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

Ategra Capital Management’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
2021 Q4	–	Sell	-10,710	Closed	-$293K	–	115
2021 Q3	$293K	Hold	10,710	–	–	0.14%	89
2021 Q2	$295K	Sell	10,710 -4,682	-30%	-$128K	0.14%	89
2021 Q1	$421K	Sell	15,392 -87,738	-85%	-$2.38M	0.23%	73
2020 Q4	$2.78M	Buy	103,130 +60,243	+140%	+$1.59M	1.94%	14
2020 Q3	$1.11M	Buy	42,887 +474	+1%	+$12.2K	0.99%	30
2020 Q2	$1.07M	Buy	+42,413	New	+$1.04M	1.02%	25
2020 Q1	–	Sell	-23,538	Closed	-$634K	–	92
2019 Q4	$634K	Buy	23,538 +2,362	+11%	+$63.3K	0.53%	37
2019 Q3	$572K	Buy	21,176 +3,367	+19%	+$91K	0.52%	41
2019 Q2	$485K	Sell	17,809 -413	-2%	-$11.2K	0.45%	47
2019 Q1	$497K	Buy	+18,222	New	+$491K	0.49%	43

Other funds holding SJNK

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ategra Capital Management's SJNK Position: Q4 2021 in Review

Ategra Capital Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2021, closing a stake of 10,710 shares — an estimated $293K sold.

Ategra Capital Management first reported a position in SJNK in Q1 2019 and held it in 10 quarters. The position peaked at $2.78M in Q4 2020. 361 funds tracked by Wall St. Rank hold SJNK as of Q4 2021.

Ategra Capital Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2021 after selling out during the quarter.
Ategra Capital Management sold 10,710 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2021, an estimated $293K.
Ategra Capital Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2019 and held it in 10 quarters.
Ategra Capital Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $2.78M in Q4 2020.
361 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2021.

Based on Ategra Capital Management's 13F filing for Q4 2021, filed 14 Feb 2025.