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Spdr Short-term High Yield mf shares owned by Perspective Wealth Advisors

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

Historical chart of Perspective Wealth Advisors 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 Perspective Wealth Advisors 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 Perspective Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.5M 340k 24.98

More positions owned by Perspective Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (SJNK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Fundamental Emer (FNDE)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Legg Mason Etf Invt Franklin Us Low (LVHD)

View all positions for Perspective Wealth Advisors

Top funds holding Spdr Short-term High Yield mf

Ameriprise Financial
LPL Financial
Grimes & Company
Wealthfront Advisers
Wells Fargo & Company
iA Global Asset Management
Neuberger Berman Group
Clark Capital Management Group
Sumitomo Mitsui Financial
Assetmark
Envestnet Asset Management
Tower Research Capital
Nuveen
Berkshire Money Management
Sigma Investment Counselors

View all funds holding Spdr Short-term High Yield mf