.95K
$287K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.9K- 32.86% |
$261K - $269K
|
5.92K
$575K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.97K- 20.67% |
$268K - $276K
|
11.4K
$1.11M
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3.11K- 56.99% |
$280K - $289K
|
2.35K
$228K
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.14K- 1.54% |
$283K - $292K
|
202K
$19.6M
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-3.2K- 2.31% |
$288K - $297K
|
136K
$13.2M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.3K- 31.49% |
$297K - $306K
|
7.18K
$698K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.36K- 10.03% |
$303K - $312K
|
30.1K
$2.93M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.41K- 14.04% |
$307K - $317K
|
20.9K
$2.03M
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-3.44K- 34.34% |
$310K - $319K
|
6.58K
$640K
|
|
Nov 02, 2023
Q3 2023
|
Florin Court Capital LLP
|
SELL
|
- |
-3.5K- 28.69% |
$315K - $325K
|
8.7K
$845K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.71K- 14.22% |
$334K - $344K
|
22.4K
$2.17M
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.72K- 4.77% |
$335K - $345K
|
74.1K
$7.2M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.77K- 99.92% |
$340K - $350K
|
3
$291
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-3.83K- 50.84% |
$345K - $356K
|
3.71K
$360K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.88K- 17.44% |
$349K - $360K
|
18.4K
$1.78M
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.97K- 10.42% |
$357K - $368K
|
34.1K
$3.31M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.05K- 51.65% |
$365K - $376K
|
3.8K
$369K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.58K- 74.56% |
$412K - $425K
|
1.56K
$152K
|