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

Cape Investment Advisory’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 Q2	$4.71K	Buy	+188	New	+$4.71K	﹤0.01%	1044
2026 Q1	–	Sell	-310	Closed	-$7.85K	–	1031
2025 Q4	$7.85K	Buy	310 +214	+223%	+$5.43K	﹤0.01%	799
2025 Q3	$2.46K	Buy	+96	New	+$2.44K	﹤0.01%	648
2024 Q2	–	Sell	-82	Closed	-$2.07K	–	980
2024 Q1	$2.07K	Buy	+82	New	+$2.06K	﹤0.01%	766

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Cape Investment Advisory's SJNK Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2026: 188 shares worth $4.71K. The stake represents ﹤0.01% of the portfolio and ranks #1044 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SJNK as recently as Q4 2025.

Cape Investment Advisory first reported a position in SJNK in Q1 2024 and has held it in 4 quarters since. The position peaked at $7.85K in Q4 2025. 399 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

Cape Investment Advisory held 188 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $4.71K as of Q2 2026.
State Street SPDR Bloomberg Short Term High Yield Bond ETF was a new Cape Investment Advisory position in Q2 2026.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1044 holding.
Cape Investment Advisory first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2024 and has held it in 4 quarters since.
Cape Investment Advisory's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $7.85K in Q4 2025.
399 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.