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
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)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core High Dv Etf (HDV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

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
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