Adell Harriman & Carpenter’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Adell Harriman & Carpenter’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
2026 Q1	$4.41M	Sell	176,397 -1,990	-1%	-$50.2K	0.27%	69
2025 Q4	$4.52M	Sell	178,387 -2,467	-1%	-$62.5K	0.27%	71
2025 Q3	$4.63M	Hold	180,854	–	–	0.28%	65
2025 Q2	$4.61M	Sell	180,854 -1,195	-0.7%	-$29.9K	0.31%	65
2025 Q1	$4.58M	Sell	182,049 -2,336	-1%	-$59.4K	0.35%	63
2024 Q4	$4.66M	Hold	184,385	–	–	0.32%	60
2024 Q3	$4.75M	Sell	184,385 -725	-0.4%	-$18.3K	0.35%	65
2024 Q2	$4.62M	Sell	185,110 -1,325	-0.7%	-$33K	0.36%	63
2024 Q1	$4.7M	Buy	186,435 +1,000	+0.5%	+$25.1K	0.39%	60
2023 Q4	$4.66M	Buy	185,435 +138,925	+299%	+$3.41M	0.43%	59
2023 Q3	$1.14M	Hold	46,510	–	–	0.12%	94
2023 Q2	$1.14M	Sell	46,510 -7,750	-14%	-$190K	0.12%	95
2023 Q1	$1.35M	Sell	54,260 -1,000	-2%	-$24.7K	0.14%	92
2022 Q4	$1.34M	Buy	+55,260	New	+$1.34M	0.15%	93

Other funds holding SJNK

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $7.06B AUM 28.93% 1-Year Est. Return

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Adell Harriman & Carpenter's SJNK Position: Q1 2026 in Review

Adell Harriman & Carpenter reduced its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 1.1% in Q1 2026, selling an estimated $50.2K and leaving 176,397 shares worth $4.41M. The position accounts for 0.27% of the portfolio, ranked #69.

Adell Harriman & Carpenter first reported a position in SJNK in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.75M in Q3 2024. 389 funds tracked by Wall St. Rank hold SJNK as of Q1 2026.

Adell Harriman & Carpenter held 176,397 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $4.41M as of Q1 2026.
Adell Harriman & Carpenter sold 1,990 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2026, an estimated $50.2K.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.27% of Adell Harriman & Carpenter's portfolio in Q1 2026, its #69 holding.
Adell Harriman & Carpenter first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2022 and has held it in 14 quarters since.
Adell Harriman & Carpenter's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $4.75M in Q3 2024.
389 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2026.

Based on Adell Harriman & Carpenter's 13F filing for Q1 2026, filed 4 May 2026.