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Spdr Short-term High Yield mf shares owned by Heritage Oak Wealth Advisors

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

Historical chart of Heritage Oak Wealth Advisors 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 Heritage Oak Wealth 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 Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 71k 25.60
2025-06-30 $1.8M 71k 25.48
2025-03-31 $1.8M 72k 25.16
2024-12-31 $1.8M 71k 25.25
2024-06-30 $1.7M 69k 24.97