Purchases and Sales Made in Q4 2022 in Spdr Bloomberg High Yield Bond (JNK)
This table provides information about the institutional ownership of Spdr Bloomberg High Yield Bond (JNK) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
6.81KNew |
$595K - $634K
|
6.81K
$649K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
6.76K+ 35.19% |
$591K - $629K
|
26K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
6.59KNew |
$576K - $614K
|
6.59K
$628K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.19KNew |
$541K - $576K
|
6.19K
$590K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
6.02KNew |
$526K - $561K
|
6.02K
$574K
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
5.94KNew |
$520K - $554K
|
5.94K
$566K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
5.85K+ 2127.27% |
$512K - $545K
|
6.13K
$584K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.82KNew |
$509K - $542K
|
5.82K
$555K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
5.81K+ 23.05% |
$508K - $542K
|
31K
$2.96M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
5.79K+ 1.37% |
$506K - $539K
|
429K
$40.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.73K+ 4.71% |
$501K - $534K
|
128K
$12.2M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
5.67KNew |
$496K - $528K
|
5.67K
$541K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5.6KNew |
$490K - $522K
|
5.6K
$534K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
5.55KNew |
$486K - $517K
|
5.55K
$529K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.5KNew |
$481K - $512K
|
5.5K
$524K
|
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.47KNew |
$478K - $509K
|
5.47K
$521K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.26K+ 117.06% |
$460K - $490K
|
9.76K
$931K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
5.26K+ 213.95% |
$460K - $490K
|
7.72K
$736K
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
5.2KNew |
$455K - $484K
|
5.2K
$496K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.02K+ 6.34% |
$439K - $468K
|
84.2K
$8.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5K+ 100.0% |
$437K - $466K
|
10K
$953K
|
|
|
Jan 12, 2023
Q4 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
5KNew |
$437K - $466K
|
5K
$477K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.91K+ 169.12% |
$430K - $458K
|
7.82K
$745K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.88KNew |
$427K - $455K
|
4.88K
$465K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.86KNew |
$425K - $452K
|
4.86K
$463K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.85K+ 11.36% |
$424K - $452K
|
47.5K
$4.53M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.78K+ 5.4% |
$418K - $445K
|
93.3K
$8.89M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.78KNew |
$418K - $445K
|
4.78K
$456K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.59K+ 27.4% |
$401K - $428K
|
21.3K
$2.03M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.52KNew |
$395K - $421K
|
4.52K
$431K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.48KNew |
$392K - $418K
|
4.48K
$427K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4.25KNew |
$371K - $396K
|
4.25K
$405K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.21KNew |
$368K - $392K
|
4.21K
$401K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
4.11KNew |
$359K - $383K
|
4.11K
$392K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
4.05KNew |
$354K - $377K
|
4.05K
$386K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.94KNew |
$344K - $367K
|
3.94K
$376K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.8KNew |
$332K - $354K
|
3.8K
$362K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.75K+ 453.69% |
$328K - $350K
|
4.58K
$437K
|
|
|
Jan 20, 2023
Q4 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
3.67KNew |
$321K - $342K
|
3.67K
$350K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
3.64KNew |
$318K - $339K
|
3.64K
$347K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
3.61K+ 27.06% |
$315K - $336K
|
16.9K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.43KNew |
$300K - $320K
|
3.43K
$327K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.43K+ 50.87% |
$300K - $319K
|
10.2K
$968K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.24KNew |
$284K - $302K
|
3.24K
$309K
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.14KNew |
$275K - $293K
|
3.14K
$300K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.14KNew |
$275K - $293K
|
3.14K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.06K+ 23.42% |
$268K - $285K
|
16.1K
$1.54M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.05K+ 23.14% |
$267K - $284K
|
16.2K
$1.55M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
2.96KNew |
$259K - $276K
|
2.96K
$282K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.92KNew |
$255K - $272K
|
2.92K
$278K
|