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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
2025-09-30 $8.0M 314k 25.60
2025-06-30 $8.3M 328k 25.48
2025-03-31 $7.9M 314k 25.16
2024-12-31 $7.3M 288k 25.25
2024-09-30 $6.8M 265k 25.75
2024-06-30 $6.2M 249k 24.97
2024-03-31 $6.8M 270k 25.22

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Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Apple (AAPL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)

View all positions for Waterloo Capital

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