SJNK — SPDR SER TR

Ownership history in EWG Elevate Inc.  ·  8 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in SPDR SER TR (SJNK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.39% (2025 Q1)
Avg. % of fund
0.38%
First filed
2023 Q3
Last filed
2025 Q2
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 REDUCED 47,175 -100,720 -68.1% 0.37% $1.2M $24.19
2025 Q1 ADDED 147,895 +107,385 +265.1% 1.39% $3.7M $23.45
2024 Q4 ADDED 40,510 +13,250 +48.6% 0.31% $1.0M $23.25
2024 Q3 ADDED 27,260 +1,621 +6.3% 0.28% $702K $23.13
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SJNK price (monthly, adj. close)

Other funds also holding SJNK

As of 2025 Q4 — sorted by position size

Crabel Capital Management, LLC 3Y 7Y 6.97% Sterling Manor Financial, LLC 3Y 5.22% Berkshire Money Management, Inc. 3Y 7Y 4.24% GRIMES & Co WEALTH MANAGEMENT, LLC 3Y 7Y 4.16% SHENKMAN CAPITAL MANAGEMENT INC 3Y 7Y 3.96% Blue Capital, Inc. 3.93% Essex LLC 3Y 3.77% IRONWOOD WEALTH MANAGEMENT, INC. 3Y 3.71% Disciplined Investments, LLC 3Y 3.46% Curran Financial Partners, LLC 3Y 3.02%
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