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

Capital Advisors Ltd’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	$863K	Buy	34,471 +1,200	+4%	+$30.1K	0.09%	142
2026 Q1	$831K	Buy	33,271 +395	+1%	+$9.96K	0.09%	132
2025 Q4	$832K	Sell	32,876 -228	-0.7%	-$5.78K	0.09%	123
2025 Q3	$847K	Sell	33,104 -1,960	-6%	-$49.9K	0.1%	121
2025 Q2	$893K	Hold	35,064	–	–	0.11%	108
2025 Q1	$882K	Hold	35,064	–	–	0.12%	108
2024 Q4	$885K	Hold	35,064	–	–	0.11%	110
2024 Q3	$903K	Buy	35,064 +798	+2%	+$20.2K	0.11%	111
2024 Q2	$856K	Buy	34,266 +6,630	+24%	+$165K	0.11%	112
2024 Q1	$697K	Hold	27,636	–	–	0.09%	126
2023 Q4	$695K	Sell	27,636 -3,289	-11%	-$80.7K	0.1%	117
2023 Q3	$756K	Sell	30,925 -611	-2%	-$15K	0.12%	107
2023 Q2	$779K	Sell	31,536 -1,424	-4%	-$35K	0.12%	106
2023 Q1	$819K	Buy	32,960 +13	+0%	+$320	0.13%	90
2022 Q4	$799K	Buy	32,947 +11,673	+55%	+$284K	0.14%	95
2022 Q3	$506K	Sell	21,274 -1,228	-5%	-$30.3K	0.1%	125
2022 Q2	$543K	Buy	22,502 +5,563	+33%	+$140K	0.1%	121
2022 Q1	$444K	Buy	16,939 +1,007	+6%	+$26.7K	0.07%	148
2021 Q4	$433K	Buy	15,932 +2,633	+20%	+$71.6K	0.07%	149
2021 Q3	$364K	Buy	13,299 +7,272	+121%	+$199K	0.07%	145
2021 Q2	$166K	Hold	6,027	–	–	0.03%	223
2021 Q1	$165K	Sell	6,027 -4,132	-41%	-$112K	0.03%	200
2020 Q4	$274K	Sell	10,159 -292	-3%	-$7.71K	0.06%	146
2020 Q3	$270K	Hold	10,451	–	–	0.07%	135
2020 Q2	$263K	Sell	10,451 -2,104	-17%	-$51.8K	0.07%	128
2020 Q1	$296K	Sell	12,555 -147	-1%	-$3.82K	0.09%	114
2019 Q4	$342K	Sell	12,702 -514	-4%	-$13.8K	0.09%	103
2019 Q3	$357K	Hold	13,216	–	–	0.1%	103
2019 Q2	$360K	Hold	13,216	–	–	0.1%	102
2019 Q1	$360K	Sell	13,216 -3,112	-19%	-$83.8K	0.1%	107
2018 Q4	$425K	Buy	16,328 +1,675	+11%	+$45K	0.13%	101
2018 Q3	$404K	Hold	14,653	–	–	0.11%	100
2018 Q2	$400K	Hold	14,653	–	–	0.13%	89
2018 Q1	$401K	Hold	14,653	–	–	0.13%	89
2017 Q4	$404K	Buy	14,653 +270	+2%	+$7.48K	0.13%	80
2017 Q3	$402K	Sell	14,383 -2,563	-15%	-$71.5K	0.14%	81
2017 Q2	$474K	Sell	16,946 -499	-3%	-$14K	0.17%	79
2017 Q1	$488K	Buy	17,445 +582	+3%	+$16.2K	0.19%	72
2016 Q4	$467K	Buy	16,863 +246	+1%	+$6.77K	0.19%	70
2016 Q3	$460K	Buy	16,617 +4	+0%	+$109	0.2%	66
2016 Q2	$448K	Buy	16,613 +4	+0%	+$106	0.21%	69
2016 Q1	$429K	Sell	16,609 -5,541	-25%	-$140K	0.21%	62
2015 Q4	$569K	Buy	22,150 +355	+2%	+$9.46K	0.3%	51
2015 Q3	$587K	Buy	21,795 +357	+2%	+$9.99K	0.32%	50
2015 Q2	$620K	Buy	21,438 +388	+2%	+$11.3K	0.32%	49
2015 Q1	$614K	Buy	21,050 +1,554	+8%	+$45.3K	0.32%	48
2014 Q4	$564K	Sell	19,496 -172	-0.9%	-$5.07K	0.31%	49
2014 Q3	$588K	Buy	19,668 +4,345	+28%	+$132K	0.33%	47
2014 Q2	$474K	Buy	15,323 +11,523	+303%	+$356K	0.27%	54
2014 Q1	$118K	Buy	+3,800	New	+$117K	0.07%	128

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

Capital Advisors Ltd's SJNK Position: Q2 2026 in Review

Capital Advisors Ltd increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 3.6% in Q2 2026, buying an estimated $30.1K and bringing the position to 34,471 shares worth $863K. The position accounts for 0.09% of the portfolio, ranked #142.

Capital Advisors Ltd first reported a position in SJNK in Q1 2014 and has held it in 50 quarters since. The position peaked at $903K in Q3 2024. 396 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

Capital Advisors Ltd held 34,471 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $863K as of Q2 2026.
Capital Advisors Ltd bought 1,200 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $30.1K.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.09% of Capital Advisors Ltd's portfolio in Q2 2026, its #142 holding.
Capital Advisors Ltd first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2014 and has held it in 50 quarters since.
Capital Advisors Ltd's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $903K in Q3 2024.
396 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.