ACG Wealth’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

ACG Wealth’s Portfolio SJNK Stock Details SJNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$251K	Buy	10,551 +9	+0.1%	+$222	0.06%	217
2022 Q2	$254K	Sell	10,542 -474	-4%	-$12K	0.05%	222
2022 Q1	$289K	Buy	11,016 +8	+0.1%	+$212	0.05%	226
2021 Q4	$299K	Sell	11,008 -45	-0.4%	-$1.22K	0.04%	264
2021 Q3	$303K	Sell	11,053 -1,008	-8%	-$27.6K	0.04%	249
2021 Q2	$333K	Sell	12,061 -166,155	-93%	-$4.55M	0.04%	240
2021 Q1	$4.87M	Sell	178,216 -410	-0.2%	-$11.1K	0.65%	50
2020 Q4	$4.81M	Sell	178,626 -64,580	-27%	-$1.7M	0.66%	47
2020 Q3	$6.29M	Buy	243,206 +14,036	+6%	+$362K	0.95%	24
2020 Q2	$5.78M	Buy	+229,170	New	+$5.64M	0.94%	25

Other funds holding SJNK

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ACG Wealth's SJNK Position: Q3 2022 in Review

ACG Wealth increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 0.09% in Q3 2022, buying an estimated $222 and bringing the position to 10,551 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #217.

ACG Wealth first reported a position in SJNK in Q2 2020 and has held it in 10 quarters since. The position peaked at $6.29M in Q3 2020. 294 funds tracked by Wall St. Rank hold SJNK as of Q3 2022.

ACG Wealth held 10,551 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $251K as of Q3 2022.
ACG Wealth bought 9 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2022, an estimated $222.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.06% of ACG Wealth's portfolio in Q3 2022, its #217 holding.
ACG Wealth first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2020 and has held it in 10 quarters since.
ACG Wealth's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $6.29M in Q3 2020.
294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.