Benchmark Financial’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Benchmark Financial’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 Q3	$5.06M	Buy	208,470 +10,281	+5%	+$255K	3.88%	8
2026 Q2	$4.96M	Buy	198,189 +4,671	+2%	+$117K	4.04%	8
2026 Q1	$4.83M	Buy	193,518 +25,022	+15%	+$631K	4.34%	8
2025 Q4	$4.27M	Buy	+168,496	New	+$4.27M	4.25%	7

Other funds holding SJNK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Benchmark Financial's SJNK Position: Q3 2026 in Review

Benchmark Financial increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 5.2% in Q3 2026, buying an estimated $255K and bringing the position to 208,470 shares worth $5.06M. The position accounts for 3.88% of the portfolio, ranked #8.

Benchmark Financial first reported a position in SJNK in Q4 2025 and has held it in 4 quarters since. 211 funds tracked by Wall St. Rank hold SJNK as of Q3 2026.

Benchmark Financial held 208,470 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $5.06M as of Q3 2026.
Benchmark Financial bought 10,281 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2026, an estimated $255K.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 3.88% of Benchmark Financial's portfolio in Q3 2026, its #8 holding.
Benchmark Financial first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2025 and has held it in 4 quarters since.
211 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.