Trevian Wealth Management »

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

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

Historical chart of Trevian 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 Trevian Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Short-term High Yield mf by Trevian Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $843k 33k 25.32

More positions owned by Trevian Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Northeast Bk Lewiston Me (NBN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Trevian Wealth Management

Top funds holding Spdr Short-term High Yield mf

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

View all funds holding Spdr Short-term High Yield mf