Spdr Short-term High Yield mf shares owned by Caldwell Trust
Quarter-by-quarter ownership of Spdr Short-term High Yield mf (SJNK) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Spdr Short-term High Yield mf
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Quarterly reported holdings in Spdr Short-term High Yield mf by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.6M | 337k | 25.60 |
| 2021-12-31 | $3.4M | 125k | 27.15 |
| 2021-09-30 | $3.3M | 119k | 27.39 |
| 2021-06-30 | $3.3M | 121k | 27.58 |
| 2021-03-31 | $3.3M | 121k | 27.33 |
| 2020-12-31 | $3.2M | 120k | 26.95 |
| 2020-09-30 | $3.2M | 122k | 25.87 |
| 2020-06-30 | $3.3M | 130k | 25.20 |
| 2020-03-31 | $3.5M | 150k | 23.56 |
| 2019-12-31 | $5.4M | 200k | 26.94 |
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