Purchases and Sales Made in Q4 2024 in Spdr Bloomberg Short Term High (SJNK)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term High (SJNK) during Q4 2024. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG SHORT TERM HIGH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12KNew |
$301K - $308K
|
12K
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
11.7K+ 5.04% |
$293K - $300K
|
244K
$6.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.7K+ 11.12% |
$293K - $300K
|
117K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
11.4K+ 3.92% |
$286K - $293K
|
302K
$7.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
11K+ 122.76% |
$276K - $283K
|
20K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
10.8K+ 0.73% |
$272K - $278K
|
1.49M
$38M
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
10.8K+ 3.58% |
$271K - $277K
|
313K
$7.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
10.6K+ 18.11% |
$266K - $273K
|
69.2K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
10.4KNew |
$262K - $268K
|
10.4K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.2KNew |
$257K - $263K
|
10.2K
$261K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.1K+ 18.76% |
$254K - $260K
|
64K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.68KNew |
$243K - $249K
|
9.68K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
9.67KNew |
$243K - $248K
|
9.67K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.61KNew |
$241K - $247K
|
9.61K
$246K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.54K+ 22.61% |
$239K - $245K
|
51.7K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
9.45K+ 9.79% |
$237K - $243K
|
106K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
9.24KNew |
$232K - $237K
|
9.24K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
8.97K+ 9.13% |
$225K - $230K
|
107K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
8.72KNew |
$219K - $224K
|
8.72K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
8.65K+ 24.53% |
$217K - $222K
|
43.9K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.47KNew |
$212K - $218K
|
8.47K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
8.31KNew |
$209K - $214K
|
8.31K
$212K
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
8.02KNew |
$201K - $206K
|
8.02K
$205K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
7.97KNew |
$200K - $205K
|
7.97K
$204K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.71KNew |
$193K - $198K
|
7.71K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.61K+ 33.86% |
$191K - $195K
|
30.1K
$768K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.59K+ 78.58% |
$190K - $195K
|
17.2K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.58K+ 20.42% |
$190K - $195K
|
44.7K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.43K+ 2.32% |
$186K - $191K
|
328K
$8.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
7.11K+ 61.16% |
$178K - $183K
|
18.7K
$479K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
7.03K+ 71.3% |
$176K - $181K
|
16.9K
$432K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
5.82K+ 13.08% |
$146K - $150K
|
50.3K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5.69K+ 20.04% |
$143K - $146K
|
34.1K
$871K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.39K+ 55.43% |
$135K - $138K
|
15.1K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.87KNew |
$122K - $125K
|
4.87K
$124K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
4.38K+ 2.14% |
$110K - $113K
|
209K
$5.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.28K+ 2.3% |
$107K - $110K
|
190K
$4.87M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.04K+ 3.12% |
$101K - $104K
|
134K
$3.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
3.79K+ 36.42% |
$95.2K - $97.4K
|
14.2K
$363K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.65K+ 1.23% |
$91.6K - $93.7K
|
300K
$7.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
3.59K+ 2.56% |
$90.1K - $92.3K
|
144K
$3.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.01K+ 13.17% |
$75.4K - $77.2K
|
25.8K
$660K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.76K+ 21.17% |
$69.1K - $70.8K
|
15.8K
$403K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.65K+ 9.77% |
$66.6K - $68.2K
|
29.8K
$762K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.65K+ 5.09% |
$66.4K - $68K
|
54.6K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.28K+ 1.29% |
$57.1K - $58.5K
|
178K
$4.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2.27KNew |
$56.9K - $58.3K
|
2.27K
$58K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.23K+ 2.6% |
$56K - $57.4K
|
88K
$2.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.21K+ 14.22% |
$55.3K - $56.7K
|
17.7K
$453K
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
2.15K+ 0.8% |
$53.9K - $55.2K
|
271K
$6.91M
|