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Spdr Short-term High Yield mf shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.2M 249k 24.97
2024-03-31 $6.8M 270k 25.22

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Apple (AAPL)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)

View all positions for Waterloo Capital

Top funds holding Spdr Short-term High Yield mf

Ilmarinen Mutual Pension Insurance
Grimes & Company
Angeles Investment
Wright Fund Managment
State of New Jersey Common Pension Fund D
Wells Fargo & Company
LPL Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Envestnet Asset Management
Wealthfront Advisers
Neuberger Berman Group
Bank of America Corporation
Pacific Asset Management
Jane Street
Jpmorgan Chase & Co

View all funds holding Spdr Short-term High Yield mf