Skip to content
Disclosery

SJNK SPDR SERIES TRUST

Follow

ST TERM HIGH ETF (fund)

413 managers (417 13F filers) reported a position in SJNK shares at 2025-12-31, 130,455,881 shares in all. 44 filers opened a position and 40 filers sold out during the quarter.

Managers
413
13F filers
417
New
44
Added
162
Reduced
128
Sold out
40
Shares held by filers
130,455,881

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC17,454,064$442M0.1%+355,31613F-HRTimelineGroup
iA Global Asset Management Inc.7,069,236$179M2.28%+2,037,40013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC6,868,188$174M4.16%+48,18013F-HRTimeline
LPL Financial LLC6,044,705$153M0.04%+270,06613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,509,926$114M0.02%-531,38913F-HRTimelineGroup
Wealthfront Advisers LLC3,661,594$92.7M0.21%+294,81013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,546,989$89.8M0.07%-229,02713F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…3,522,304$89.2M1.6%+211,82713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,079,109$78M+250,749Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,048,195$77.2M0.01%+185,54513F-HRTimelineGroup
Clark Capital Management Group, Inc.2,895,015$73.3M0.45%-26,25713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,444,190$61.9M<0.01%-139,47213F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,307,498$58.4M0.12%-51,15313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,294,726$58.1M1.41%+2,294,37313F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…2,000,000$50.6M0.18%-1,689,41513F-HRTimelineGroup
Ocean Park Asset Management, LLC1,913,900$48.5M2.27%013F-HRTimeline
Berkshire Money Management, Inc.1,755,779$44.5M4.24%+50,71613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,632,921$41.3M2.1%+49,13613F-HRTimeline
SHENKMAN CAPITAL MANAGEMENT INC1,443,140$37.5M3.96%+1,143,09513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,394,700$35.3M0.06%013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,270,963$32.2M+43,903Timeline
DAVENPORT & Co LLC1,184,862$30M0.16%+110,54013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,017,170$25.8M1.42%+112,01813F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…1,000,000$25.3M0.04%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp971,736$24.6M<0.01%-79,82213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC928,050$23.5M0.01%-131,12513F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC920,769$23.3M0.01%-96,24813F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …868,026$22M0.04%013F-HRTimelineGroup
Essex LLC841,753$21.3M3.78%-68,58913F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.839,936$21.3M2.49%-28,06413F-HRTimeline
Cetera Investment Advisers788,209$20M0.02%+204,60213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP770,640$19.5M0.02%+35,74413F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…760,701$19.3M0.16%+136,20013F-HRTimelineGroup
1832 Asset Management L.P.715,607$18.1M0.02%+10,71013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA660,436$16.7M<0.01%+1,09913F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …655,000$16.6M0.01%013F-HRTimelineGroup
Curran Financial Partners, LLC626,985$15.9M3.02%+44,05113F-HRTimeline
Cornerstone National Bank & Trust Co621,530$15.7M6.28%+3,96113F-HRTimeline
Mariner, LLCin group Mariner, LLC604,291$15.3M0.02%+14,78513F-HRTimelineGroup
Employees' Retirement Fund of the City …593,800$15M6.73%-133,00013F-HRTimeline
Mason & Associates Inc587,428$14.9M2.8%+226,65713F-HRTimeline
HighTower Advisors, LLC583,373$14.8M0.02%-19,63613F-HRTimeline
Janney Montgomery Scott LLC561,974$14.2M0.03%-4,01413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP533,604$13.5M0.02%-35,97713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC512,915$13M0.11%+49,44913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC494,143$12.5M0.01%new13F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC487,311$12.3M1.9%+109,31313F-HRTimelineGroup
Advisory Alpha, LLC484,825$12.3M0.33%+69,36013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.462,998$11.7M0.08%+76,91613F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD453,944$11.5M0.03%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…448,204$11.4M0.02%+331,03213F-HRTimeline
Clearstead Advisors, LLC445,473$11.3M0.14%+5,70213F-HRTimeline
Sanctuary Advisors, LLC432,042$10.9M0.06%+21,51113F-HRTimeline
ZEGA Investments, LLC429,398$10.9M2.11%-170,89713F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.419,721$10.6M0.79%+24,22813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO414,150$10.5M<0.01%-125,83213F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC408,145$10.3M0.65%-25,65213F-HRTimeline
Union Bancaire Privee, UBP SA392,100$9.93M0.12%+72,50013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC381,847$9.67M0.01%+333,49213F-HRTimelineGroup
Waterloo Capital, L.P.379,793$9.62M0.69%+66,32413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC369,899$9.37M0.04%-84,79113F-HRTimelineGroup
Atria Investments, Inc367,822$9.31M0.11%-11,55013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC366,823$9.29M0.07%+29,48713F-HRTimelineGroup
Crabel Capital Management, LLC364,230$9.22M6.97%+107,11913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.357,406$9.05M0.01%-653,95613F-HRTimelineGroup
Disciplined Investments, LLC355,969$9.01M3.46%+4,29513F-HRTimeline
Caldwell Trust Co353,539$8.95M0.8%+16,22613F-HRTimeline
RiverFront Investment Group, LLC351,851$8.91M0.15%-58,27113F-HRTimeline
Nearwater Capital Markets, Ltd345,100$8.74M0.15%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding344,939$8.73M+335,938Timeline
Certified Advisory Corp341,350$8.64M0.79%+6,45513F-HRTimeline
Sterling Manor Financial, LLC330,085$8.36M5.22%+7,73613F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …328,027$8.31M1.11%+19,05013F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.325,582$8.28M3.71%-2,54613F-HRTimeline
&PARTNERS319,682$8.1M0.04%+3,13013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…296,984$7.52M2.11%-2,39113F-HRTimeline
Financial Partners Group, Inc276,547$7.03M0.81%+2,81213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT272,205$6.89M0.44%-4,72213F-HRTimeline
Kingsview Wealth Management, LLC270,132$6.84M0.1%+2,20913F-HRTimeline
Sharper & Granite LLC260,135$6.59M2.32%+14,63013F-HRTimeline
Merit Financial Group, LLC257,647$6.52M0.05%-23213F-HRTimeline
CWM, LLCin group CWM, LLC255,094$6.46M0.02%-134,00613F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources252,758$6.4M<0.01%+251,33013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…248,924$6.3M<0.01%+6,93513F-HR/ATimelineGroup
SAM Advisors, LLC245,179$6.21M1.96%+7,29613F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC244,847$6.2M4.41%13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC238,174$6.03M1.08%+147,18513F-HRTimeline
Global Assets Advisory, LLC236,032$5.98M1.71%+21,50913F-HRTimeline
Missouri Trust & Investment Co235,948$5.97M1.75%+19,78113F-HRTimeline
Sound Income Strategies, LLC233,625$5.95M0.28%+18513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC231,614$5.86M0.12%+39,56613F-HRTimeline
Financial Management, Inc.221,400$5.61M5.32%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC220,035$5.57M0.01%-164,90813F-HRTimeline
Blue Capital, Inc.217,494$5.51M3.93%+78,51313F-HRTimeline
Mutual Advisors, LLC214,810$5.44M0.12%+6,68913F-HRTimeline
NewEdge Advisors, LLC212,428$5.38M0.02%+156,58613F-HRTimeline
Steward Partners Investment Advisory, L…211,304$5.35M0.03%+12,95013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding205,521$5.2M-12,798Timeline
Little Harbor Advisors, LLC204,760$5.18M2.67%-20,37513F-HRTimeline
Creative Planningin group Creative Planning196,496$4.98M<0.01%-2,61213F-HRTimelineGroup
Echo45 Advisors LLC193,153$4.89M2.79%-144,91713F-HRTimeline
World Investment Advisors188,096$4.76M0.08%-25,60413F-HR/ATimeline
MML INVESTORS SERVICES, LLC187,708$4.75M0.01%+17,18913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC179,441$4.54M0.02%-34,13213F-HRTimelineGroup
ADELL HARRIMAN & CARPENTER INC178,387$4.52M0.27%-2,46713F-HRTimeline
Generation Capital Management LLC173,615$4.4M2.85%+65,73613F-HRTimeline
Sowell Financial Services LLC172,216$4.36M0.16%+18,12713F-HRTimeline
Aristotle Pacific Capital, LLCin group ARISTOTLE INVESTMENT SERVICES…171,016$4.33M1.78%-1,169,35013F-HRTimelineGroup
Benchmark Financial, LLC168,496$4.27M4.25%13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.166,956$4.23M<0.01%013F-HRTimelineGroup
BayBridge Capital Group, LLC161,180$4.08M2.53%+6,25513F-HRTimeline
TrueWealth Advisors, LLC158,088$4M1.04%+7,66613F-HRTimeline
PFG Advisors157,434$3.99M0.19%+27,35913F-HRTimeline
Hidden Cove Wealth Management, LLC156,989$3.97M2.57%-17,43513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/151,130$3.83M<0.01%+57,49513F-HRTimelineGroup
Baker Avenue Asset Management, LP146,999$3.72M0.09%-100,63113F-HRTimeline
Visionary Wealth Advisors144,721$3.66M0.17%-3,90313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC144,422$3.66M0.71%+22,83213F-HRTimeline
Monetary Solutions, Ltd142,954$3.62M3.57%13F-HRTimeline
Global Retirement Partners, LLC141,534$3.58M0.06%+7,07113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…141,094$3.57M0.18%-1,87513F-HRTimeline
First National Trust Co139,122$3.52M0.12%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC139,100$3.52M0.01%-835,70413F-HRTimeline
SG Americas Securities, LLC136,054$3.44M<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.133,676$3.38M0.15%+3,31713F-HRTimeline
LFA - Lugano Financial Advisors SA123,784$3.13M1.62%+4,16913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …122,349$3.11M0.1%-24,67313F-HRTimelineGroup
Snowden Capital Advisors LLC122,509$3.1M0.08%+16,70813F-HRTimeline
Altus Wealth Management, LLC119,388$3.02M1.3%+27,17213F-HRTimeline
Axos Invest Inc.118,612$3M2.21%+79213F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC118,150$2.99M0.67%013F-HRTimeline
WEALTHGARDEN F.S. LLC117,302$2.99M1.97%+16,30513F-HRTimeline
Brendel Financial Advisors LLC110,880$2.81M1.38%+8,87413F-HRTimeline
Westwood Wealth Management110,861$2.81M2.11%new13F-HRTimeline
Lionshead Wealth Management, LLC110,861$2.81M2.11%+6,38613F-HRTimeline
Williams Financial, LLC109,780$2.78M1.61%new13F-HRTimeline
AA Financial Advisors, LLC108,728$2.75M0.51%+72,18713F-HRTimeline
Great Diamond Partners, LLC103,328$2.62M0.5%-4,44313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\100,000$2.53M<0.01%-125,00013F-HRTimelineGroup
SYKON CAPITAL LLC98,601$2.5M0.8%-34,28613F-HRTimeline
KG Capital Management90,514$2.29M0.59%+16,85413F-HRTimeline
Private Advisor Group, LLC89,692$2.27M0.01%+35,20513F-HRTimeline
Cambridge Investment Research Advisors,…88,803$2.25M0.01%+41,98213F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC88,469$2.24M1.02%+18,44113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP80,557$2.04M<0.01%+8,92313F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC80,322$2.03M0.29%+18,01713F-HRTimeline
Prostatis Group LLC79,393$2.01M0.48%new13F-HRTimeline
Pacer Advisors, Inc.79,365$2.01M0.01%013F-HR/ATimeline
CABOT WEALTH MANAGEMENT INC78,447$1.99M0.22%-51,88913F-HRTimeline
Sunflower Bank, N.A.77,459$1.96M0.49%+86513F-HRTimeline
RMG Wealth Management LLC83,427$1.89M0.25%-2,576,17113F-HRTimeline
Balefire, LLC74,281$1.88M0.37%-1,53813F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC73,259$1.85M0.45%-3,83413F-HRTimeline
Gladstone Institutional Advisory LLC71,701$1.82M0.07%+3,19013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC68,422$1.73M0.64%-2,19013F-HRTimeline
Rosenberg Matthew Hamilton67,326$1.7M0.35%+4,13613F-HRTimeline
WealthCare Investment Partners, LLC66,605$1.69M0.49%+38413F-HRTimeline
Sage Investment Advisers LLC65,123$1.65M1.24%13F-HRTimeline
SAPIENT CAPITAL LLC63,475$1.61M0.02%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC62,616$1.59M0.44%+5,16213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC62,616$1.59M0.02%+8,16913F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.60,029$1.52M0.02%+86713F-HRTimelineGroup
IAG Wealth Partners, LLC59,921$1.52M0.18%+7,87313F-HRTimeline
TradeWell Securities, LLC.36,204$1.49M0.58%new13F-HRTimeline
WT Wealth Management57,686$1.46M0.42%+12,67913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV57,132$1.45M<0.01%+28,81613F-HRTimeline
NTV Asset Management LLC56,519$1.43M0.15%+6,17313F-HRTimeline
Advisors Capital Management, LLC54,914$1.39M0.02%-9,32013F-HRTimeline
RESOLUTE CAPITAL, LLC54,057$1.37M0.57%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC53,331$1.35M0.11%+69913F-HRTimeline
AMG National Trust Bank49,439$1.25M0.03%+12,82913F-HRTimeline
Private Wealth Group, LLC49,423$1.25M0.6%-70913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC49,373$1.25M<0.01%+30,96613F-HR/ATimelineGroup
Smithfield Trust Co49,036$1.24M0.05%013F-HRTimeline
Advisory Services Network, LLC47,498$1.2M0.02%+16,93113F-HRTimeline
Hobart Private Capital, LLC47,143$1.19M0.23%+4,60313F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC46,034$1.17M0.51%-2,48313F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…2,545,222$1.15M0.02%+201,86613F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.45,000$1.14M0.04%+10,00013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…42,402$1.07M0.01%+28,84713F-HRTimelineGroup
Coppell Advisory Solutions LLC41,549$1.05M0.1%-5,12113F-HRTimeline
Everstar Asset Management, LLC41,376$1.05M0.56%-70013F-HRTimeline
Strategic Blueprint, LLC39,259$994K0.06%-1,65513F-HRTimeline
Virtus Fixed Income Advisers, LLCin group Virtus Investment Advisers, L…39,210$993K0.75%+3,25013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.38,622$978K0.05%+9,02113F-HRTimeline
Bright Futures Wealth Management, LLC.37,986$962K0.71%+4,24113F-HRTimeline
GTS SECURITIES LLC37,598$952K0.03%+5,44813F-HRTimeline
Midwest Trust Co37,420$947K0.01%013F-HRTimeline
INSIGHT 2811, INC.36,659$928K0.41%+50113F-HRTimeline
Edgestream Partners, L.P.36,391$921K0.03%+19,89213F-HRTimeline
High Net Worth Advisory Group LLC36,000$912K0.21%013F-HRTimeline
COMERICA BANK35,662$903K<0.01%-21613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP35,193$891K0.01%-13013F-HRTimeline
Chesley Taft & Associates LLC35,150$890K0.04%-80013F-HRTimeline
MGO ONE SEVEN LLC35,085$888K0.02%-47,52113F-HRTimeline
Csenge Advisory Group34,639$877K0.04%-2,24113F-HRTimeline
WIN ADVISORS, INC34,563$875K0.37%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding34,544$875K+31,104Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV33,610$851K0.04%+21,64213F-HRTimeline
Trevian Wealth Management LLC33,296$843K0.4%new13F-HRTimeline