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

ADG Wealth Management Group’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
2025 Q2	–	Sell	-48,627	Closed	-$3.4M	–	30
2025 Q1	$3.4M	Buy	48,627 +40,612	+507%	+$1.03M	3.21%	12
2024 Q4	$202K	Buy	+8,015	New	+$204K	0.18%	27

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

EWM

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

ADG Wealth Management Group's SJNK Position: Q2 2025 in Review

ADG Wealth Management Group sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2025, closing a stake of 48,627 shares — an estimated $3.4M sold.

ADG Wealth Management Group first reported a position in SJNK in Q4 2024 and held it in 2 quarters. The position peaked at $3.4M in Q1 2025. 392 funds tracked by Wall St. Rank hold SJNK as of Q2 2025.

ADG Wealth Management Group reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
ADG Wealth Management Group sold 48,627 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2025, an estimated $3.4M.
ADG Wealth Management Group first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2024 and held it in 2 quarters.
ADG Wealth Management Group's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $3.4M in Q1 2025.
392 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2025.

Based on ADG Wealth Management Group's 13F filing for Q2 2025, filed 5 Aug 2025.