Latest Institutional Transactions on Spdr Bloomberg High Yield Bond (JNK)
This table provides information on the latest institutional transactions involving Spdr Bloomberg High Yield Bond (JNK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
14.8K+ 87.38% |
$1.29M - $1.38M
|
31.7K
$3.02M
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-18- 11.92% |
$1.57K - $1.68K
|
133
$12.7K
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
81.5KNew |
$7.13M - $7.6M
|
81.5K
$7.77M
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
SELL
|
- |
-41.5K- 46.14% |
$3.63M - $3.87M
|
48.5K
$4.62M
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.14KNew |
$275K - $293K
|
3.14K
$300K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
200+ 370.37% |
$17.5K - $18.6K
|
254
$24.2K
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-286- 2.72% |
$25K - $26.6K
|
10.2K
$974K
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-5.05K- 43.23% |
$441K - $470K
|
6.63K
$631K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
6.76K+ 35.19% |
$591K - $629K
|
26K
$2.47M
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
22.5KNew |
$1.97M - $2.1M
|
22.5K
$2.15M
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-275- 10.19% |
$24K - $25.6K
|
2.42K
$231K
|
|
Jan 20, 2023
Q4 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
3.67KNew |
$321K - $342K
|
3.67K
$349K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
20New |
$1.75K - $1.86K
|
20
$1.91K
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
183+ 15.79% |
$16K - $17.1K
|
1.34K
$128K
|
|
Jan 12, 2023
Q4 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
5KNew |
$437K - $466K
|
5K
$477K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
24New |
$2.1K - $2.24K
|
24
$2.29K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-141- 88.68% |
$12.3K - $13.1K
|
18
$1.72K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
535New |
$46.8K - $49.9K
|
535
$51K
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-234- 53.92% |
$20.5K - $21.8K
|
200
$19.1K
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.66KClosed |
$145K - $162K
|
0
$0
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-66Closed |
$5.78K - $6.44K
|
0
$0
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-15- 32.61% |
$1.31K - $1.46K
|
31
$2.95K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-530- 8.91% |
$46.4K - $51.7K
|
5.42K
$516K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 1.09% |
$87.6 - $97.6
|
93
$8.86K
|
|
Nov 18, 2022
Q3 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
59.5K+ 410.79% |
$5.21M - $5.8M
|
74K
$7.05M
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.55K- 26.43% |
$136K - $152K
|
4.33K
$412K
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
100New |
$8.76K - $9.76K
|
100
$9.53K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
204New |
$17.9K - $19.9K
|
204
$19.4K
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 50.0% |
$87.6 - $97.6
|
1
$95.3
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.19K- 54.81% |
$280K - $311K
|
2.63K
$251K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-619- 99.52% |
$54.2K - $60.4K
|
3
$286
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
165+ 5.28% |
$14.4K - $16.1K
|
3.29K
$314K
|
|
Nov 14, 2022
Q3 2022
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-40K- 80.0% |
$3.5M - $3.9M
|
10K
$953K
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.96KNew |
$347K - $387K
|
3.96K
$378K
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-63- 39.38% |
$5.52K - $6.15K
|
97
$9.25K
|
|
Nov 14, 2022
Q3 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
29.7KNew |
$2.6M - $2.9M
|
29.7K
$2.83M
|
|
Nov 14, 2022
Q3 2022
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
102KNew |
$8.93M - $9.95M
|
102K
$9.72M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-73.8K- 66.07% |
$6.47M - $7.21M
|
37.9K
$3.61M
|
|
Nov 14, 2022
Q3 2022
|
Blackstone Inc
New York, NY |
BUY
|
- |
273KNew |
$23.9M - $26.6M
|
273K
$26M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.84K- 39.54% |
$161K - $180K
|
2.81K
$268K
|
|
Nov 10, 2022
Q3 2022
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-2.8K- 9.2% |
$245K - $273K
|
27.6K
$2.63M
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
250New |
$21.9K - $24.4K
|
250
$23.8K
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
676+ 20.19% |
$59.2K - $66K
|
4.03K
$384K
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
3.52K+ 61.25% |
$309K - $344K
|
9.28K
$884K
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
712New |
$62.3K - $69.5K
|
712
$67.9K
|
|
Nov 07, 2022
Q3 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
12.4KNew |
$1.08M - $1.21M
|
12.4K
$1.18M
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-460- 99.78% |
$40.3K - $44.9K
|
1
$95.3
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-16- 21.92% |
$1.4K - $1.56K
|
57
$5.43K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
24New |
$2.1K - $2.34K
|
24
$2.29K
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.95K- 38.26% |
$171K - $190K
|
3.14K
$300K
|