SS SPDR BB St Hi Yield ETFSJNKETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 382 institutions reported holding SS SPDR BB St Hi Yield ETF (SJNK) in their 13F filings, up 26 from Q3 2024. 45 opened new positions and 39 sold out. The largest holders were Ameriprise Financial Inc. ($314.3M), GRIMES & Co WEALTH MANAGEMENT, LLC ($198.2M) and Ilmarinen Mutual Pension Insurance Co ($137.9M). 3 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS SPDR BB St Hi Yield ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78468R408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $133.3M |
| Exits | 39 | $101.0M |
All 13F filers, Q3 2024 → Q4 2024: 21,644,332 shares bought and 22,572,384 shares sold, net −928,052 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 382 holders
| Ameriprise Financial Inc. | 0.08% | Add +80.5% | 12,554,991 | $314.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 5.71% | Add +5.1% | 7,848,992 | $198.2M |
| Ilmarinen Mutual Pension Insurance Co | 1.18% | Reduce -71.8% | 5,461,703 | $137.9M |
| Angeles Investment Advisors, LLC | 6.46% | Add +9.6% | 5,314,660 | $134.2M |
| Ocean Park Asset Management, LLC | 4.15% | No change | 4,828,700 | $121.9M |
| State of New Jersey Common Pension Fund D | 0.48% | No change | 4,689,415 | $118.4M |
| LPL Financial LLC | 0.04% | Add +7.7% | 3,669,070 | $92.6M |
| Wells Fargo & Company | 0.02% | Reduce -3.5% | 3,532,518 | $89.2M |
| Clark Capital Management Group, Inc. | 0.53% | Add +3.8% | 2,990,107 | $75.5M |
| Wealthfront Advisers LLC | 0.22% | Add +20.4% | 2,966,834 | $74.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.96% | Add +4.1% | 2,850,416 | $72.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.9% | 2,748,878 | $69.4M |
| Neuberger Berman Group LLC | 0.06% | Add +16.7% | 2,747,974 | $69.4M |
| Horizon Wealth Management, LLC | 11.70% | New | 2,663,821 | $67.3M |
| Bank of America Corp. | 0.01% | Add +11.6% | 2,485,569 | $62.8M |
| Morgan Stanley | 0.00% | Add +25.0% | 2,355,399 | $59.5M |
| D. E. Shaw & Co. | 0.07% | Add +305.3% | 2,314,800 | $58.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +17540.4% | 2,134,135 | $53.9M |
| Aristotle Pacific Capital, LLC | 15.48% | Reduce -13.9% | 1,957,050 | $49.4M |
| Assetmark, Inc. | 0.12% | Add +6.3% | 1,767,127 | $44.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.56% | Add +19.4% | 1,652,814 | $41.8M |
| Bank of New York Mellon Corp | 0.01% | Add +9.0% | 1,605,541 | $40.5M |
| Berkshire Money Management, Inc. | 4.39% | Add +5.9% | 1,598,956 | $40.4M |
| Sigma Investment Counselors Inc. | 2.26% | Add +4.0% | 1,526,548 | $38.5M |
| Advisors Capital Management, LLC | 0.59% | Add +0.7% | 1,488,189 | $37.6M |
| iA Global Asset Management Inc. | 0.65% | Reduce -5.8% | 1,465,200 | $37.0M |
| Kensington Asset Management, LLC | 2.15% | Reduce -15.3% | 1,450,000 | $36.6M |
| Thrivent Financial for Lutherans | 0.07% | No change | 1,394,700 | $35.2M |
| UBS Group AG | 0.01% | Reduce -0.5% | 1,142,426 | $28.8M |
| Cornerstone National Bank & Trust Co | 13.16% | Add +13.3% | 1,134,956 | $28.7M |
| Jane Street Group, LLC | 0.04% | Reduce -40.7% | 1,085,976 | $27.4M |
| Essex LLC | 5.58% | Add +2.1% | 1,052,465 | $26.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.05% | No change | 1,000,000 | $25.3M |
| Financial Partners Group, Inc | 3.27% | Add +22.2% | 888,084 | $22.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -49.5% | 869,226 | $21.9M |
| ZEGA Investments, LLC | 6.36% | — | 840,249 | $21.5M |
| SAM Advisors, LLC | 7.48% | Add +320.1% | 863,664 | $20.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -6.7% | 818,179 | $20.7M |
| Renaissance Technologies | 0.03% | Reduce -16.0% | 814,800 | $20.6M |
| Raymond James Financial Inc. | 0.01% | — | 756,189 | $19.1M |
| Angeles Wealth Management, LLC | 1.57% | Add +3.1% | 753,380 | $19.0M |
| Employees' Retirement Fund of the City of Fort Worth | 8.56% | No change | 726,800 | $18.4M |
| Stifel Financial Corp. | 0.02% | Reduce -0.9% | 709,683 | $17.9M |
| Howard Financial Services, LTD. | 2.43% | Add +23.1% | 706,526 | $17.8M |
| 1832 Asset Management L.P. | 0.03% | Reduce -3.2% | 678,884 | $17.1M |
| Truist Financial Corp. | 0.03% | Reduce -3.9% | 662,589 | $16.7M |
| Good Life Advisors, LLC | 1.20% | Add +10.8% | 653,915 | $16.5M |
| Matthew Goff Investment Advisor, LLC | 2.65% | Add +16.6% | 565,005 | $14.3M |
| HighTower Advisors, LLC | 0.02% | Add +11.7% | 534,077 | $13.5M |
| Cwm, LLC | 0.06% | Add +10.2% | 525,754 | $13.3M |
| Union Bancaire Privee, UBP SA | 0.23% | — | 510,000 | $12.9M |
| AMJ Financial Wealth Management | 3.44% | New | 491,391 | $12.4M |
| DAVENPORT & Co LLC | 0.07% | Reduce -9.8% | 485,462 | $12.3M |
| Fulton Breakefield Broenniman LLC | 0.87% | Reduce -4.9% | 481,581 | $12.2M |
| Tidal Investments LLC | 0.10% | New | 465,229 | $11.7M |
| Curran Financial Partners, LLC | 3.00% | Add +11.7% | 452,177 | $11.4M |
| Nomura Asset Management Co. Ltd. | 0.03% | No change | 438,000 | $11.1M |
| Mariner, LLC | 0.02% | Reduce -21.4% | 421,893 | $10.7M |
| Merit Financial Group, LLC | 0.19% | Reduce -0.3% | 421,213 | $10.6M |
| &partners | 0.13% | Add +35.6% | 413,975 | $10.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.72% | Reduce -1.9% | 412,062 | $10.4M |
| Cetera Investment Advisers | 0.02% | Add +27.6% | 405,452 | $10.2M |
| Allspring Global Investments Holdings, LLC | 0.02% | No change | 405,000 | $10.2M |
| Janney Montgomery Scott LLC | 0.03% | Add +0.2% | 371,304 | $9.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -12.8% | 360,000 | $9.1M |
| Echo45 Advisors LLC | 5.58% | Reduce -22.1% | 334,704 | $8.5M |
| Sanctuary Advisors, LLC | 0.05% | Add +8.7% | 327,722 | $8.4M |
| Certified Advisory Corp | 0.90% | Add +2.3% | 328,119 | $8.3M |
| Park Avenue Securities LLC | 0.08% | Add +26.0% | 326,441 | $8.2M |
| Ironwood Wealth Management, Inc. | 3.89% | Add +3.6% | 312,586 | $7.9M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.15% | Add +3.9% | 302,333 | $7.6M |
| Caldwell Trust Co | 0.80% | Add +8.5% | 301,580 | $7.6M |
| Great Lakes Retirement, Inc. | 0.98% | Add +1.2% | 299,710 | $7.6M |
| Waterloo Capital, L.P. | 0.77% | Add +8.9% | 288,376 | $7.3M |
| Little Harbor Advisors, LLC | 4.26% | Add +5.5% | 285,663 | $7.2M |
| Disciplined Investments, LLC | 3.50% | Reduce -0.1% | 281,015 | $7.1M |
| Sterling Manor Financial, LLC | 4.76% | Add +0.8% | 270,544 | $6.8M |
| Guggenheim Capital LLC | 0.06% | Add +10.3% | 270,459 | $6.8M |
| Sequoia Financial Advisors, LLC | 0.07% | New | 267,536 | $6.8M |
| Equitable Holdings, Inc. | 0.06% | Add +34.8% | 261,544 | $6.6M |
| 49 Wealth Management, LLC | 0.93% | Reduce -37.3% | 259,285 | $6.5M |
| Marshall Wace, LLP | 0.01% | Add +117.8% | 259,164 | $6.5M |
| Clearstead Advisors, LLC | 0.10% | Reduce -35.8% | 258,311 | $6.5M |
| Trustmark Bank Trust Department | 0.48% | Reduce -0.8% | 256,550 | $6.5M |
| Kingsview Wealth Management, LLC | 0.12% | Add +25.0% | 244,464 | $6.2M |
| Sound Income Strategies, LLC | 0.38% | Add +5.0% | 243,689 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +75.2% | 240,843 | $6.1M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +66.6% | 236,005 | $6.0M |
| Mgo One Seven LLC | 0.23% | Add +132.3% | 234,474 | $5.9M |
| Atria Investments, Inc | 0.07% | Reduce -28.6% | 218,880 | $5.5M |
| Fifth Third Securities, Inc. | 0.46% | Add +11.1% | 213,691 | $5.4M |
| Sharper & Granite LLC | 2.36% | Add +6.9% | 212,215 | $5.4M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.02% | Add +24.9% | 211,576 | $5.3M |
| Missouri Trust & Investment Co | 1.85% | Add +2.1% | 209,076 | $5.3M |
| Western Asset Management Company, LLC | 43.52% | No change | 192,650 | $4.9M |
| Creative Planning | 0.00% | Add +2.3% | 190,432 | $4.8M |
| Adell Harriman & Carpenter Inc. | 0.32% | No change | 184,385 | $4.7M |
| World Investment Advisors | 0.12% | Add +1.3% | 178,356 | $4.5M |
| Centaurus Financial, Inc. | 0.27% | Add +2.2% | 177,063 | $4.5M |
| Guardian Wealth Advisors, LLC | 2.65% | Reduce -6.2% | 163,511 | $4.1M |
| Old Mission Capital LLC | 0.09% | New | 157,119 | $4.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +30.6% | 156,846 | $4.0M |
| MML Investors Services, LLC | 0.01% | Add +20.9% | 156,324 | $3.9M |
| Fairview Capital Investment Management, LLC | 0.20% | Reduce -1.2% | 156,170 | $3.9M |
| Blue Capital, Inc. | 2.77% | — | 155,413 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -12.1% | 153,229 | $3.9M |
| Sykon Capital LLC | 1.32% | Add +38.5% | 152,086 | $3.8M |
| Oppenheimer Asset Management Inc. | 0.05% | Reduce -13.1% | 150,251 | $3.8M |
| Avos Capital Management, LLC | 3.01% | — | 185,720 | $3.7M |
| BayBridge Capital Group, LLC | 2.64% | Add +2.6% | 143,879 | $3.6M |
| HRT Financial LP | 0.02% | New | 140,546 | $3.5M |
| Transform Wealth, LLC | 0.19% | New | 138,320 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +116.4% | 136,539 | $3.4M |
| Lebenthal Global Advisors, LLC | 0.62% | Add +31.5% | 135,322 | $3.4M |
| TrueWealth Advisors, LLC | 1.13% | Add +3.1% | 133,613 | $3.4M |
| Axos Invest Inc. | 2.43% | Reduce -0.9% | 132,165 | $3.3M |
| Bank of Montreal | 0.00% | Reduce -14.9% | 129,915 | $3.3M |
| PFG Advisors | 0.20% | Add +18.1% | 128,797 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 125,896 | $3.2M |
| Hidden Cove Wealth Management, LLC | 2.54% | — | 124,064 | $3.1M |
| First National Trust Co | 0.12% | Reduce -1.4% | 122,415 | $3.1M |
| Visionary Wealth Advisors | 0.17% | Add +11.1% | 116,768 | $2.9M |
| LFA - Lugano Financial Advisors SA | 1.92% | Add +1.3% | 116,327 | $2.9M |
| Surience Private Wealth LLC | 3.54% | New | 108,502 | $2.7M |
| AE Wealth Management LLC | 0.02% | Add +9.1% | 107,165 | $2.7M |
| Deutsche Bank AG | 0.00% | No change | 105,000 | $2.7M |
| Brendel Financial Advisors LLC | 1.55% | Reduce -9.0% | 101,498 | $2.6M |
| Global Assets Advisory, LLC | 1.41% | Reduce -6.9% | 100,622 | $2.5M |
| Great Diamond Partners, LLC | 0.64% | Reduce -0.0% | 98,263 | $2.5M |
| CFC Planning Co LLC | 2.58% | — | 95,296 | $2.4M |
| Baker Avenue Asset Management, LP | 0.07% | Reduce -15.4% | 91,549 | $2.3M |
| Snowden Capital Advisors LLC | 0.07% | Add +1.6% | 89,416 | $2.3M |
| TD Private Client Wealth LLC | 0.06% | Add +20.5% | 88,884 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +2.6% | 88,018 | $2.2M |
| Kestra Investment Management, LLC | 0.09% | Add +24.6% | 86,785 | $2.2M |
| Global Retirement Partners, LLC | 0.06% | Add +19.3% | 86,237 | $2.2M |
| Sunflower Bank, N.A. | 0.55% | Reduce -2.7% | 78,666 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Add +1357.3% | 78,168 | $2.0M |
| Dumont & Blake Investment Advisors LLC | 0.52% | Reduce -3.4% | 77,353 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -66.4% | 74,688 | $1.9M |
| Hobart Private Capital, LLC | 0.46% | Reduce -19.9% | 73,807 | $1.9M |
| Sowell Financial Services LLC | 0.10% | Add +27.0% | 72,726 | $1.8M |
| Heritage Oak Wealth Advisors LLC | 0.85% | New | 70,539 | $1.8M |
| Altus Wealth Management, LLC | 0.78% | Add +18.1% | 69,229 | $1.7M |
| Invesco Ltd. | 0.00% | New | 68,000 | $1.7M |
| WealthCare Investment Partners, LLC | 0.73% | Reduce -22.5% | 66,516 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | New | 66,221 | $1.7M |
| Greenwood Capital Associates LLC | 0.22% | Reduce -48.5% | 65,975 | $1.7M |
| Coppell Advisory Solutions LLC | 0.23% | Add +24.3% | 63,982 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +18.8% | 63,975 | $1.6M |
| Sapient Capital LLC | 0.03% | New | 63,475 | $1.6M |
| Crabel Capital Management, LLC | 5.14% | Reduce -81.6% | 62,696 | $1.6M |
| IAG Wealth Partners, LLC | 0.27% | Add +2.6% | 60,805 | $1.5M |
| Rosenberg Matthew Hamilton | 0.38% | Add +0.4% | 58,259 | $1.5M |
| KG Capital Management | 0.47% | Add +0.8% | 57,545 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +77.5% | 56,599 | $1.4M |
| Allworth Financial LP | 0.01% | Reduce -11.1% | 55,102 | $1.4M |
| Balefire, LLC | 0.48% | Reduce -13.2% | 55,149 | $1.4M |
| Diversify Advisory Services, LLC | 0.08% | Add +5.1% | 54,648 | $1.4M |
| Principal Securities, Inc. | 0.03% | Add +38.3% | 53,805 | $1.4M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -8.9% | 52,292 | $1.3M |
| Wealthgarden F.S. LLC | 1.22% | Add +22.6% | 51,747 | $1.3M |
| Csenge Advisory Group | 0.07% | Reduce -6.7% | 51,372 | $1.3M |
| Cardiff Park Advisors, LLC | 0.12% | Add +39.4% | 51,190 | $1.3M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -3.8% | 51,170 | $1.3M |
| Private Wealth Group, LLC | 0.63% | Reduce -2.8% | 50,980 | $1.3M |
| Cypress Financial Planning LLC | 0.47% | Add +13.1% | 50,329 | $1.3M |
| Smithfield Trust Co | 0.06% | No change | 49,036 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | Reduce -50.1% | 48,974 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.28% | New | 47,495 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.7% | 45,587 | $1.2M |
| Dimension Capital Management LLC | 0.19% | Add +0.0% | 45,293 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.9% | 44,718 | $1.1M |
| American Century Companies Inc. | 0.00% | No change | 44,700 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +20.4% | 44,693 | $1.1M |
| Comerica Bank | 0.00% | Add +24.5% | 43,920 | $1.1M |
| Longfellow Investment Management Co. LLC | 0.28% | No change | 42,750 | $1.1M |
| Everstar Asset Management, LLC | 0.75% | Reduce -10.4% | 42,076 | $1.1M |
| Shenkman Capital Management Inc. | 1.48% | No change | 42,040 | $1.1M |
| Calamos Wealth Management LLC | 0.05% | No change | 41,276 | $1.0M |
| Howard Wealth Management, LLC | 0.56% | Reduce -2.4% | 40,685 | $1.0M |
| EWG Elevate Inc. | 0.31% | Add +48.6% | 40,510 | $1.0M |
| Strategic Blueprint, LLC | 0.06% | Add +3.5% | 38,538 | $973K |
| Summit Wealth Partners, LLC | 0.20% | Add +2.5% | 38,285 | $967K |
| Burke & Herbert Bank & Trust Co. | 0.22% | Add +0.0% | 37,543 | $948K |
| Financial Counselors Inc. | 0.01% | Reduce -2.3% | 37,420 | $945K |
| WT Wealth Management | 0.29% | Reduce -9.6% | 36,666 | $926K |
| Bogart Wealth, LLC | 0.04% | Reduce -50.3% | 36,204 | $914K |
| High Net Worth Advisory Group LLC | 0.25% | Add +2.9% | 36,000 | $909K |
| Insight 2811, Inc. | 0.46% | Add +1.4% | 35,242 | $890K |
| Capital Advisors, Ltd. LLC | 0.11% | No change | 35,064 | $885K |
| Win Advisors, Inc. | 0.43% | New | 35,024 | $884K |
| Fullcircle Wealth LLC | 0.36% | Add +1.0% | 34,564 | $881K |
| Phoenix Financial Ltd. | 0.01% | Add +2.9% | 34,908 | $881K |
| Denver Wealth Management, Inc. | 0.39% | Add +20.0% | 34,089 | $861K |
| Nicholas Wealth, LLC. | 0.45% | Reduce -9.1% | 33,018 | $833K |
| NewEdge Advisors, LLC | 0.01% | Add +1286.7% | 32,850 | $829K |
| Global Endowment Management, LP | 0.10% | Reduce -36.0% | 32,000 | $808K |
| Gladstone Institutional Advisory LLC | 0.04% | New | 31,978 | $807K |
| Trivium Point Advisory, LLC | 0.10% | Reduce -4.1% | 31,081 | $785K |
| Opulen Financial Group LLC | 0.70% | — | 30,593 | $772K |
| Rockland Trust Co. | 0.04% | Add +0.7% | 30,273 | $764K |
| Capital Analysts, LLC | 0.03% | Add +33.9% | 30,070 | $760K |
| Sage Financial Group Inc. | 0.06% | New | 30,094 | $760K |
| AA Financial Advisors, LLC | 0.20% | Add +9.8% | 29,828 | $753K |
| SG Americas Securities, LLC | 0.00% | New | 29,794 | $752K |
| Integrated Advisors Network LLC | 0.04% | Add +0.8% | 29,494 | $745K |
| Generation Capital Management LLC | 0.61% | — | 28,000 | $707K |
| Beacon Financial Group | 0.08% | Reduce -5.1% | 27,977 | $706K |
| Private Trust Co. NA | 0.07% | Add +1348.7% | 27,206 | $687K |
| Oppenheimer & Co. Inc. | 0.01% | Add +5.3% | 26,909 | $679K |
| Global View Capital Management LLC | 0.23% | — | 26,115 | $661K |
| Geneos Wealth Management Inc. | 0.02% | Add +13.2% | 25,824 | $652K |
| D'Orazio & Associates, Inc. | 0.10% | Add +0.0% | 25,504 | $644K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -50.7% | 25,479 | $643K |
| Hancock Whitney Corp. | 0.02% | No change | 25,423 | $642K |
| Chesley Taft & Associates LLC | 0.03% | Add +201.2% | 25,150 | $635K |
| Courier Capital LLC | 0.04% | No change | 24,015 | $606K |
| Stephens Inc. | 0.01% | Reduce -1.9% | 23,667 | $598K |
| Compound Planning, Inc. | 0.03% | New | 23,654 | $597K |
| US Bancorp \de | 0.00% | Add +1.7% | 23,653 | $597K |
| International Assets Investment Management, LLC | 0.05% | New | 23,359 | $591K |
| Advisory Services Network, LLC | 0.01% | New | 23,177 | $585K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 22,975 | $580K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +5.6% | 22,350 | $564K |
| Millennium Management | 0.00% | Reduce -75.4% | 22,176 | $560K |
| NTV Asset Management LLC | 0.07% | Add +6.9% | 21,573 | $545K |
| Friedenthal Financial | 0.30% | Add +0.3% | 20,378 | $515K |
| Qube Research & Technologies Ltd | 0.00% | New | 20,368 | $514K |
| Seaview Investment Managers LLC | 0.14% | Add +122.8% | 19,964 | $504K |
| Arkadios Wealth Advisors | 0.03% | Add +12.1% | 19,259 | $486K |
| Bright Futures Wealth Management, LLC. | 0.43% | Add +61.2% | 18,735 | $479K |
| Waverly Advisors, LLC | 0.01% | Reduce -2.5% | 18,526 | $468K |
| FreeGulliver LLC | 0.24% | Add +10.3% | 18,434 | $465K |
| Valley Wealth Managers, Inc. | 0.03% | Add +14.2% | 17,715 | $447K |
| Arete Wealth Advisors, LLC | 0.03% | Add +78.6% | 17,238 | $435K |
| Ballast Advisors LLC | 0.13% | Add +2.0% | 17,046 | $430K |
| Park Square Financial Group, LLC | 0.30% | — | 16,948 | $428K |
| SBI Securities Co., Ltd. | 0.01% | — | 16,901 | $427K |
| Capital Market Strategies LLC | 0.25% | New | 16,898 | $427K |
| Spire Wealth Management | 0.01% | Add +71.3% | 16,894 | $427K |
| Narus Financial Partners, LLC | 0.14% | Add +0.6% | 16,868 | $426K |
| Jones Financial Companies LLLP | 0.00% | Add +1035.0% | 15,981 | $404K |
| Corient Private Wealth LP | 0.00% | Add +12.9% | 15,845 | $400K |
| Hilltop Holdings Inc. | 0.03% | Add +21.2% | 15,776 | $398K |
| Lakeridge Wealth Management LLC | 0.20% | New | 15,343 | $387K |
| Avantax Advisory Services, Inc. | 0.00% | Add +55.4% | 15,108 | $381K |
| Capital Advisory Group Advisory Services, LLC | 0.14% | Reduce -40.0% | 15,000 | $379K |
| Western Wealth Management, LLC | 0.02% | No change | 14,761 | $373K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | New | 14,424 | $364K |
| Wrapmanager Inc. | 0.09% | Add +36.4% | 14,207 | $359K |
| Boyd Watterson Asset Management LLC | 0.10% | Add +12.3% | 13,646 | $345K |
| Fidelis Capital Partners, LLC | 0.03% | No change | 13,574 | $345K |
| Personal Cfo Solutions, LLC | 0.07% | Add +2.4% | 13,589 | $343K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 13,554 | $342K |
| Kades & Cheifetz LLC | 0.17% | Reduce -4.3% | 13,386 | $338K |
| Keel Point, LLC | 0.03% | Reduce -2.2% | 13,295 | $336K |
| Adamsbrown Wealth Consultants LLC | 0.11% | New | 12,720 | $321K |
| Jefferies Financial Group Inc. | 0.00% | Add +12.5% | 12,703 | $321K |
| BTS Asset Management, Inc. | 0.32% | New | 12,535 | $317K |
| Gradient Capital Advisors, LLC | 0.10% | Add +10.8% | 12,452 | $314K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -1.7% | 12,196 | $308K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 11,987 | $303K |
| Eagle Strategies LLC | 0.05% | Add +0.9% | 11,983 | $303K |
| Colonial Trust Co / SC | 0.04% | No change | 11,700 | $295K |
| ETF Store, Inc. | 0.35% | Reduce -0.3% | 11,217 | $283K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -34.4% | 11,102 | $280K |
| Advisor Resource Council | 0.19% | New | 10,600 | $268K |
| Quartz Partners, LLC | 0.16% | New | 10,438 | $264K |
| Captrust Financial Advisors | 0.00% | Reduce -0.3% | 10,377 | $262K |
| Greatmark Investment Partners, Inc. | 0.04% | Add +6.7% | 10,350 | $261K |
| Destiny Capital Corp | 0.16% | No change | 10,321 | $261K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -16.5% | 10,255 | $259K |
| Quadrature Capital Ltd | 0.01% | New | 10,231 | $258K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 10,151 | $256K |
| Lifeworks Advisors, LLC | 0.04% | Add +0.5% | 9,856 | $249K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +10.5% | 9,739 | $246K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +10.5% | 9,739 | $246K |
| Independent Advisor Alliance | 0.00% | New | 9,682 | $244K |
| MAI Capital Management | 0.00% | New | 9,671 | $244K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 9,614 | $243K |
| Ascent Group, LLC | 0.02% | Reduce -6.4% | 9,298 | $235K |
| Wbi Investments, LLC | 0.06% | New | 9,239 | $233K |
| Peoples Bank | 0.14% | No change | 9,094 | $230K |
| Osborne Partners Capital Management, LLC | 0.01% | No change | 9,000 | $227K |
| Cumberland Partners Ltd | 0.02% | No change | 8,970 | $226K |
| Optivise Advisory Services LLC | 0.12% | New | 8,720 | $220K |
| TFB Advisors LLC | 0.06% | Add +1.3% | 8,594 | $217K |
| Tme Financial, Inc. | 0.20% | — | 8,312 | $214K |
| Cary Street Partners Financial LLC | 0.01% | — | 8,468 | $214K |
| Gries Financial LLC | 0.04% | Reduce -64.1% | 8,421 | $213K |
| Covenant Partners, LLC | 0.06% | Reduce -6.4% | 8,317 | $210K |
| Tidemark, LLC | 0.08% | Add +0.4% | 8,205 | $207K |
| ADG Wealth Management Group, LLC | 0.18% | — | 8,015 | $202K |
| Stonegate Investment Group, LLC | 0.01% | No change | 8,000 | $202K |
| GM Advisory Group, LLC | 0.01% | New | 7,968 | $201K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -2.9% | 7,452 | $190K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -1.0% | 5,827 | $147K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 5,631 | $142K |
| Brown, Lisle/Cummings, Inc. | 0.04% | Add +20.5% | 5,577 | $141K |
| Transce3nd, LLC | 0.04% | — | 4,871 | $123K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,800 | $121K |
| Palouse Capital Management, Inc. | 0.08% | No change | 4,719 | $119K |
| Whittier Trust Co. | 0.00% | Reduce -11.4% | 4,657 | $118K |
| Blue Trust, Inc. | 0.00% | Add +0.0% | 4,594 | $116K |
| Arax Advisory Partners | 0.01% | Add +22.0% | 4,354 | $110K |
| Vestor Capital, LLC | 0.01% | No change | 4,249 | $107K |
| Blair William & Co. | 0.00% | Add +1.7% | 3,794 | $96K |
| Medallion Wealth Advisors, LLC | 0.04% | — | 3,575 | $90K |
| Richard W. Paul & Associates, LLC | 0.03% | Add +13.7% | 3,323 | $84K |
| Citigroup Inc. | 0.00% | Add +35.3% | 3,167 | $80K |
| GeoWealth Management, LLC | 0.00% | Reduce -37.8% | 3,106 | $78K |
| CoreCap Advisors, LLC | 0.00% | Reduce -41.5% | 3,021 | $76K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.4% | 2,855 | $72K |
| Smartleaf Asset Management LLC | 0.01% | Add +11.3% | 2,858 | $72K |
| Creative Financial Designs Inc. | 0.01% | Reduce -47.4% | 2,719 | $69K |
| IFP Advisors, Inc | 0.00% | Reduce -22.3% | 2,702 | $68K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,675 | $68K |
| Richardson Financial Services Inc. | 0.04% | Add +9.8% | 2,311 | $58K |
| Tompkins Financial Corp. | 0.00% | No change | 2,051 | $52K |
| HSBC Holdings PLC | 0.00% | Reduce -21.9% | 1,952 | $49K |
| National Bank of Canada | 0.00% | No change | 1,790 | $45K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.8% | 1,661 | $42K |
| HM Payson & Co. | 0.00% | No change | 1,535 | $39K |
| MeadowBrook Investment Advisors LLC | 0.03% | No change | 1,260 | $32K |
| Ameriflex Group, Inc. | 0.01% | — | 1,159 | $30K |
| Headlands Technologies LLC | 0.00% | New | 1,137 | $29K |
| SouthState Bank Corp | 0.00% | New | 1,129 | $29K |
| McIlrath & Eck, LLC | 0.00% | No change | 1,126 | $28K |
| FMR LLC | 0.00% | Add +52.5% | 1,054 | $27K |
| Toth Financial Advisory Corp. | 0.00% | No change | 1,045 | $26K |
| UMB Bank, n.a. | 0.00% | No change | 962 | $24K |
| Larson Financial Group LLC | 0.00% | Reduce -30.3% | 850 | $21K |
| Tsfg, LLC | 0.00% | Reduce -37.5% | 824 | $21K |
| Bernard Wealth Management Corp. | 0.01% | — | 814 | $21K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 807 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +50.8% | 760 | $19K |
| Avior Wealth Management, LLC | 0.00% | Add +1.2% | 752 | $19K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 731 | $18K |
| Valley National Advisers Inc. | 0.00% | Add +49.0% | 745 | $18K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.5% | 667 | $17K |
| Quest 10 Wealth Builders, Inc. | 0.01% | — | 578 | $15K |
| Millstone Evans Group, LLC | 0.01% | — | 546 | $14K |
| Castleview Partners, LLC | 0.01% | No change | 544 | $14K |
| New Millennium Group LLC | 0.01% | Add +932.0% | 516 | $13K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -41.9% | 500 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.6% | 491 | $12K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 450 | $11K |
| Endeavor Private Wealth, Inc. | 0.01% | — | 430 | $11K |
| EPG Wealth Management LLC | 0.00% | No change | 424 | $11K |
| Delta Asset Management LLC | 0.00% | No change | 376 | $9K |
| Continuum Advisory, LLC | 0.00% | Reduce -25.4% | 356 | $9K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -43.1% | 342 | $9K |
| True Wealth Design, LLC | 0.00% | No change | 275 | $7K |
| Arcadia Investment Management Corp. | 0.00% | Reduce -40.2% | 275 | $7K |
| Oarsman Capital, Inc. | 0.00% | Reduce -12.7% | 269 | $7K |
| Lee Danner & Bass Inc. | 0.00% | New | 243 | $6K |
| Covestor Ltd | 0.00% | New | 253 | $6K |
| Synergy Investment Management, LLC | 0.00% | — | 232 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +583.9% | 212 | $5K |
| Albion Financial Group | 0.00% | Reduce -47.4% | 200 | $5K |
| ORG Partners LLC | 0.00% | Add +2.4% | 168 | $4K |
| Caitlin John, LLC | 0.00% | No change | 159 | $4K |
| Front Row Advisors LLC | 0.00% | No change | 150 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -57.3% | 150 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 139 | $4K |
| Raffa Wealth Management, LLC | 0.00% | New | 135 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 131 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 93 | $2K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 68 | $2K |
| WealthShield Partners, LLC | 0.00% | New | 56 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 52 | $1K |
| GoalVest Advisory LLC | 0.00% | New | 41 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 11 | $1K |
| Parallel Advisors, LLC | 0.00% | No change | 35 | $884 |
| Golden State Wealth Management, LLC | 0.00% | — | 24 | $606 |
| Key Financial Inc | 0.00% | No change | 20 | $505 |
| Lanark Financial, Inc. | 0.04% | — | 18 | $470 |
| FWL Investment Management, LLC | 0.00% | No change | 14 | $354 |
| Rialto Wealth Management, LLC | 0.00% | — | 9 | $228 |
| Eastern Bank | 0.00% | Reduce -83.3% | 2 | $51 |
| Dogwood Wealth Management LLC | 0.00% | No change | 2 | $50 |
"% of holder's portfolio" is SJNK's weight in each manager's 13F, not the share of SS SPDR BB St Hi Yield ETF the manager owns.