Ownership history in Signify Wealth · 6 quarters on record
This page tracks every 13F SEC filing in which Signify Wealth 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | REDUCED | 7,896 | -10,581 | -57.3% | 0.25% | $203K | $23.13 |
| 2024 Q2 | REDUCED | 18,477 | -1,270 | -6.4% | 0.66% | $461K | $22.02 |
| 2024 Q1 | REDUCED | 19,747 | -24,591 | -55.5% | 0.83% | $498K | $21.82 |
| 2023 Q4 | REDUCED | 44,338 | -135,379 | -75.3% | 1.68% | $1.1M | $21.48 |
| 2023 Q3 | REDUCED | 179,717 | -398,978 | -68.9% | 5.91% | $4.4M | $20.37 |
| 2023 Q2 | INITIATED | 578,695 | — | — | 12.32% | $14.3M | $20.20 |
As of 2025 Q4 — sorted by position size