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

Spdr Short-term High Yield mf shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of Spdr Short-term High Yield mf (SJNK) 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 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 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 Short-term High Yield mf by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.5M 291k 25.75
2024-06-30 $6.5M 260k 24.97
2024-03-31 $6.8M 269k 25.22
2023-12-31 $6.4M 255k 25.14
2023-09-30 $7.9M 323k 24.46
2023-06-30 $8.0M 323k 24.70
2023-03-31 $8.1M 325k 24.84
2022-12-31 $8.2M 339k 24.24
2022-09-30 $6.2M 262k 23.78
2022-06-30 $14M 577k 24.12
2022-03-31 $13M 510k 26.24
2021-12-31 $12M 437k 27.15
2021-09-30 $12M 438k 27.39
2021-06-30 $12M 428k 27.58
2021-03-31 $13M 483k 27.33
2020-12-31 $13M 466k 26.95
2020-09-30 $12M 449k 25.87
2020-06-30 $11M 434k 25.20
2020-03-31 $11M 449k 23.56
2019-12-31 $12M 446k 26.94
2019-09-30 $11M 390k 27.01
2019-06-30 $10M 373k 27.23
2019-03-31 $10M 367k 27.25
2018-12-31 $10M 382k 26.03
2018-09-30 $10M 370k 27.59
2018-06-30 $11M 385k 27.29
2018-03-31 $10M 378k 27.37
2017-12-31 $9.0M 326k 27.56
2017-09-30 $9.3M 332k 27.97
2017-06-30 $9.0M 324k 27.97
2017-03-31 $9.1M 326k 27.96
2016-12-31 $8.9M 320k 27.68
2016-09-30 $8.7M 315k 27.69
2016-06-30 $7.3M 269k 26.99
2016-03-31 $5.2M 202k 25.82
2015-12-31 $4.3M 167k 25.69
2015-09-30 $3.8M 142k 26.94
2015-06-30 $3.4M 119k 28.91
2015-03-31 $2.8M 96k 29.19
2014-12-31 $1.7M 60k 28.91
2014-09-30 $1.5M 50k 29.93
2014-06-30 $588k 19k 30.95
2014-03-31 $393k 13k 30.94
2013-12-31 $69k 2.3k 30.67

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)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Short (SPSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core High Dv Etf (HDV)
Bank of America Corporation (BAC)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Texas Pacific Land Corp (TPL)

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

Top funds holding Spdr Short-term High Yield mf

Ilmarinen Mutual Pension Insurance
Grimes & Company
Angeles Investment
Wright Fund Managment
State of New Jersey Common Pension Fund D
Wells Fargo & Company
LPL Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Envestnet Asset Management
Wealthfront Advisers
Neuberger Berman Group
Bank of America Corporation
Pacific Asset Management
Jane Street
Jpmorgan Chase & Co

View all funds holding Spdr Short-term High Yield mf