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Spdr Short-term High Yield mf shares owned by Gradient Capital Advisors

Quarter-by-quarter ownership of Spdr Short-term High Yield mf (SJNK) shares owned by Gradient Capital Advisors from 13F filings

Historical chart of Gradient Capital Advisors investment in Spdr Short-term High Yield mf

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All positions including Spdr Short-term High Yield mf held by Gradient Capital Advisors 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 Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $284k 11k 25.22
2023-12-31 $927k 37k 25.14
2023-09-30 $280k 11k 24.46
2023-06-30 $283k 11k 24.70
2023-03-31 $284k 11k 24.84
2022-12-31 $272k 11k 24.24
2022-09-30 $696k 29k 23.79
2022-06-30 $671k 28k 24.13
2022-03-31 $799k 30k 26.25
2021-12-31 $826k 30k 27.14
2021-09-30 $834k 30k 27.40
2021-06-30 $826k 30k 27.57
2020-03-31 $202k 8.6k 23.59
2019-12-31 $234k 8.7k 26.99
2019-09-30 $247k 9.1k 27.02
2019-06-30 $271k 9.9k 27.27
2019-03-31 $309k 11k 27.26
2018-12-31 $346k 13k 26.03
2018-09-30 $344k 13k 27.61
2018-06-30 $347k 13k 27.30
2018-03-31 $393k 14k 27.37
2017-12-31 $429k 16k 27.54

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Schwab International Equity Etf Etf (SCHF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Schwab U.s. Large-cap Etf Etf (SCHX)
Microsoft Corp Stock (MSFT)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Jpmorgan Chase & Co Stock (JPM)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Large-cap Etf Etf (VV)

View all positions for Gradient Capital Advisors

Top funds holding Spdr Short-term High Yield mf

Ilmarinen Mutual Pension Insurance
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
State of New Jersey Common Pension Fund D

View all funds holding Spdr Short-term High Yield mf