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Spdr Short-term High Yield mf shares owned by Cypress Financial Planning

Quarter-by-quarter ownership of Spdr Short-term High Yield mf (SJNK) shares owned by Cypress Financial Planning from 13F filings

Historical chart of Cypress Financial Planning investment in Spdr Short-term High Yield mf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Short-term High Yield mf held by Cypress Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Short-term High Yield mf by Cypress Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 51k 25.22
2023-12-31 $1.2M 49k 24.97
2023-09-30 $1.2M 47k 24.46
2023-06-30 $999k 41k 24.53
2023-03-31 $974k 40k 24.65
2022-12-31 $882k 36k 24.28
2022-09-30 $911k 38k 23.79
2022-06-30 $788k 33k 24.13

More positions owned by Cypress Financial Planning

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Specialized Funds Div App Etf (VIG)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Morgan Stanley Com New (MS)
Discover Financial Services (DFS)

View all positions for Cypress Financial Planning

Top funds holding Spdr Short-term High Yield mf

Ilmarinen Mutual Pension Insurance
State of New Jersey Common Pension Fund D
Grimes & Company
Wright Fund Managment
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Wells Fargo & Company
Bank of America Corporation
Wealthfront Advisers
Kensington Asset Management
Jpmorgan Chase & Co
Neuberger Berman Group
Pacific Asset Management
Global Assets Advisory
Assetmark
UBS Group

View all funds holding Spdr Short-term High Yield mf