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

Arete Wealth Advisors’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 		$706K Sell
28,250
-3,591
-11% -$90.5K 0.05% 247
2025
Q4 		$806K Buy
31,841
+6,361
+25% +$161K 0.05% 325
2025
Q3 		$651K Buy
25,480
+4,060
+19% +$103K 0.04% 372
2025
Q2 		$546K Buy
21,420
+1,131
+6% +$28.3K 0.04% 383
2025
Q1 		$510K Buy
20,289
+3,051
+18% +$77.5K 0.04% 388
2024
Q4 		$435K Buy
17,238
+7,585
+79% +$193K 0.03% 451
2024
Q3 		$249K Sell
9,653
-1,102
-10% -$27.9K 0.02% 580
2024
Q2 		$269K Sell
10,755
-2,994
-22% -$74.6K 0.02% 563
2024
Q1 		$347K Sell
13,749
-4,314
-24% -$108K 0.03% 328
2023
Q4 		$454K Buy
+18,063
New +$443K 0.03% 423
2023
Q3 		– Sell
-34,598
Closed -$855K – 673
2023
Q2 		$855K Buy
34,598
+8,794
+34% +$216K 0.08% 238
2023
Q1 		$641K Sell
25,804
-6,172
-19% -$152K 0.05% 288
2022
Q4 		$775M Sell
31,976
-312
-1% -$7.58K 0.07% 246
2022
Q3 		$768K Buy
32,288
+3,136
+11% +$77.3K 0.08% 222
2022
Q2 		$703K Buy
29,152
+959
+3% +$24.2K 0.07% 192
2022
Q1 		$731K Buy
28,193
+4,804
+21% +$127K 0.06% 224
2021
Q4 		$594K Buy
23,389
+2,668
+13% +$72.5K 0.05% 258
2021
Q3 		$568K Buy
20,721
+5,321
+35% +$146K 0.06% 238
2021
Q2 		$351K Buy
15,400
+686
+5% +$18.8K 0.05% 243
2021
Q1 		$402K Buy
+14,714
New +$399K 0.05% 274
2020
Q3 		– Sell
-16,400
Closed -$413K – 409
2020
Q2 		$413K Buy
16,400
+779
+5% +$19.2K 0.07% 246
2020
Q1 		$368K Buy
15,621
+1,044
+7% +$27.1K 0.07% 225
2019
Q4 		$393K Buy
14,577
+142
+1% +$3.8K 0.07% 261
2019
Q3 		$390K Buy
14,435
+548
+4% +$14.8K 0.07% 252
2019
Q2 		$378K Buy
13,887
+1,176
+9% +$31.9K 0.07% 264
2019
Q1 		$346K Buy
12,711
+699
+6% +$18.8K 0.07% 263
2018
Q4 		$313K Buy
12,012
+1,082
+10% +$29K 0.08% 266
2018
Q3 		$302K Buy
10,930
+541
+5% +$14.8K 0.07% 268
2018
Q2 		$284K Buy
10,389
+220
+2% +$6.03K 0.07% 286
2018
Q1 		$278K Buy
+10,169
New +$280K 0.09% 248

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Wealthfront Advisers
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Arete Wealth Advisors's SJNK Position: Q1 2026 in Review

Arete Wealth Advisors reduced its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 11% in Q1 2026, selling an estimated $90.5K and leaving 28,250 shares worth $706K. The position accounts for 0.05% of the portfolio, ranked #247.

Arete Wealth Advisors first reported a position in SJNK in Q1 2018 and has held it in 30 quarters since. The position peaked at $775M in Q4 2022. 389 funds tracked by Wall St. Rank hold SJNK as of Q1 2026.

  • Arete Wealth Advisors held 28,250 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $706K as of Q1 2026.
  • Arete Wealth Advisors sold 3,591 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2026, an estimated $90.5K.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.05% of Arete Wealth Advisors's portfolio in Q1 2026, its #247 holding.
  • Arete Wealth Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2018 and has held it in 30 quarters since.
  • Arete Wealth Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $775M in Q4 2022.
  • 389 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.