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Spdr Short-term High Yield mf shares owned by Lakeridge Wealth Management

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

Historical chart of Lakeridge Wealth Management 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 Lakeridge Wealth Management 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 Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $385k 15k 25.60
2025-06-30 $522k 21k 25.48
2025-03-31 $394k 16k 25.16
2024-12-31 $387k 15k 25.25

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Core 1 5 Yr Usd (ISTB)
First Tr Exchange-traded A Com Shs (FNX)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Short Duration F (DFSD)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Lakeridge Wealth Management

Top funds holding Spdr Short-term High Yield mf

Ameriprise Financial
Grimes & Company
LPL Financial
Wells Fargo & Company
iA Global Asset Management
Neuberger Berman Group
State of New Jersey Common Pension Fund D
Wealthfront Advisers
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Clark Capital Management Group
Envestnet Asset Management
RMG Wealth Management
Assetmark
Sumitomo Mitsui Financial
Morgan Stanley

View all funds holding Spdr Short-term High Yield mf