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Disclosery

JNK SPDR SERIES TRUST

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BLOOMBERG HIGH Y (fund)

568 managers (572 13F filers) reported a position in JNK shares at 2024-12-31, 78,256,264 shares in all. 49 filers opened a position and 56 filers sold out during the quarter.

Managers
568
13F filers
572
New
49
Added
232
Reduced
158
Sold out
56
Shares held by filers
78,256,264

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Rialto Wealth Management, LLC16,714$1.6M0.53%13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC16,676$1.59M0.31%+40013F-HRTimeline
Janney Montgomery Scott LLC16,535$1.58M<0.01%+2313F-HRTimeline
Sowell Financial Services LLC16,464$1.57M0.08%new13F-HRTimeline
Geneos Wealth Management Inc.16,309$1.56M0.05%+1,89213F-HRTimeline
Prosperity Consulting Group, LLC16,237$1.55M0.12%-93613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,935$1.52M0.04%+2,33713F-HRTimelineGroup
CHESAPEAKE CAPITAL CORP /IL/15,750$1.5M1.53%-7213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC15,750$1.5M0.01%-7213F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…15,427$1.47M0.02%-2,24913F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP15,214$1.45M0.21%-7113F-HRTimeline
Gotham Asset Management, LLC15,123$1.44M0.01%+96413F-HRTimeline
Thrive Capital Management, LLC15,098$1.44M0.66%+5,02513F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …15,096$1.44M0.18%-21,47413F-HRTimelineGroup
Sincerus Advisory, LLC14,888$1.42M1.52%13F-HRTimeline
AE Wealth Management LLC14,631$1.4M0.01%+8,54413F-HRTimeline
Virtue Capital Management, LLC14,539$1.39M0.28%-3,16113F-HRTimeline
Austin Private Wealth, LLC14,183$1.35M0.13%+10,09513F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …14,135$1.35M0.2%-1,24513F-HRTimeline
Global View Capital Management LLC14,066$1.35M0.47%13F-HRTimeline
PINNACLE ASSOCIATES LTD14,094$1.35M0.02%-18913F-HRTimeline
DecisionMap Wealth Management, LLC13,992$1.34M1.06%13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.13,746$1.31M0.92%+1,76013F-HRTimeline
WHITTIER TRUST CO13,623$1.3M0.02%-2,60913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,173$1.26M<0.01%+1,34013F-HRTimeline
SageView Advisory Group, LLC13,079$1.25M0.05%-1,26513F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC12,969$1.24M0.01%new13F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers12,952$1.24M<0.01%new13F-HRTimelineGroup
Pure Financial Advisors, LLC12,919$1.23M0.03%+14913F-HRTimeline
Forefront Analytics, LLC12,872$1.23M0.57%-11,64013F-HRTimeline
Compagnie Lombard Odier SCmA12,741$1.22M0.02%-4,33713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC12,700$1.21M<0.01%-5,20013F-HR/ATimelineGroup
Lorne Steinberg Wealth Management Inc.12,630$1.21M0.35%013F-HRTimeline
Quantum Portfolio Management LLC12,500$1.19M0.64%013F-HRTimeline
Prudent Man Advisors, LLC12,460$1.19M0.43%-713F-HRTimeline
MIdWestOne Financial Group, Inc.12,432$1.19M0.17%-69613F-HRTimeline
NWAM LLC12,388$1.18M0.07%-11513F-HRTimeline
Schwallier Wealth Management LLC12,366$1.18M0.9%+1,09813F-HRTimeline
Perigon Wealth Management, LLC12,239$1.18M0.03%-47113F-HRTimeline
Ausdal Financial Partners, Inc.11,791$1.13M0.1%+31413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,771$1.12M0.08%+40113F-HRTimeline
IFP Advisors, Inc11,705$1.12M0.04%+3,38113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,534$1.1M0.01%+12013F-HRTimelineGroup
Capital CS Group, LLC11,527$1.1M1.47%+1,23213F-HRTimeline
Freedom Investment Management, Inc.11,212$1.07M0.09%+16113F-HRTimeline
Strategic Investment Advisors / MI11,159$1.07M0.11%+2,69913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,845$1.04M0.02%+8,26813F-HRTimelineGroup
Balboa Wealth Partners10,683$1.02M0.23%+6,30513F-HRTimeline
Aletheian Wealth Advisors LLC10,457$998K0.59%+8013F-HRTimeline
Covenant Partners, LLC10,245$978K0.3%-68513F-HRTimeline
Global Trust Asset Management, LLC10,058$960K0.36%-22013F-HRTimeline
Trivium Point Advisory, LLC10,002$955K0.12%-3,47413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…9,985$953K0.34%+5,02213F-HRTimeline
B. Riley Wealth Advisors, Inc.9,956$951K0.03%-4,14813F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC9,880$943K0.43%+4,57013F-HRTimeline
Outlook Wealth Advisors, LLC9,586$915K0.26%+6,21813F-HRTimeline
Washington Trust Bank9,545$911K0.09%+3213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SteelPeak Wealth, LLC9,471$904K0.04%+5,64813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…9,450$903K0.09%-513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,347$892K<0.01%-14713F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,250$883K0.01%+80613F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…8,621$824K0.01%013F-HRTimeline
FIRST AMERICAN TRUST, FSB8,617$823K0.08%+2,96313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,588$820K<0.01%+7,65313F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,578$819K<0.01%-11613F-HRTimelineGroup
SCOTIA CAPITAL INC.8,443$806K<0.01%+2,91013F-HRTimeline
Coppell Advisory Solutions LLC8,189$782K0.11%-7,85913F-HRTimeline
Global Financial Private Client, LLC8,190$782K0.29%+3,60713F-HRTimeline
Advisory Services Network, LLC8,144$778K0.01%+13413F-HRTimeline
Freedom Financial Partners LLC8,139$777K0.37%13F-HRTimeline
Prentice Wealth Management LLC8,132$776K0.22%new13F-HRTimeline
Constant Guidance Financial LLC31,543$740K0.64%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,753$740K<0.01%+1,27513F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC7,723$737K0.35%+65013F-HRTimeline
Kelly Financial Services LLC7,618$727K0.26%+2,25713F-HR/ATimeline
Auour Investments LLC7,492$725K0.25%+10813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC7,517$718K0.09%+31413F-HRTimeline
Stanich Group LLC7,500$716K0.53%13F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…7,500$716K<0.01%-1,00013F-HRTimelineGroup
Probity Advisors, Inc.7,435$710K0.14%-1,07613F-HRTimeline
Advisory Alpha, LLC7,414$708K0.03%+59913F-HRTimeline
Uptown Financial Advisors LLC7,268$694K0.75%13F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC7,113$679K0.74%13F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP7,003$669K0.13%013F-HRTimeline
Operose Advisors LLC7,000$668K0.23%013F-HRTimeline
Schechter Investment Advisors, LLC6,927$661K0.05%+20713F-HRTimeline
Richard W. Paul & Associates, LLC6,899$659K0.24%+2,25113F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.6,810$650K0.01%+18513F-HRTimelineGroup
VISTA INVESTMENT PARTNERS II, LLC6,787$648K0.38%13F-HRTimeline
Integrated Capital Management, LLC6,758$645K0.34%+10513F-HRTimeline
White Lighthouse Investment Management …6,747$644K0.11%+13613F-HRTimeline
Sharper & Granite LLC6,693$639K0.28%+7013F-HRTimeline
OLD NATIONAL BANCORP /IN/6,598$630K0.01%013F-HRTimeline
Pacer Advisors, Inc.6,533$624K<0.01%013F-HRTimeline
Gladstone Institutional Advisory LLC6,439$615K0.03%-2,90513F-HRTimeline
Westside Investment Management, Inc.6,400$611K0.13%-34213F-HRTimeline
PAX Financial Group, LLC6,383$609K0.11%+42713F-HRTimeline
SGL Investment Advisors, Inc.6,220$598K0.3%-13713F-HRTimeline
Medallion Wealth Advisors, LLC6,180$589K0.29%13F-HRTimeline
Engineers Gate Manager LP6,046$577K0.01%-2,83713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,005$573K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC5,901$563K0.36%13F-HRTimeline
Blue Barn Wealth, LLC5,881$561K0.3%+33113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,824$556K0.05%new13F-HRTimelineGroup
Novak & Powell Financial Services, Inc.5,664$541K0.32%+12213F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,650$539K0.06%13F-HRTimeline
Independent Advisor Alliance5,643$539K0.01%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,621$537K<0.01%013F-HRTimelineGroup
Adams Wealth Management5,554$530K0.1%-42213F-HRTimeline
CacheTech Inc.5,554$530K0.1%-42213F-HRTimeline
Cordatus Wealth Management LLC5,408$516K0.14%new13F-HRTimeline
Single Point Partners, LLC5,393$515K0.12%-13413F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC5,392$515K0.38%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.5,350$511K<0.01%new13F-HRTimelineGroup
Simplicity Wealth,LLC5,267$503K0.1%-2113F-HRTimeline
International Private Wealth Advisors L…5,258$502K0.5%+3,14113F-HRTimeline
Wealth Advisory Solutions, LLC5,185$495K0.14%+4213F-HRTimeline
Merit Financial Group, LLC5,113$488K0.01%+27013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC5,088$486K0.05%+4,90913F-HRTimeline
PRIVATE TRUST CO NA5,076$485K0.05%013F-HRTimeline
Joel Isaacson & Co., LLC5,000$477K0.02%-213F-HRTimeline
First Citizens Asset Management, Inc.4,963$474K0.17%-39713F-HR/ATimeline
Fragasso Financial Advisors Inc4,959$473K0.04%new13F-HRTimeline
Pinnacle Financial Group, LLC / IL4,958$473K0.19%+85613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,927$470K0.01%+1,00713F-HRTimeline
Yoffe Investment Management, LLC4,905$468K0.7%13F-HR/ATimeline
Heritage Trust Co4,898$468K0.06%13F-HRTimeline
WEALTHGARDEN F.S. LLC4,893$467K0.44%+2,03513F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,798$458K0.09%-97213F-HRTimeline
HANCOCK WHITNEY CORP4,687$447K0.01%+17513F-HRTimeline
PFG Investments, LLC4,683$447K0.03%+9713F-HRTimeline
CW Advisors, LLC4,594$439K0.01%-713F-HRTimeline
National Wealth Management Group, LLC4,539$433K0.29%new13F-HRTimeline
J.W. COLE ADVISORS, INC.4,498$429K0.02%-4413F-HRTimeline
Peak Financial Management, Inc.4,482$428K0.13%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …4,450$425K0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC4,430$423K0.02%+1,36613F-HRTimeline
RWA WEALTH PARTNERS, LLC4,400$420K0.01%-48813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,399$420K0.01%+1013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,327$413K0.01%-2,16113F-HRTimeline
Private Wealth Group, LLC4,289$409K0.2%-10913F-HRTimeline
WealthPLAN Partners, LLC4,278$408K0.06%-3413F-HRTimeline
Crescent Grove Advisors, LLC4,214$402K0.04%+1,03613F-HRTimeline
Beaumont Financial Advisors, LLC4,030$385K0.03%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,964$384K0.12%-1,61113F-HRTimeline
SFI Advisors, LLC4,016$383K0.27%new13F-HRTimeline
NorthCoast Asset Management LLC4,015$383K<0.01%013F-HR/ATimeline
Creative Planningin group Creative Planning4,004$382K<0.01%-45713F-HRTimelineGroup
Global Assets Advisory, LLC3,934$377K0.21%+81713F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…3,944$377K0.26%-1513F-HRTimeline
Crestwood Advisors Group, LLC3,943$376K0.01%013F-HRTimeline
Snowden Capital Advisors LLC3,933$375K0.01%013F-HRTimeline
Wilson & Boucher Capital Management, LLC3,900$372K0.26%013F-HRTimeline
Accurate Wealth Management, LLC3,894$371K0.07%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC3,886$371K0.15%+6613F-HRTimeline
Argent Trust Co3,844$367K0.01%+1,56113F-HRTimeline
Empower Advisory Group, LLC3,730$356K<0.01%-11613F-HRTimeline
Capital Asset Advisory Services LLC3,638$349K0.02%new13F-HRTimeline
McElhenny Sheffield Capital Management,…3,651$349K0.12%-11613F-HRTimeline
Hoxton Planning & Management, LLC3,615$345K0.13%-11313F-HRTimeline
Worth Financial Advisory Group, LLC3,613$345K0.21%+38313F-HRTimeline
Orion Porfolio Solutions, LLC3,607$344K<0.01%-10213F-HRTimeline
Orion Portfolio Solutions, LLC3,607$344K<0.01%-10213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,606$344K0.03%-2513F-HRTimeline
Keystone Wealth Services, LLC3,603$344K0.09%+7813F-HRTimeline
Avidian Wealth Enterprises, LLC3,561$340K0.02%013F-HRTimeline
OneDigital Investment Advisors LLC3,531$337K<0.01%-22013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC3,531$337K0.15%13F-HRTimeline
Post Resch Tallon Group Inc.3,471$332K0.32%13F-HRTimeline
Midwest Financial Network, LLC3,391$324K0.34%13F-HRTimeline
FINANCIAL COUNSELORS INC3,375$322K<0.01%-10013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.3,370$322K0.55%new13F-HRTimeline
CX Institutional3,342$319K0.01%+26413F-HRTimeline
4Thought Financial Group Inc.3,290$314K0.19%+8313F-HRTimeline
Sterling Investment Counsel, LLC3,289$314K0.21%+5413F-HRTimeline
McLean Asset Management Corp3,245$310K0.09%013F-HRTimeline
Center For Asset Management LLC3,219$307K0.2%+92313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,181$304K0.01%+30313F-HRTimelineGroup
CYPRESS FINANCIAL PLANNING LLC3,131$299K0.11%new13F-HRTimeline
SVB WEALTH LLC3,117$298K0.01%new13F-HRTimeline
Focus Financial Network, Inc.3,091$295K0.01%-34713F-HRTimeline
Crew Capital Management, Ltd3,080$294K0.24%-1,16313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,073$293K0.01%+17513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC3,064$293K0.25%+37813F-HRTimeline
Cresset Asset Management, LLC3,041$290K<0.01%new13F-HRTimeline
Castleview Partners, LLC3,025$290K0.16%+1,95113F-HR/ATimeline
King Wealth Management Group2,997$286K0.04%-12713F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC2,993$285K0.03%new13F-HRTimelineGroup
CONTINENTAL INVESTORS SERVICES, INC.2,967$283K0.56%-2313F-HRTimeline
TCI Wealth Advisors, Inc.2,920$279K0.02%-32813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,872$274K0.01%new13F-HR/ATimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,864$273K0.02%-813F-HRTimelineGroup
Centennial Wealth Advisory LLC2,842$271K0.11%+75513F-HRTimeline
Axis Wealth Partners, LLC2,822$269K0.23%13F-HRTimeline
Broadview Financial Management, LLC2,805$268K0.19%+3813F-HRTimeline
OFC FINANCIAL PLANNING, LLC2,783$266K0.28%13F-HRTimeline
BEACON FINANCIAL GROUP2,754$263K0.03%013F-HRTimeline
Allworth Financial LP2,691$260K<0.01%+2,52513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,705$258K<0.01%-27013F-HRTimelineGroup
Balefire, LLC2,692$258K0.09%+13113F-HRTimeline