Wealthspire Advisors, LLC Spdr Bloomberg High Yield Bond Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Spdr Bloomberg High Yield Bond stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 50,043 shares of JNK stock, worth $4.86 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

50,043

Previous 62,265 19.63%

Holding current value

$4.86 Million

Previous $6.09 Million 21.52%

% of portfolio

0.05%

Previous 0.06%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$94.77 - $97.36 $1.16 Million - $1.19 Million	-12,222 Reduced 19.63%	50,043 $4.78 Million
Q3 2024 Nov 13, 2024	BUY	$93.65 - $97.81 $5.28 Million - $5.51 Million	56,339 Added 950.71%	62,265 $6.09 Million
Q2 2024 Aug 08, 2024	SELL	$92.57 - $94.69 $38,231 - $39,106	-413 Reduced 6.52%	5,926 $558,000
Q1 2024 May 06, 2024	SELL	$93.76 - $95.35 $425,389 - $432,602	-4,537 Reduced 41.72%	6,339 $603,000
Q4 2023 Feb 06, 2024	SELL	$87.96 - $95.4 $374,973 - $406,690	-4,263 Reduced 28.16%	10,876 $1.03 Million
Q3 2023 Nov 06, 2023	SELL	$90.07 - $92.79 $185,003 - $190,590	-2,054 Reduced 11.95%	15,139 $1.37 Million
Q2 2023 Jul 31, 2023	SELL	$90.21 - $92.61 $59,087 - $60,659	-655 Reduced 3.67%	17,193 $1.58 Million
Q1 2023 May 09, 2023	SELL	$89.57 - $94.63 $209,952 - $221,812	-2,344 Reduced 11.61%	17,848 $1.66 Million
Q4 2022 Feb 13, 2023	SELL	$87.45 - $93.18 $633,312 - $674,809	-7,242 Reduced 26.4%	20,192 $1.82 Million
Q3 2022 Nov 14, 2022	BUY	$87.57 - $97.57 $2.09 Million - $2.32 Million	23,812 Added 657.43%	27,434 $2.41 Million
Q2 2022 Aug 09, 2022	SELL	$90.32 - $102.87 $20,231 - $23,042	-224 Reduced 5.82%	3,622 $329,000
Q1 2022 May 09, 2022	BUY	$99.6 - $108.5 $33,963 - $36,998	341 Added 9.73%	3,846 $394,000
Q4 2021 Feb 14, 2022	BUY	$106.55 - $109.3 $18,646 - $19,127	175 Added 5.26%	3,505 $381,000
Q3 2021 Nov 15, 2021	SELL	$108.65 - $110.11 $2,824 - $2,862	-26 Reduced 0.77%	3,330 $364,000
Q2 2021 Aug 13, 2021	BUY	$108.15 - $109.98 $8,435 - $8,578	78 Added 2.38%	3,356 $369,000
Q1 2021 May 17, 2021	BUY	$107.06 - $109.64 $30,083 - $30,808	281 Added 9.38%	3,278 $357,000
Q4 2020 Feb 16, 2021	BUY	$103.81 - $108.94 $15,156 - $15,905	146 Added 5.12%	2,997 $326,000
Q3 2020 Nov 16, 2020	BUY	$100.95 - $106.1 $22,410 - $23,554	222 Added 8.44%	2,851 $297,000
Q2 2020 Aug 14, 2020	BUY	$90.54 - $104.76 $32,866 - $38,027	363 Added 16.02%	2,629 $266,000
Q1 2020 May 12, 2020	SELL	$84.57 - $110.24 $76,620 - $99,877	-906 Reduced 28.56%	2,266 $215,000
Q4 2019 Feb 14, 2020	BUY	$107.21 - $109.95 $34,199 - $35,074	319 Added 11.18%	3,172 $347,000
Q3 2019 Nov 12, 2019	BUY	$106.71 - $109.19 $35,961 - $36,797	337 Added 13.39%	2,853 $310,000
Q2 2019 Aug 13, 2019	BUY	$105.76 - $109.46 $266,092 - $275,401	2,516 New	2,516 $274,000

Others Institutions Holding JNK

# of Institutions

626

Shares Held

77.8M

Call Options Held

51.9K

Put Options Held

76.9K

View Full List

About SPDR BLOOMBERG HIGH YIELD BOND

Ticker JNK
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Wealthspire Advisors, LLC Spdr Bloomberg High Yield Bond Transaction History