Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

Spdr Bloomberg Barclays High Yield Bond Etf etf shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in Spdr Bloomberg Barclays High Yield Bond Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Bloomberg Barclays High Yield Bond Etf etf held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Bloomberg Barclays High Yield Bond Etf etf by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 14k 94.73
2023-09-30 $1.5M 17k 90.40
2023-06-30 $1.6M 17k 92.03
2023-03-31 $1.7M 19k 92.82
2022-12-31 $1.9M 21k 90.00
2022-09-30 $1.7M 19k 87.86
2022-06-30 $3.2M 36k 90.72
2022-03-31 $3.9M 38k 102.49
2021-12-31 $6.7M 62k 108.57
2021-09-30 $6.8M 62k 109.36
2021-06-30 $6.8M 62k 109.95
2021-03-31 $7.0M 64k 108.81
2020-12-31 $7.8M 71k 108.93
2020-09-30 $8.0M 76k 104.27
2020-06-30 $7.7M 76k 101.16
2020-03-31 $7.2M 76k 94.74
2019-12-31 $8.4M 77k 109.53
2019-09-30 $8.2M 76k 108.74
2019-06-30 $6.6M 61k 108.95

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core High Dv Etf (HDV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding Spdr Bloomberg Barclays High Yield Bond Etf etf

Goldman Sachs Group
Wright Fund Managment
Wells Fargo & Company
Assetmark
Mitsubishi UFJ Asset Management
Bank of New York Mellon
Kensington Asset Management
Jpmorgan Chase & Co
United Capital Financial Advisers
Bank of America Corporation
British Columbia Investment Management Corporation
Advisor Group Holdings
Man Group
Royal Bank of Canada
Jane Street

View all funds holding Spdr Bloomberg Barclays High Yield Bond Etf etf