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

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

Historical chart of Laurel Oak Wealth Management investment in Spdr Short-term High Yield mf

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All positions including Spdr Short-term High Yield mf held by Laurel Oak 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 Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $284k 11k 24.98

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard World Inf Tech Etf (VGT)

View all positions for Laurel Oak Wealth Management

Top funds holding Spdr Short-term High Yield mf

Ameriprise Financial
LPL Financial
Grimes & Company
Wealthfront Advisers
iA Global Asset Management
Wells Fargo & Company
Neuberger Berman Group
Bank of America Corporation
Clark Capital Management Group
Assetmark
Envestnet Asset Management
Tower Research Capital
Morgan Stanley
Shenkman Capital Management
Sumitomo Mitsui Financial

View all funds holding Spdr Short-term High Yield mf