SJNK β€” SPDR SER TR

Ownership history in HOWE & RUSLING INC  Β·  3 quarters on record

AI Ownership Summary

HOWE & RUSLING INC reported SPDR SER TR (SJNK) in 3 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows SJNK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SJNK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HOWE & RUSLING INC's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SJNK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HOWE & RUSLING INC held SJNK β€” position size vs. price
% of Fund (quarterly)    SJNK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 493 β€” 0% 0.00% $13K 2025-11-05 $24.54
2025 Q2 ADDED 493 +457 +1269.4% 0.00% $13K 2025-08-12 $24.25
2023 Q4 INITIATED 36 β€” β€” 0.00% $906 2024-02-06 $21.43

🏒 Other funds also holding SJNK

As of 2026 Q1 β€” sorted by position size

Crumly & Associates Inc. 3Y 0.04% BEACON FINANCIAL GROUP 3Y 7Y 0.04%

FAQ About HOWE & RUSLING INC and SJNK

These are the practical questions this page is built to answer before you even open the full history table.

How long has HOWE & RUSLING INC reported owning SJNK?

HOWE & RUSLING INC reported SJNK across 3 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SJNK position in HOWE & RUSLING INC's portfolio?

The largest reported portfolio weight for SJNK was 0.00% in 2025 Q2.

What is the latest reported SJNK position on this page?

The most recent filing on this page is 2025 Q3, when HOWE & RUSLING INC reported 493 shares, equal to 0.00% of portfolio, with an estimated market value of $13K.

What does the chart on this SJNK ownership page compare?

The chart compares HOWE & RUSLING INC's quarterly SJNK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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