Skip to content
Disclosery

SJNK SPDR SERIES TRUST

Follow

ST TERM HIGH ETF (fund)

375 managers (378 13F filers) reported a position in SJNK shares at 2025-03-31, 130,571,535 shares in all. 45 filers opened a position and 48 filers sold out during the quarter.

Managers
375
13F filers
378
New
45
Added
177
Reduced
96
Sold out
48
Shares held by filers
130,571,535

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC18,679,447$474M0.13%+6,124,45613F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC8,158,438$205M6.35%+309,44613F-HRTimeline
Ocean Park Asset Management, LLC5,311,500$134M4.74%+482,80013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding4,968,526$125M-1,099,514Timeline
LPL Financial LLC4,612,610$116M0.05%+943,54013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,240,560$107M0.03%+708,04213F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…4,089,415$103M0.46%-600,00013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,757,056$94.5M0.08%+1,009,08213F-HRTimelineGroup
Wealthfront Advisers LLC3,267,659$82.2M0.22%+300,82513F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,004,022$75.6M1.95%+153,60613F-HRTimeline
Clark Capital Management Group, Inc.2,919,056$73.4M0.53%-71,05113F-HRTimeline
Horizon Wealth Management, LLC2,777,384$69.9M11.78%+113,56313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,713,269$68.3M-80,327Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,502,344$63M0.01%+16,77513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,124,960$53.5M<0.01%-230,43913F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…1,916,482$48.2M0.88%+263,66813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,876,516$47.2M0.13%+109,38913F-HRTimelineGroup
Berkshire Money Management, Inc.1,668,047$42M4.71%+69,09113F-HRTimeline
Advisors Capital Management, LLC1,577,006$39.7M0.61%+88,81713F-HRTimeline
Aristotle Pacific Capital, LLCin group ARISTOTLE INVESTMENT SERVICES…1,531,898$38.5M12.69%-425,15213F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,524,312$38.4M2.35%-2,23613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,492,593$37.6M0.01%-112,94813F-HRTimelineGroup
Kensington Asset Management, LLC1,450,000$36.5M3.83%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,394,700$34.9M0.08%013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,164,256$29.3M0.01%+21,83013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC1,141,500$28.7M0.04%+326,70013F-HRTimeline
Cornerstone National Bank & Trust Co1,129,161$28.4M12.71%-5,79513F-HRTimeline
Essex LLC1,089,147$27.4M5.94%+36,68213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,004,347$25.3M<0.01%+135,12113F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…1,000,000$25.2M0.06%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC866,837$21.8M0.01%+110,64813F-HRTimelineGroup
ZEGA Investments, LLC841,597$21.2M6.22%+1,34813F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.804,101$20.2M2.75%+97,57513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP747,672$18.8M0.03%+85,08313F-HRTimelineGroup
Employees' Retirement Fund of the City …726,800$18.3M9%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP719,085$18.1M0.02%+9,40213F-HRTimelineGroup
Good Life Advisors, LLC707,576$17.8M1.25%+53,66113F-HRTimeline
1832 Asset Management L.P.680,063$17.1M0.03%+1,17913F-HRTimeline
HighTower Advisors, LLC614,554$15.5M0.02%+80,47713F-HRTimeline
AMJ Financial Wealth Management575,648$14.5M4.34%+84,25713F-HRTimeline
CWM, LLCin group CWM, LLC572,230$14.4M0.06%+46,47613F-HRTimelineGroup
Matthew Goff Investment Advisor, LLC571,434$14.4M2.65%+6,42913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…537,069$13.5M0.01%+380,22313F-HRTimelineGroup
Mason & Associates Inc515,464$13M3.22%new13F-HRTimeline
DAVENPORT & Co LLC515,130$13M0.08%+29,66813F-HRTimeline
Curran Financial Partners, LLC506,137$12.7M3.13%+53,96013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC475,066$12M0.86%-6,51513F-HRTimeline
Merit Financial Group, LLC474,980$12M0.18%+53,76713F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD453,944$11.4M0.03%+15,94413F-HRTimelineGroup
Financial Partners Group, Inc450,731$11.3M1.75%-437,35313F-HRTimeline
Cetera Investment Advisers430,806$10.8M0.02%+25,35413F-HRTimeline
Mariner, LLCin group Mariner, LLC423,941$10.7M0.02%+2,04813F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…412,701$10.4M0.1%new13F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.410,843$10.3M0.75%-1,21913F-HRTimelineGroup
Janney Montgomery Scott LLC381,668$9.6M0.03%+10,36413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC370,459$9.32M0.11%+44,01813F-HRTimelineGroup
Global Assets Advisory, LLC365,884$9.01M1.7%+265,26213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.355,604$8.95M0.02%-462,57513F-HRTimelineGroup
Sanctuary Advisors, LLC354,951$8.93M0.06%+27,22913F-HRTimeline
&PARTNERS352,555$8.86M0.09%-61,42013F-HRTimeline
Certified Advisory Corp340,524$8.57M0.97%+12,40513F-HRTimeline
Advisory Alpha, LLC332,048$8.35M0.28%new13F-HR/ATimeline
GTS SECURITIES LLC331,094$8.33M0.36%new13F-HRTimeline
Echo45 Advisors LLC330,937$8.33M5.57%-3,76713F-HRTimeline
Disciplined Investments, LLC327,608$8.24M3.79%+46,59313F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …323,014$8.13M1.24%+20,68113F-HRTimeline
Caldwell Trust Co317,030$7.98M0.86%+15,45013F-HRTimeline
Waterloo Capital, L.P.313,572$7.89M0.73%+25,19613F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.322,852$7.86M4.1%+10,26613F-HRTimeline
Great Lakes Retirement, Inc.309,492$7.79M1.02%+9,78213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.308,202$7.75M0.12%+244,22713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.299,490$7.54M0.07%+37,94613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC298,582$7.51M0.07%+28,12313F-HRTimelineGroup
Little Harbor Advisors, LLC285,663$7.19M4.43%013F-HRTimeline
SHENKMAN CAPITAL MANAGEMENT INC280,040$7.05M0.72%+238,00013F-HRTimeline
Sterling Manor Financial, LLC279,921$7.04M5.03%+9,37713F-HRTimeline
49 WEALTH MANAGEMENT, LLC274,764$6.91M0.83%+15,47913F-HRTimeline
OLD MISSION CAPITAL LLC266,156$6.7M0.13%+109,03713F-HRTimeline
Clearstead Advisors, LLC265,977$6.69M0.1%+7,66613F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT260,755$6.56M0.49%+4,20513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…252,110$6.34M2.25%+40,53413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC250,800$6.31M0.01%+9,95713F-HRTimeline
Kingsview Wealth Management, LLC248,700$6.26M0.12%+4,23613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.246,000$6.19M0.01%-2,068,80013F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…243,523$6.13M0.52%+29,83213F-HRTimelineGroup
Sound Income Strategies, LLC237,083$5.97M0.35%-6,60613F-HRTimeline
Sharper & Granite LLC234,960$5.91M2.44%+22,74513F-HRTimeline
Virtue Capital Management, LLC232,246$5.84M0.68%new13F-HRTimeline
Steward Partners Investment Advisory, L…231,176$5.82M0.05%-4,82913F-HRTimeline
Baker Avenue Asset Management, LP227,784$5.73M0.18%+136,23513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\225,000$5.66M<0.01%+120,00013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding223,931$5.63M-16,083Timeline
SAM Advisors, LLC220,565$5.55M2.08%-643,09913F-HRTimeline
Missouri Trust & Investment Co215,430$5.42M1.9%+6,35413F-HRTimeline
Atria Investments, Inc212,493$5.35M0.07%-6,38713F-HRTimeline
MML INVESTORS SERVICES, LLC209,548$5.27M0.02%+53,22413F-HRTimeline
Creative Planningin group Creative Planning196,364$4.94M<0.01%+5,93213F-HRTimelineGroup
World Investment Advisors195,718$4.92M0.13%+17,36213F-HRTimeline
Western Asset Management Company, LLC192,650$4.85M10.16%013F-HRTimeline
Sequoia Financial Advisors, LLC190,251$4.79M0.04%-77,28513F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding186,281$4.69M+9,121Timeline
ADELL HARRIMAN & CARPENTER INC182,049$4.58M0.35%-2,33613F-HRTimeline
CENTAURUS FINANCIAL, INC.178,157$4.48M0.27%+1,09413F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC175,104$4.41M0.83%+39,78213F-HRTimelineGroup
PFG Advisors171,581$4.32M0.24%+42,78413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.166,956$4.2M<0.01%+98,95613F-HRTimelineGroup
Union Bancaire Privee, UBP SA159,600$4.01M0.08%-350,40013F-HRTimeline
Guardian Wealth Advisors, LLC153,823$3.87M2.48%-9,68813F-HRTimeline
Visionary Wealth Advisors153,655$3.87M0.23%+36,88713F-HRTimeline
TrueWealth Advisors, LLC153,120$3.85M1.27%+19,50713F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…152,544$3.84M0.2%-3,62613F-HRTimeline
BayBridge Capital Group, LLC150,375$3.78M2.72%+6,49613F-HRTimeline
Hidden Cove Wealth Management, LLC150,050$3.78M2.99%+25,98613F-HRTimeline
EWG Elevate Inc.147,895$3.72M1.41%+107,38513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…147,337$3.71M0.01%new13F-HRTimelineGroup
First National Trust Co139,641$3.51M0.14%+17,22613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/136,152$3.43M<0.01%+6,23713F-HRTimelineGroup
ADG Wealth Management Group, LLC48,627$3.4M3.21%+40,61213F-HRTimeline
SURIENCE PRIVATE WEALTH LLC133,679$3.36M5.87%+25,17713F-HRTimeline
iA Global Asset Management Inc.126,900$3.19M0.05%-1,338,30013F-HRTimeline
Axos Invest Inc.126,291$3.18M2.46%-5,87413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC124,350$3.13M<0.01%-2,009,78513F-HR/ATimelineGroup
MOULTON WEALTH MANAGEMENT, INC124,082$3.12M2.38%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC119,660$3.01M0.08%+30,77613F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC118,150$2.97M0.73%+75,40013F-HRTimeline
LFA - Lugano Financial Advisors SA114,910$2.89M1.97%-1,41713F-HRTimeline
AE Wealth Management LLC111,877$2.81M0.02%+4,71213F-HRTimeline
Crabel Capital Management, LLC109,467$2.75M2.97%+46,77113F-HRTimeline
WT Wealth Management105,656$2.66M0.86%+68,99013F-HRTimeline
Snowden Capital Advisors LLC103,570$2.61M0.08%+14,15413F-HRTimeline
Brendel Financial Advisors LLC102,278$2.57M1.56%+78013F-HRTimeline
Great Diamond Partners, LLC100,170$2.52M0.69%+1,90713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…97,919$2.46M<0.01%-27,97713F-HRTimeline
SYKON CAPITAL LLC91,669$2.31M0.88%-60,41713F-HRTimeline
Gladstone Institutional Advisory LLC85,697$2.16M0.1%+53,71913F-HRTimeline
Generation Capital Management LLC84,575$2.13M1.92%+56,57513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA83,426$2.1M<0.01%-4,59213F-HR/ATimelineGroup
Sowell Financial Services LLC82,090$2.07M0.09%+9,36413F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV81,383$2.05M1.44%new13F-HRTimeline
Altus Wealth Management, LLC81,351$2.05M0.96%+12,12213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS80,473$2.02M<0.01%+2,30513F-HRTimelineGroup
Lionshead Wealth Management, LLC80,110$2.02M2.09%new13F-HRTimeline
Pacer Advisors, Inc.79,365$2M<0.01%new13F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC77,383$1.95M0.55%+3013F-HRTimeline
Sunflower Bank, N.A.76,820$1.93M0.54%-1,84613F-HRTimeline
TOWNSQUARE CAPITAL LLC76,720$1.93M0.02%new13F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC71,862$1.81M0.79%+1,32313F-HRTimeline
Coppell Advisory Solutions LLC71,330$1.79M0.25%+7,34813F-HRTimeline
MGO ONE SEVEN LLC66,194$1.67M0.06%-168,28013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.65,948$1.66M<0.01%-27313F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC65,493$1.65M0.22%-48213F-HRTimeline
SAPIENT CAPITAL LLC63,475$1.6M0.03%013F-HRTimeline
KG Capital Management62,960$1.58M0.51%+5,41513F-HRTimeline
WEALTHGARDEN F.S. LLC62,698$1.58M1.52%+10,95113F-HRTimeline
Private Advisor Group, LLC62,564$1.57M0.01%-12,12413F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC62,497$1.57M0.88%new13F-HR/ATimeline
Balefire, LLC62,192$1.56M0.54%+7,04313F-HRTimeline
Cambridge Investment Research Advisors,…61,751$1.55M0.01%-74,78813F-HRTimeline
Rosenberg Matthew Hamilton58,675$1.48M0.37%+41613F-HRTimeline
WealthCare Investment Partners, LLC59,656$1.47M0.62%-6,86013F-HRTimeline
Transform Wealth, LLC58,169$1.46M0.09%-80,15113F-HRTimeline
Private Wealth Group, LLC57,214$1.44M0.85%+6,23413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC53,805$1.36M0.03%013F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …53,725$1.35M0.08%-92313F-HRTimelineGroup
IAG Wealth Partners, LLC53,009$1.33M0.21%-7,79613F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC51,906$1.31M0.47%+1,57713F-HRTimeline
CARDIFF PARK ADVISORS, LLC51,538$1.3M0.13%+34813F-HRTimeline
COMERICA BANK50,958$1.28M0.01%+7,03813F-HRTimeline
Smithfield Trust Co49,036$1.23M0.06%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP48,197$1.21M<0.01%+32,21613F-HR/ATimelineGroup
Allworth Financial LP47,901$1.2M0.01%-7,20113F-HRTimeline
CFC Planning Co LLC46,445$1.17M1.28%-48,85113F-HR/ATimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…45,955$1.16M0.31%new13F-HRTimelineGroup
IHT Wealth Management, LLC45,703$1.15M0.04%-3,27113F-HRTimeline
RWA WEALTH PARTNERS, LLC45,570$1.15M0.01%-5,60013F-HRTimeline
Advisory Services Network, LLC44,921$1.13M0.02%+21,74413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…44,851$1.13M<0.01%-73613F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC44,700$1.12M<0.01%013F-HRTimelineGroup
Everstar Asset Management, LLC42,076$1.06M0.7%013F-HR/ATimeline
HOWARD WEALTH MANAGEMENT, LLC41,658$1.05M0.58%+97313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC42,824$1.04M0.23%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV40,765$1.03M<0.01%-3,92813F-HRTimeline
Integrated Wealth Concepts LLC40,527$1.02M0.01%+15,04813F-HRTimeline
Hobart Private Capital, LLC38,147$960K0.24%-35,66013F-HRTimeline
COMMONS CAPITAL, LLC37,578$945K0.87%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO37,543$945K0.23%013F-HRTimeline
FINANCIAL COUNSELORS INC37,420$941K0.01%013F-HRTimeline
Bogart Wealth, LLC37,027$932K0.04%+82313F-HRTimeline
High Net Worth Advisory Group LLC36,000$906K0.26%013F-HRTimeline
Chesley Taft & Associates LLC35,550$894K0.04%+10,40013F-HRTimeline
INSIGHT 2811, INC.35,385$890K0.45%+14313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC35,379$890K0.03%+5,30913F-HRTimelineGroup
Capital Advisors, Ltd. LLC35,064$882K0.12%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC34,986$880K0.16%-10,30713F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.34,285$863K0.39%+19613F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.33,927$853K0.01%-98113F-HRTimelineGroup
SAGE FINANCIAL GROUP INC33,522$843K0.07%+3,42813F-HRTimeline
Strategic Blueprint, LLC33,463$842K0.05%-5,07513F-HRTimeline
NewEdge Advisors, LLC33,319$838K<0.01%+46913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\33,219$836K<0.01%+9,56613F-HRTimelineGroup