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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-189- 1.32% |
$17.9K - $18.4K
|
14.1K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-198- 13.66% |
$18.8K - $19.3K
|
1.25K
$121K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-220- 5.87% |
$20.8K - $21.4K
|
3.53K
$341K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-220- 2.14% |
$20.8K - $21.4K
|
10.1K
$972K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-225- 8.12% |
$21.3K - $21.9K
|
2.55K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-237- 11.16% |
$22.5K - $23.1K
|
1.89K
$182K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-244- 1.31% |
$23.1K - $23.8K
|
18.4K
$1.78M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-258- 21.38% |
$24.5K - $25.1K
|
949
$91.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-270- 9.08% |
$25.6K - $26.3K
|
2.71K
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-328- 10.1% |
$31.1K - $31.9K
|
2.92K
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-331- 13.55% |
$31.4K - $32.2K
|
2.11K
$204K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-342- 5.07% |
$32.4K - $33.3K
|
6.4K
$618K
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-346- 95.32% |
$32.8K - $33.7K
|
17
$1.64K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-347- 10.09% |
$32.9K - $33.8K
|
3.09K
$299K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-390- 96.06% |
$37K - $38K
|
16
$1.55K
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-397- 7.41% |
$37.6K - $38.7K
|
4.96K
$480K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
SELL
|
- |
-422- 7.06% |
$40K - $41.1K
|
5.55K
$537K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-422- 7.06% |
$40K - $41.1K
|
5.55K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-457- 10.24% |
$43.3K - $44.5K
|
4K
$387K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-471- 3.71% |
$44.6K - $45.9K
|
12.2K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-488- 9.98% |
$46.2K - $47.5K
|
4.4K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-528- 16.89% |
$50K - $51.4K
|
2.6K
$251K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-604- 18.78% |
$57.2K - $58.8K
|
2.61K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-645- 1.94% |
$61.1K - $62.8K
|
32.5K
$3.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-659- 1.0% |
$62.5K - $64.2K
|
65.4K
$6.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-685- 6.27% |
$64.9K - $66.7K
|
10.2K
$990K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-696- 5.3% |
$66K - $67.8K
|
12.4K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-794- 44.68% |
$75.2K - $77.3K
|
983
$95K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-836- 0.85% |
$79.2K - $81.4K
|
97K
$9.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-858- 2.28% |
$81.3K - $83.5K
|
36.8K
$3.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-917- 1.75% |
$86.9K - $89.3K
|
51.5K
$4.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-936- 5.45% |
$88.7K - $91.1K
|
16.2K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-972- 16.85% |
$92.1K - $94.6K
|
4.8K
$464K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.01K- 4.03% |
$96K - $98.6K
|
24.2K
$2.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.16K- 27.41% |
$110K - $113K
|
3.08K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.18K- 3.05% |
$112K - $115K
|
37.6K
$3.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.21K- 36.61% |
$114K - $118K
|
2.09K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.25K- 8.09% |
$118K - $121K
|
14.1K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.27K- 8.82% |
$120K - $123K
|
13.1K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.32K- 4.9% |
$125K - $129K
|
25.7K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.35K- 99.93% |
$128K - $132K
|
1
$96.6
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.49K- 36.2% |
$141K - $145K
|
2.63K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.52K- 6.29% |
$144K - $148K
|
22.6K
$2.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.52K- 2.47% |
$144K - $148K
|
60K
$5.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.59K- 40.74% |
$150K - $155K
|
2.31K
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.61K- 28.9% |
$153K - $157K
|
3.96K
$383K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.16K- 33.31% |
$205K - $210K
|
4.33K
$418K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.21K- 47.08% |
$209K - $215K
|
2.48K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.25K- 12.72% |
$213K - $219K
|
15.4K
$1.49M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.36K- 6.76% |
$224K - $230K
|
32.5K
$3.15M
|