Purchases and Sales Made in Q4 2024 in Spdr Bloomberg High Yield Bond (JNK)
This table provides information about the institutional ownership of Spdr Bloomberg High Yield Bond (JNK) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
17+ 2.73% |
$1.61K - $1.66K
|
639
$61.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
10New |
$948 - $974
|
10
$966
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
9New |
$853 - $876
|
9
$870
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9New |
$853 - $876
|
9
$870
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
9+ 18.75% |
$853 - $876
|
57
$5.51K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
8New |
$758 - $779
|
8
$773
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
8+ 1.09% |
$758 - $779
|
745
$72K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.76% |
$569 - $584
|
791
$76.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6New |
$569 - $584
|
6
$580
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 2.07% |
$474 - $487
|
246
$23.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4+ 0.0% |
$379 - $389
|
93.6K
$9.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3+ 1.53% |
$284 - $292
|
199
$19.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2+ 13.33% |
$190 - $195
|
17
$1.64K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.39% |
$190 - $195
|
510
$49.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 14.29% |
$190 - $195
|
16
$1.55K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 2.7% |
$94.8 - $97.4
|
38
$3.67K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1+ 1.0% |
$94.8 - $97.4
|
101
$9.76K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.06% |
$94.8 - $97.4
|
1.69K
$163K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2- 0.04% |
$190 - $195
|
5K
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3- 0.39% |
$284 - $292
|
769
$74.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5- 0.05% |
$474 - $487
|
9.45K
$913K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5- -0.0% |
$474 - $487
|
160K
$15.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7- 0.15% |
$663 - $682
|
4.59K
$444K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-7- 0.06% |
$663 - $682
|
12.5K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-8- 0.28% |
$758 - $779
|
2.86K
$277K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-10- 0.63% |
$948 - $974
|
1.57K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-15- 0.38% |
$1.42K - $1.46K
|
3.94K
$381K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-18- 41.86% |
$1.71K - $1.75K
|
25
$2.42K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-21- 2.69% |
$1.99K - $2.04K
|
760
$73.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-21- 0.4% |
$1.99K - $2.04K
|
5.27K
$509K
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-23- 0.77% |
$2.18K - $2.24K
|
2.97K
$287K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-25- 0.69% |
$2.37K - $2.43K
|
3.61K
$348K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-26- 0.15% |
$2.46K - $2.53K
|
17.4K
$1.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-26- 11.5% |
$2.46K - $2.53K
|
200
$19.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-34- 0.79% |
$3.22K - $3.31K
|
4.28K
$413K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-35- 1.34% |
$3.32K - $3.41K
|
2.58K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-44- 0.97% |
$4.17K - $4.28K
|
4.5K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-51- 1.03% |
$4.83K - $4.97K
|
4.9K
$473K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-52- 2.37% |
$4.93K - $5.06K
|
2.14K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-70- 0.19% |
$6.63K - $6.82K
|
36.4K
$3.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-71- 31.42% |
$6.73K - $6.91K
|
155
$15K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-71- 0.46% |
$6.73K - $6.91K
|
15.2K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-72- 0.46% |
$6.82K - $7.01K
|
15.8K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-72- 0.46% |
$6.82K - $7.01K
|
15.8K
$1.52M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-74- 14.51% |
$7.01K - $7.2K
|
436
$42.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-80- 50.31% |
$7.58K - $7.79K
|
79
$7.63K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-83- 32.94% |
$7.87K - $8.08K
|
169
$16.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-88- 23.47% |
$8.34K - $8.57K
|
287
$27.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-88- 3.64% |
$8.34K - $8.57K
|
2.33K
$225K
|