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 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
21New |
$1.84K - $1.96K
|
21
$2K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
20New |
$1.75K - $1.86K
|
20
$1.91K
|
|
Jan 23, 2023
Q4 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
16+ 0.54% |
$1.4K - $1.49K
|
2.95K
$281K
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
10+ 1.19% |
$875 - $932
|
853
$81.3K
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
9+ 0.06% |
$787 - $839
|
15K
$1.43M
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
9New |
$787 - $839
|
9
$858
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
6+ 10.53% |
$525 - $559
|
63
$6.01K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5+ 0.28% |
$437 - $466
|
1.81K
$173K
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4New |
$350 - $373
|
4
$381
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.19% |
$87.5 - $93.2
|
516
$49.2K
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 02, 2023
Q4 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-6- 0.13% |
$525 - $559
|
4.79K
$456K
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
SELL
|
- |
-6- 6.45% |
$525 - $559
|
87
$8.29K
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6- 3.06% |
$525 - $559
|
190
$18.1K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16- 0.12% |
$1.4K - $1.49K
|
13K
$1.24M
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-18- 11.92% |
$1.57K - $1.68K
|
133
$12.7K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-21- 7.37% |
$1.84K - $1.96K
|
264
$25.2K
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-28- 5.12% |
$2.45K - $2.61K
|
519
$49.5K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-31- 0.13% |
$2.71K - $2.89K
|
24.7K
$2.36M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-35- 0.26% |
$3.06K - $3.26K
|
13.4K
$1.27M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-48- 96.0% |
$4.2K - $4.47K
|
2
$191
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-49- 0.62% |
$4.29K - $4.57K
|
7.82K
$745K
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-55- 40.74% |
$4.81K - $5.12K
|
80
$7.63K
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-63- 53.39% |
$5.51K - $5.87K
|
55
$5.24K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-73- 20.74% |
$6.38K - $6.8K
|
279
$26.6K
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-78- 0.52% |
$6.82K - $7.27K
|
15K
$1.43M
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-80Closed |
$7K - $7.45K
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-85- 0.57% |
$7.43K - $7.92K
|
14.8K
$1.41M
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-93- 8.93% |
$8.13K - $8.67K
|
948
$90.4K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-96- 97.96% |
$8.4K - $8.95K
|
2
$191
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-106- 1.02% |
$9.27K - $9.88K
|
10.3K
$979K
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-111- 1.92% |
$9.71K - $10.3K
|
5.67K
$540K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-123- 41.98% |
$10.8K - $11.5K
|
170
$16.2K
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-138- 0.8% |
$12.1K - $12.9K
|
17.1K
$1.63M
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-140- 2.99% |
$12.2K - $13K
|
4.54K
$433K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-141- 88.68% |
$12.3K - $13.1K
|
18
$1.72K
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-144- 1.7% |
$12.6K - $13.4K
|
8.31K
$792K
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-147- 1.83% |
$12.9K - $13.7K
|
7.89K
$752K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-159- 14.45% |
$13.9K - $14.8K
|
941
$89.7K
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-162- 5.5% |
$14.2K - $15.1K
|
2.78K
$265K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-174- 65.91% |
$15.2K - $16.2K
|
90
$8.58K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-182- 3.09% |
$15.9K - $17K
|
5.71K
$544K
|
|
Jan 26, 2023
Q4 2022
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-188- 10.51% |
$16.4K - $17.5K
|
1.6K
$153K
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-200- 69.69% |
$17.5K - $18.6K
|
87
$8.29K
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-210- 2.18% |
$18.4K - $19.6K
|
9.43K
$899K
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-212- 4.8% |
$18.5K - $19.8K
|
4.2K
$401K
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-215- 25.15% |
$18.8K - $20K
|
640
$61K
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-223- 2.43% |
$19.5K - $20.8K
|
8.97K
$855K
|