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

Avior Wealth 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
2025
Q1 		– Sell
-752
Closed -$19K – 2058
2024
Q4 		$19K Buy
752
+9
+1% +$229 ﹤0.01% 1424
2024
Q3 		$19.1K Sell
743
-48
-6% -$1.21K ﹤0.01% 1384
2024
Q2 		$19.8K Sell
791
-239
-23% -$5.96K ﹤0.01% 1352
2024
Q1 		$26K Buy
1,030
+255
+33% +$6.41K ﹤0.01% 1492
2023
Q4 		$19.5K Sell
775
-1,623
-68% -$39.8K ﹤0.01% 894
2023
Q3 		$58.7K Sell
2,398
-1,551
-39% -$38.2K ﹤0.01% 733
2023
Q2 		$97.5K Sell
3,949
-1,736
-31% -$42.6K 0.01% 634
2023
Q1 		$141K Buy
5,685
+6
+0.1% +$148 0.01% 581
2022
Q4 		$138K Buy
5,679
+49
+0.9% +$1.19K 0.01% 505
2022
Q3 		$133K Sell
5,630
-34
-0.6% -$838 0.01% 496
2022
Q2 		$136K Buy
5,664
+22
+0.4% +$555 0.01% 464
2022
Q1 		$148K Sell
5,642
-544
-9% -$14.4K 0.01% 465
2021
Q4 		$167K Buy
6,186
+32
+0.5% +$870 0.01% 449
2021
Q3 		$168K Buy
6,154
+437
+8% +$12K 0.01% 437
2021
Q2 		$170K Sell
5,717
-439
-7% -$12K 0.02% 414
2021
Q1 		$168K Sell
6,156
-310
-5% -$8.4K 0.02% 412
2020
Q4 		$174K Buy
6,466
+358
+6% +$9.45K 0.02% 391
2020
Q3 		$158K Buy
6,108
+12
+0.2% +$310 0.02% 395
2020
Q2 		$153K Buy
6,096
+428
+8% +$10.5K 0.02% 399
2020
Q1 		$133K Sell
5,668
-181
-3% -$4.7K 0.03% 395
2019
Q4 		$157K Buy
5,849
+884
+18% +$23.7K 0.03% 395
2019
Q3 		$134K Buy
4,965
+1,928
+63% +$52.1K 0.02% 393
2019
Q2 		$83K Buy
3,037
+1,819
+149% +$49.4K 0.01% 423
2019
Q1 		$33K Buy
1,218
+162
+15% +$4.36K 0.01% 457
2018
Q4 		$27K Buy
+1,056
New +$28.3K 0.01% 503

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Avior Wealth Management's SJNK Position: Q1 2025 in Review

Avior Wealth Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2025, closing a stake of 752 shares — an estimated $19K sold.

Avior Wealth Management first reported a position in SJNK in Q4 2018 and held it in 25 quarters. The position peaked at $174K in Q4 2020. 377 funds tracked by Wall St. Rank hold SJNK as of Q1 2025.

  • Avior Wealth Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 752 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2025, an estimated $19K.
  • Avior Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2018 and held it in 25 quarters.
  • Avior Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $174K in Q4 2020.
  • 377 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.