SEC 13F Intelligence

Ota Financial Group L.P. / SJNK

Ota Financial Group L.P.’s Spdr Series Trust Position

Does Ota Financial Group L.P. own Spdr Series Trust (SJNK)? Not currently — the last reported position was 137.5K shares worth $3M in Q3 2022; the fund’s latest 13F (Q2 2023) no longer reports it.

Position Value
$3M
Q3 2022
Shares
137.5K
% of Portfolio
+2.80%
Quarters Held
7
position exited

Position History SJNK

Reported value by quarter
Q2 ’19: $368,000Q2 ’19Q1 ’20: $2MQ1 ’20Q2 ’20: $1MQ2 ’20Q4 ’20: $280,000Q4 ’20Q1 ’22: $2MQ1 ’22Q2 ’22: $964,000Q2 ’22Q3 ’22: $3MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2022137.5K$3M+2.80%
Q2 202240.0K$964,000+0.46%
Q1 202270.1K$2M+1.17%
Q4 202010.4K$280,000+0.19%
Q2 202056.5K$1M+1.61%
Q1 202080.2K$2M+2.36%
Q2 201913.5K$368,000+0.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ota Financial Group L.P.’s full portfolio or all institutional holders of SJNK.