CIA
SJNK icon

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

Capital Investment Advisors’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
2024
Q1 		– Sell
-20,554
Closed -$517K – 657
2023
Q4 		$517K Sell
20,554
-2,157
-9% -$52.9K 0.01% 378
2023
Q3 		$556K Sell
22,711
-2,860
-11% -$70.4K 0.02% 338
2023
Q2 		$632K Buy
25,571
+167
+0.7% +$4.1K 0.02% 308
2023
Q1 		$631K Sell
25,404
-2,685
-10% -$66.2K 0.02% 318
2022
Q4 		$681K Sell
28,089
-1,306
-4% -$31.7K 0.02% 306
2022
Q3 		$699K Buy
29,395
+195
+0.7% +$4.81K 0.02% 289
2022
Q2 		$704K Sell
29,200
-1,255
-4% -$31.7K 0.02% 298
2022
Q1 		$799K Buy
30,455
+94
+0.3% +$2.49K 0.02% 304
2021
Q4 		$824K Buy
30,361
+182
+0.6% +$4.95K 0.03% 306
2021
Q3 		$827K Sell
30,179
-115
-0.4% -$3.15K 0.03% 295
2021
Q2 		$836K Buy
30,294
+43
+0.1% +$1.18K 0.03% 302
2021
Q1 		$827K Sell
30,251
-1,062
-3% -$28.8K 0.03% 287
2020
Q4 		$844K Buy
31,313
+640
+2% +$16.9K 0.04% 265
2020
Q3 		$794K Sell
30,673
-2,427
-7% -$62.6K 0.04% 257
2020
Q2 		$834K Sell
33,100
-46,995
-59% -$1.16M 0.04% 244
2020
Q1 		$1.89M Sell
80,095
-12,429
-13% -$323K 0.12% 133
2019
Q4 		$2.49M Sell
92,524
-6,869
-7% -$184K 0.12% 136
2019
Q3 		$2.69M Sell
99,393
-796
-0.8% -$21.5K 0.14% 127
2019
Q2 		$2.73M Sell
100,189
-381
-0.4% -$10.3K 0.15% 122
2019
Q1 		$2.74M Sell
100,570
-5,772
-5% -$155K 0.16% 119
2018
Q4 		$2.77M Sell
106,342
-2,043
-2% -$54.8K 0.18% 108
2018
Q3 		$2.99M Sell
108,385
-2,128
-2% -$58.4K 0.18% 106
2018
Q2 		$3.02M Sell
110,513
-1,909
-2% -$52.3K 0.19% 105
2018
Q1 		$3.08M Sell
112,422
-667
-0.6% -$18.3K 0.2% 102
2017
Q4 		$3.12M Sell
113,089
-1,207
-1% -$33.5K 0.2% 108
2017
Q3 		$3.2M Sell
114,296
-1,282
-1% -$35.7K 0.22% 99
2017
Q2 		$3.23M Buy
115,578
+2,856
+3% +$79.9K 0.23% 97
2017
Q1 		$3.15M Sell
112,722
-1,186
-1% -$33.1K 0.24% 94
2016
Q4 		$3.15M Buy
113,908
+505
+0.4% +$13.9K 0.27% 85
2016
Q3 		$3.14M Sell
113,403
-1,916
-2% -$52.4K 0.28% 82
2016
Q2 		$3.11M Buy
115,319
+1,783
+2% +$47.2K 0.29% 78
2016
Q1 		$2.93M Buy
113,536
+1,873
+2% +$47.2K 0.29% 75
2015
Q4 		$2.87M Buy
111,663
+3,373
+3% +$89.9K 0.3% 77
2015
Q3 		$2.92M Sell
108,290
-6,315
-6% -$177K 0.33% 67
2015
Q2 		$3.31M Sell
114,605
-1,880
-2% -$54.9K 0.36% 66
2015
Q1 		$3.4M Sell
116,485
-709,379
-86% -$20.7M 0.36% 67
2014
Q4 		$23.9M Buy
825,864
+45,099
+6% +$1.33M 2.64% 4
2014
Q3 		$23.4M Buy
780,765
+81,165
+12% +$2.47M 2.67% 3
2014
Q2 		$21.7M Buy
699,600
+159,671
+30% +$4.93M 2.48% 4
2014
Q1 		$16.7M Buy
539,929
+133,696
+33% +$4.13M 2.1% 6
2013
Q4 		$12.5M Buy
+406,233
New +$12.5M 1.66% 9

Other funds holding SJNK

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Investment Advisors's SJNK Position: Q1 2024 in Review

Capital Investment Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2024, closing a stake of 20,554 shares — an estimated $517K sold.

Capital Investment Advisors first reported a position in SJNK in Q4 2013 and held it in 41 quarters. The position peaked at $23.9M in Q4 2014. 350 funds tracked by Wall St. Rank hold SJNK as of Q1 2024.

  • Capital Investment Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Capital Investment Advisors sold 20,554 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2024, an estimated $517K.
  • Capital Investment Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2013 and held it in 41 quarters.
  • Capital Investment Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $23.9M in Q4 2014.
  • 350 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2024.

Based on Capital Investment Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.