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Albion Financial Group’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Albion Financial 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
Q1 		– Sell
-200
Closed -$5.05K – 677
2024
Q4 		$5.05K Sell
200
-180
-47% -$4.59K ﹤0.01% 461
2024
Q3 		$9.79K Sell
380
-460
-55% -$11.6K ﹤0.01% 335
2024
Q2 		$21K Buy
840
+180
+27% +$4.49K ﹤0.01% 291
2024
Q1 		$16.6K Sell
660
-685
-51% -$17.2K ﹤0.01% 290
2023
Q4 		$33.8K Buy
1,345
+200
+17% +$4.91K ﹤0.01% 248
2023
Q3 		$28K Hold
1,145
– – ﹤0.01% 244
2023
Q2 		$28.3K Buy
1,145
+10
+0.9% +$245 ﹤0.01% 252
2023
Q1 		$28.2K Sell
1,135
-3,700
-77% -$91.2K ﹤0.01% 235
2022
Q4 		$117K Buy
4,835
+1,700
+54% +$41.3K 0.01% 182
2022
Q3 		$75K Hold
3,135
– – 0.01% 197
2022
Q2 		$76K Hold
3,135
– – 0.01% 204
2022
Q1 		$82K Sell
3,135
-3,490
-53% -$92.5K 0.01% 237
2021
Q4 		$180K Sell
6,625
-1,867
-22% -$50.8K 0.01% 216
2021
Q3 		$233K Hold
8,492
– – 0.02% 175
2021
Q2 		$234K Buy
+8,492
New +$233K 0.02% 177
2020
Q4 		$175K Buy
+6,492
New +$171K 0.02% 186
2014
Q4 		– Sell
-149,514
Closed -$4.47M – 185
2014
Q3 		$4.47M Sell
149,514
-4,479
-3% -$136K 0.79% 26
2014
Q2 		$4.77M Buy
153,993
+1,694
+1% +$52.3K 0.83% 29
2014
Q1 		$4.72M Buy
152,299
+8,751
+6% +$270K 0.87% 30
2013
Q4 		$4.43M Buy
143,548
+4,129
+3% +$127K 0.83% 29
2013
Q3 		$4.26M Buy
139,419
+128,176
+1,140% +$3.91M 0.91% 29
2013
Q2 		$339K Buy
+11,243
New +$346K 0.08% 105

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Albion Financial Group's SJNK Position: Q1 2025 in Review

Albion Financial Group sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2025, closing a stake of 200 shares — an estimated $5.05K sold.

Albion Financial Group first reported a position in SJNK in Q2 2013 and held it in 22 quarters. The position peaked at $4.77M in Q2 2014. 375 funds tracked by Wall St. Rank hold SJNK as of Q1 2025.

  • Albion Financial Group reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Albion Financial Group sold 200 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2025, an estimated $5.05K.
  • Albion Financial Group first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2013 and held it in 22 quarters.
  • Albion Financial Group's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $4.77M in Q2 2014.
  • 375 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2025.

Based on Albion Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.