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

Allen Capital 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
2022 Q2	–	Sell	-149,300	Closed	-$22K	–	173
2022 Q1	$22K	Buy	+149,300	New	+$3.96M	﹤0.01%	167
2021 Q4	–	Sell	-141,700	Closed	-$16K	–	169
2021 Q3	$16K	Sell	141,700 -77,100	-35%	-$2.11M	﹤0.01%	158
2021 Q2	$38K	Buy	+218,800	New	+$5.99M	0.01%	154

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

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

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

OPAM

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

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

EWM

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

Allen Capital Group's SJNK Position: Q3 2023 in Review

Allen Capital Group sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q3 2023, closing a stake of 25,511 shares — an estimated $630K sold.

Allen Capital Group first reported a position in SJNK in Q1 2020 and held it in 13 quarters. The position peaked at $25.9M in Q2 2022. 338 funds tracked by Wall St. Rank hold SJNK as of Q3 2023.

Allen Capital Group reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q3 2023 after selling out during the quarter.
Allen Capital Group sold 25,511 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2023, an estimated $630K.
Allen Capital Group first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2020 and held it in 13 quarters.
Allen Capital Group's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $25.9M in Q2 2022.
338 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2023.

Based on Allen Capital Group's 13F filing for Q3 2023, filed 1 Nov 2023.