Avantax Advisory Services’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Avantax Advisory Services’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	$814K	Buy	31,952 +1,068	+3%	+$26.7K	﹤0.01%	1292
2025 Q1	$777K	Buy	30,884 +15,776	+104%	+$401K	﹤0.01%	1220
2024 Q4	$381K	Buy	15,108 +5,388	+55%	+$137K	﹤0.01%	1625
2024 Q3	$250K	Sell	9,720 -1,583	-14%	-$40K	﹤0.01%	1881
2024 Q2	$282K	Sell	11,303 -3,587	-24%	-$89.4K	﹤0.01%	1733
2024 Q1	$376K	Buy	14,890 +1,537	+12%	+$38.6K	﹤0.01%	1179
2023 Q4	$336K	Buy	13,353 +2,198	+20%	+$53.9K	﹤0.01%	1185
2023 Q3	$273K	Buy	11,155 +216	+2%	+$5.32K	﹤0.01%	1249
2023 Q2	$270K	Buy	10,939 +2,405	+28%	+$59K	﹤0.01%	1241
2023 Q1	$212K	Buy	+8,534	New	+$210K	﹤0.01%	1345
2020 Q4	–	Sell	-10,601	Closed	-$272K	–	1294
2020 Q3	$272K	Buy	+10,601	New	+$274K	﹤0.01%	1076

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Avantax Advisory Services's SJNK Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 3.5% in Q2 2025, buying an estimated $26.7K and bringing the position to 31,952 shares worth $814K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Avantax Advisory Services first reported a position in SJNK in Q3 2020 and has held it in 11 quarters since. 391 funds tracked by Wall St. Rank hold SJNK as of Q2 2025.

Avantax Advisory Services held 31,952 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $814K as of Q2 2025.
Avantax Advisory Services bought 1,068 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2025, an estimated $26.7K.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1292 holding.
Avantax Advisory Services first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2020 and has held it in 11 quarters since.
391 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.