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Disclosery

SJNK SPDR SERIES TRUST

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ST TERM HIGH ETF (fund)

378 managers (382 13F filers) reported a position in SJNK shares at 2024-12-31, 132,651,689 shares in all. 45 filers opened a position and 39 filers sold out during the quarter.

Managers
378
13F filers
382
New
45
Added
156
Reduced
97
Sold out
39
Shares held by filers
132,651,689

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,554,991$314M0.08%+5,600,32313F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC7,848,992$198M5.71%+379,46413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding6,068,040$153M+488,034Timeline
Ilmarinen Mutual Pension Insurance Co5,461,703$138M1.18%-13,900,00013F-HRTimeline
Ocean Park Asset Management, LLC4,828,700$122M4.15%013F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…4,689,415$118M0.48%013F-HRTimelineGroup
LPL Financial LLC3,669,070$92.6M0.04%+263,53213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,532,518$89.2M0.02%-129,23913F-HRTimelineGroup
Clark Capital Management Group, Inc.2,990,107$75.5M0.53%+110,34913F-HRTimeline
Wealthfront Advisers LLC2,966,834$74.9M0.22%+502,39913F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…2,850,416$72M1.96%+113,37813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,793,596$70.5M+25,559Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,747,974$69.4M0.06%+392,46513F-HRTimelineGroup
Horizon Wealth Management, LLC2,663,821$67.3M11.7%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,485,569$62.8M0.01%+259,08313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,355,399$59.5M<0.01%+471,62413F-HR/ATimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,314,800$58.4M0.06%+1,743,60013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,134,135$53.9M0.01%+2,122,03713F-HRTimelineGroup
Aristotle Pacific Capital, LLCin group ARISTOTLE INVESTMENT SERVICES…1,957,050$49.4M15.48%-316,58113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,767,127$44.6M0.12%+103,93613F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…1,652,814$41.8M0.56%+268,82813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,605,541$40.5M0.01%+132,26813F-HRTimelineGroup
Berkshire Money Management, Inc.1,598,956$40.4M4.39%+89,46613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,526,548$38.5M2.26%+58,36213F-HRTimeline
Advisors Capital Management, LLC1,488,189$37.6M0.59%+10,82613F-HRTimeline
iA Global Asset Management Inc.1,465,200$37M0.65%-89,60013F-HRTimeline
Kensington Asset Management, LLC1,450,000$36.6M2.15%-262,50013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,394,700$35.2M0.07%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,142,426$28.8M0.01%-5,49713F-HRTimelineGroup
Cornerstone National Bank & Trust Co1,134,956$28.7M13.16%+133,23513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,085,976$27.4M0.04%-745,13613F-HRTimelineGroup
Essex LLC1,052,465$26.6M5.58%+22,02113F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…1,000,000$25.2M0.05%013F-HRTimeline
Financial Partners Group, Inc888,084$22.4M3.27%+161,39113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO869,226$21.9M<0.01%-850,46213F-HRTimelineGroup
ZEGA Investments, LLC840,249$21.5M6.36%13F-HRTimeline
SAM Advisors, LLC863,664$20.7M7.48%+658,07213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.818,179$20.7M0.05%-59,15313F-HR/ATimelineGroup
RENAISSANCE TECHNOLOGIES LLC814,800$20.6M0.03%-155,25513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC756,189$19.1M0.01%13F-HR/ATimelineGroup
Employees' Retirement Fund of the City …726,800$18.4M8.56%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP709,683$17.9M0.02%-6,68613F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.706,526$17.8M2.43%+132,59513F-HRTimeline
1832 Asset Management L.P.678,884$17.1M0.03%-22,65413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP662,589$16.7M0.03%-27,04513F-HRTimelineGroup
Good Life Advisors, LLC653,915$16.5M1.2%+64,01413F-HRTimeline
Matthew Goff Investment Advisor, LLC565,005$14.3M2.65%+80,28513F-HRTimeline
HighTower Advisors, LLC534,077$13.5M0.02%+55,74713F-HRTimeline
CWM, LLCin group CWM, LLC525,754$13.3M0.06%+48,52913F-HRTimelineGroup
Union Bancaire Privee, UBP SA510,000$12.9M0.22%13F-HR/ATimeline
AMJ Financial Wealth Management491,391$12.4M3.44%new13F-HRTimeline
DAVENPORT & Co LLC485,462$12.3M0.07%-52,61013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC481,581$12.2M0.87%-24,78013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC465,229$11.7M0.1%new13F-HRTimelineGroup
Curran Financial Partners, LLC452,177$11.4M3%+47,33313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD438,000$11.1M0.03%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC421,893$10.7M0.02%-114,64613F-HRTimelineGroup
Merit Financial Group, LLC421,213$10.6M0.19%-1,34413F-HRTimeline
&PARTNERS413,975$10.5M0.13%+108,58513F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.412,062$10.4M0.72%-7,79013F-HRTimelineGroup
Cetera Investment Advisers405,452$10.2M0.02%+87,61313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …405,000$10.2M0.02%013F-HRTimelineGroup
Janney Montgomery Scott LLC371,304$9.38M0.03%+69013F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …360,000$9.09M0.01%-52,98513F-HRTimelineGroup
Echo45 Advisors LLC334,704$8.49M5.58%-95,03213F-HRTimeline
Sanctuary Advisors, LLC327,722$8.39M0.05%+26,29813F-HRTimeline
Certified Advisory Corp328,119$8.28M0.9%+7,42913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC326,441$8.24M0.08%+67,41813F-HRTimelineGroup
IRONWOOD WEALTH MANAGEMENT, INC.312,586$7.89M3.89%+10,80113F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …302,333$7.63M1.15%+11,39713F-HRTimeline
Caldwell Trust Co301,580$7.61M0.8%+23,59513F-HRTimeline
Great Lakes Retirement, Inc.299,710$7.57M0.98%+3,64913F-HRTimeline
Waterloo Capital, L.P.288,376$7.28M0.77%+23,49713F-HRTimeline
Little Harbor Advisors, LLC285,663$7.21M4.26%+15,03013F-HRTimeline
Disciplined Investments, LLC281,015$7.1M3.5%-15613F-HRTimeline
Sterling Manor Financial, LLC270,544$6.83M4.76%+2,14913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC270,459$6.83M0.06%+25,26313F-HRTimelineGroup
Sequoia Financial Advisors, LLC267,536$6.76M0.07%new13F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.261,544$6.6M0.06%+67,56813F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC259,285$6.55M0.93%-154,10713F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP259,164$6.54M0.01%+140,16413F-HRTimelineGroup
Clearstead Advisors, LLC258,311$6.52M0.1%-143,99013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT256,550$6.48M0.48%-2,12713F-HRTimeline
Kingsview Wealth Management, LLC244,464$6.17M0.12%+48,95713F-HRTimeline
Sound Income Strategies, LLC243,689$6.15M0.38%+11,69613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC240,843$6.08M0.01%+103,41013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding240,014$6.06M-4,024Timeline
Steward Partners Investment Advisory, L…236,005$5.96M0.05%+94,37013F-HRTimeline
MGO ONE SEVEN LLC234,474$5.92M0.23%+133,51913F-HRTimeline
Atria Investments, Inc218,880$5.53M0.07%-87,81913F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…213,691$5.4M0.46%+21,26113F-HRTimelineGroup
Sharper & Granite LLC212,215$5.36M2.36%+13,77513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…211,576$5.34M2.02%+42,19113F-HRTimeline
Missouri Trust & Investment Co209,076$5.28M1.85%+4,38313F-HRTimeline
Western Asset Management Company, LLC192,650$4.86M7.73%013F-HRTimeline
Creative Planningin group Creative Planning190,432$4.81M<0.01%+4,27613F-HRTimelineGroup
ADELL HARRIMAN & CARPENTER INC184,385$4.66M0.32%013F-HRTimeline
World Investment Advisors178,356$4.5M0.12%+2,27713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding177,160$4.47M-21,287Timeline
CENTAURUS FINANCIAL, INC.177,063$4.47M0.27%+3,78113F-HRTimeline
Guardian Wealth Advisors, LLC163,511$4.13M2.65%-10,81113F-HRTimeline
OLD MISSION CAPITAL LLC157,119$3.97M0.09%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…156,846$3.96M<0.01%+36,72713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC156,324$3.95M0.01%+27,03113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…156,170$3.94M0.2%-1,87713F-HRTimeline
Blue Capital, Inc.155,413$3.92M2.77%13F-HRTimeline
SYKON CAPITAL LLC152,086$3.84M1.32%+42,31313F-HRTimeline
Avos Capital Management, LLC185,720$3.72M3.01%13F-HRTimeline
BayBridge Capital Group, LLC143,879$3.63M2.64%+3,59313F-HRTimeline
HRT FINANCIAL LP140,546$3.55M0.02%new13F-HRTimeline
Transform Wealth, LLC138,320$3.49M0.19%new13F-HRTimeline
Cambridge Investment Research Advisors,…136,539$3.45M0.01%+73,44213F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC135,322$3.42M0.62%+32,38213F-HRTimelineGroup
TrueWealth Advisors, LLC133,613$3.37M1.13%+4,03813F-HRTimeline
Axos Invest Inc.132,165$3.34M2.43%-1,20413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/129,915$3.28M<0.01%-22,80513F-HRTimelineGroup
PFG Advisors128,797$3.25M0.2%+19,72713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…125,896$3.18M0.01%new13F-HR/ATimeline
Hidden Cove Wealth Management, LLC124,064$3.13M2.54%13F-HRTimeline
First National Trust Co122,415$3.09M0.12%-1,75113F-HRTimeline
Visionary Wealth Advisors116,768$2.95M0.17%+11,68713F-HRTimeline
LFA - Lugano Financial Advisors SA116,327$2.94M1.92%+1,44313F-HRTimeline
SURIENCE PRIVATE WEALTH LLC108,502$2.74M3.54%new13F-HRTimeline
AE Wealth Management LLC107,165$2.71M0.02%+8,96513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\105,000$2.65M<0.01%013F-HR/ATimelineGroup
Brendel Financial Advisors LLC101,498$2.56M1.55%-10,01013F-HRTimeline
Global Assets Advisory, LLC100,622$2.55M1.41%-7,45413F-HRTimeline
Great Diamond Partners, LLC98,263$2.48M0.64%-1013F-HRTimeline
CFC Planning Co LLC95,296$2.41M2.58%13F-HRTimeline
Baker Avenue Asset Management, LP91,549$2.31M0.07%-16,71013F-HRTimeline
Snowden Capital Advisors LLC89,416$2.26M0.07%+1,40713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC88,884$2.24M0.06%+15,10813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA88,018$2.22M<0.01%+2,23313F-HRTimelineGroup
Global Retirement Partners, LLC86,237$2.18M0.06%+13,97113F-HRTimeline
Sunflower Bank, N.A.78,666$1.99M0.55%-2,19113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS78,168$1.97M<0.01%+72,80413F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC77,353$1.95M0.52%-2,74713F-HRTimeline
Private Advisor Group, LLC74,688$1.89M0.01%-147,50113F-HRTimeline
Hobart Private Capital, LLC73,807$1.86M0.46%-18,28813F-HRTimeline
Sowell Financial Services LLC72,726$1.84M0.1%+15,47213F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC70,539$1.78M0.84%new13F-HRTimeline
Altus Wealth Management, LLC69,229$1.75M0.78%+10,61313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.68,000$1.72M<0.01%new13F-HRTimelineGroup
WealthCare Investment Partners, LLC66,516$1.68M0.73%-19,28113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.66,221$1.67M<0.01%new13F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC65,975$1.67M0.22%-62,11513F-HRTimeline
Coppell Advisory Solutions LLC63,982$1.62M0.23%+12,51913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.63,975$1.62M0.02%+10,10713F-HRTimelineGroup
SAPIENT CAPITAL LLC63,475$1.6M0.03%new13F-HRTimeline
Crabel Capital Management, LLC62,696$1.58M5.14%-277,62413F-HRTimeline
IAG Wealth Partners, LLC60,805$1.54M0.27%+1,54113F-HRTimeline
Rosenberg Matthew Hamilton58,259$1.47M0.38%+23913F-HRTimeline
KG Capital Management57,545$1.45M0.47%+47513F-HRTimeline
Atria Wealth Solutions, Inc.56,599$1.43M0.02%+24,70813F-HRTimeline
Allworth Financial LP55,102$1.41M0.01%-6,89913F-HRTimeline
Balefire, LLC55,149$1.4M0.48%-8,41413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …54,648$1.38M0.08%+2,64813F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC53,805$1.36M0.03%+14,88913F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC52,292$1.32M0.03%-5,11813F-HRTimelineGroup
WEALTHGARDEN F.S. LLC51,747$1.31M1.22%+9,54213F-HRTimeline
Csenge Advisory Group51,372$1.3M0.07%-3,70913F-HRTimeline
CARDIFF PARK ADVISORS, LLC51,190$1.29M0.12%+14,46913F-HRTimeline
RWA WEALTH PARTNERS, LLC51,170$1.29M0.02%-2,00013F-HRTimeline
Private Wealth Group, LLC50,980$1.29M0.63%-1,48213F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC50,329$1.27M0.47%+5,82313F-HRTimeline
Smithfield Trust Co49,036$1.24M0.06%013F-HRTimeline
IHT Wealth Management, LLC48,974$1.24M0.04%-49,19613F-HRTimeline
Eldridge Investment Advisors, Inc.47,495$1.2M0.28%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…45,587$1.15M<0.01%-1,76313F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC45,293$1.14M0.19%+113F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC44,700$1.13M<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV44,693$1.13M<0.01%+7,57913F-HRTimeline
COMERICA BANK43,920$1.11M<0.01%+8,65013F-HR/ATimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC42,750$1.08M0.28%013F-HRTimeline
Everstar Asset Management, LLC42,076$1.06M0.75%-4,90013F-HRTimeline
SHENKMAN CAPITAL MANAGEMENT INC42,040$1.06M0.09%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC41,276$1.04M0.05%013F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC40,685$1.03M0.56%-99513F-HRTimeline
EWG Elevate Inc.40,510$1.02M0.31%+13,25013F-HRTimeline
Strategic Blueprint, LLC38,538$973K0.06%+1,31313F-HRTimeline
Summit Wealth Partners, LLC38,285$967K0.2%+94213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO37,543$948K0.22%+513F-HRTimeline
FINANCIAL COUNSELORS INC37,420$945K0.01%-88413F-HRTimeline
WT Wealth Management36,666$926K0.29%-3,91013F-HRTimeline
Bogart Wealth, LLC36,204$914K0.04%-36,63213F-HRTimeline
High Net Worth Advisory Group LLC36,000$909K0.25%+1,00013F-HRTimeline
INSIGHT 2811, INC.35,242$890K0.46%+47013F-HRTimeline
Capital Advisors, Ltd. LLC35,064$885K0.11%013F-HRTimeline
WIN ADVISORS, INC35,024$884K0.43%new13F-HRTimeline
FULLCIRCLE WEALTH LLC34,564$881K0.36%+34013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.34,908$881K0.01%+98113F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.34,089$861K0.39%+5,69013F-HRTimeline
Nicholas Wealth, LLC.33,018$833K0.45%-3,31013F-HRTimeline
NewEdge Advisors, LLC32,850$829K<0.01%+30,48113F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …32,000$808K0.1%-18,00013F-HRTimelineGroup
Gladstone Institutional Advisory LLC31,978$807K0.04%new13F-HRTimeline
Trivium Point Advisory, LLC31,081$785K0.1%-1,33413F-HRTimeline
Opulen Financial Group LLC30,593$772K0.7%13F-HRTimeline
ROCKLAND TRUST CO30,273$764K0.04%+21713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC30,070$760K0.03%+7,60713F-HRTimelineGroup