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

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

Historical chart of Moulton 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 Moulton 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 Moulton Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.8M 383k 25.60
2025-06-30 $11M 441k 25.40
2025-03-31 $3.1M 124k 25.16

More positions owned by Moulton Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Goldman Sachs Physical Gold Unit (AAAU)
Vaneck Etf Trust Gold Miners Etf (GDX)
Select Sector Spdr Tr Technology (XLK)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Expnd Tec Sc Etf (IGM)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr China Lg-cap Etf (FXI)

View all positions for Moulton 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