Purchases and Sales Made in Q3 2023 in Spdr Bloomberg Short Term High (SJNK)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term High (SJNK) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
30.2K+ 63.81% |
$735K - $749K
|
77.4K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
27.2K+ 4.52% |
$663K - $675K
|
629K
$16.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
26.3K+ 6.14% |
$641K - $653K
|
455K
$11.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
25.8K+ 18.35% |
$629K - $640K
|
166K
$4.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
24.5K+ 20.21% |
$598K - $609K
|
146K
$3.73M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
23.2K+ 11.25% |
$565K - $576K
|
229K
$5.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
21.3KNew |
$518K - $528K
|
21.3K
$544K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
19.4K+ 191.3% |
$473K - $482K
|
29.6K
$756K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
18.4K+ 13.95% |
$447K - $456K
|
150K
$3.83M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
18K+ 1858.41% |
$439K - $447K
|
19K
$485K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
17.1K+ 2.25% |
$416K - $424K
|
777K
$19.9M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
16.9K+ 159.72% |
$413K - $420K
|
27.5K
$704K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.8K+ 31.48% |
$411K - $418K
|
70.3K
$1.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.7K+ 4.35% |
$408K - $415K
|
402K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
15K+ 48.96% |
$365K - $372K
|
45.6K
$1.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
14.8K+ 4.53% |
$360K - $367K
|
340K
$8.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.5K+ 6.01% |
$353K - $360K
|
256K
$6.54M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
14.4KNew |
$350K - $357K
|
14.4K
$367K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
14.2K+ 61.05% |
$347K - $353K
|
37.5K
$959K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.3K+ 26.64% |
$325K - $331K
|
63.4K
$1.62M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
12.5KNew |
$305K - $311K
|
12.5K
$320K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.5K+ 9.74% |
$304K - $309K
|
140K
$3.59M
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
12.2K+ 61.58% |
$298K - $303K
|
32.1K
$820K
|
|
|
Oct 12, 2023
Q3 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
12.2K+ 10.44% |
$297K - $303K
|
129K
$3.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.6K+ 24.07% |
$284K - $289K
|
60K
$1.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
11.4K+ 5.21% |
$278K - $284K
|
231K
$5.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.4K+ 107.49% |
$253K - $257K
|
20K
$512K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
10K+ 11.4% |
$245K - $249K
|
98K
$2.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10KNew |
$244K - $249K
|
10K
$256K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
10KNew |
$244K - $248K
|
10K
$256K
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
9.83KNew |
$240K - $244K
|
9.83K
$252K
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.81KNew |
$239K - $244K
|
9.81K
$251K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
9.38K+ 86.92% |
$229K - $233K
|
20.2K
$516K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
7.63K+ 4.08% |
$186K - $190K
|
195K
$4.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.59K+ 1.85% |
$185K - $188K
|
418K
$10.7M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.43K+ 2.04% |
$181K - $184K
|
371K
$9.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7.35K+ 3.99% |
$179K - $183K
|
192K
$4.9M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.96K+ 18.6% |
$170K - $173K
|
44.4K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.41K+ 19.88% |
$156K - $159K
|
38.7K
$989K
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
6.3K+ 15.48% |
$154K - $156K
|
47K
$1.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.69K+ 2.7% |
$139K - $141K
|
216K
$5.53M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.49K+ 2.49% |
$134K - $136K
|
226K
$5.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.17K+ 5.4% |
$126K - $128K
|
101K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.99K+ 1.21% |
$122K - $124K
|
418K
$10.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.89K+ 6.08% |
$119K - $122K
|
85.3K
$2.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.8K+ 24.99% |
$117K - $119K
|
24K
$615K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
4.38K+ 25.46% |
$107K - $109K
|
21.6K
$553K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.21K+ 48.9% |
$103K - $105K
|
12.8K
$328K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.02K+ 0.61% |
$98K - $99.8K
|
667K
$17.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
3.5K+ 17.77% |
$85.3K - $86.9K
|
23.2K
$593K
|