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

Carroll Financial Associates’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
2021 Q4	$433K	Buy	+15,945	New	+$434K	0.02%	267
2021 Q1	–	Sell	-262	Closed	-$7K	–	1756
2020 Q4	$7K	Hold	262	–	–	﹤0.01%	1207
2020 Q3	$6K	Hold	262	–	–	﹤0.01%	1165
2020 Q2	$6K	Hold	262	–	–	﹤0.01%	1165
2020 Q1	$6K	Hold	262	–	–	﹤0.01%	1089
2019 Q4	$7K	Buy	+262	New	+$7.02K	﹤0.01%	1182
2017 Q4	–	Sell	-170	Closed	-$4K	–	1298
2017 Q3	$4K	Buy	+170	New	+$4.74K	﹤0.01%	1033
2017 Q1	–	Sell	-17	Closed	–	–	1232
2016 Q4	$0	Buy	+17	New	+$468	﹤0.01%	1216
2016 Q1	–	Sell	-545	Closed	-$14K	–	1211
2015 Q4	$14K	Hold	545	–	–	﹤0.01%	671
2015 Q3	$14K	Hold	545	–	–	﹤0.01%	649
2015 Q2	$16K	Hold	545	–	–	﹤0.01%	613
2015 Q1	$16K	Hold	545	–	–	0.01%	459
2014 Q4	$16K	Buy	+545	New	+$16.1K	0.01%	421

Other funds holding SJNK

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carroll Financial Associates's SJNK Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2021: 15,945 shares worth $433K. The stake represents 0.02% of the portfolio and ranks #267 among its holdings. This is a return to the name: Carroll Financial Associates previously reported a position in SJNK as recently as Q4 2020.

Carroll Financial Associates first reported a position in SJNK in Q4 2014 and has held it in 13 quarters since. 360 funds tracked by Wall St. Rank hold SJNK as of Q4 2021.

Carroll Financial Associates held 15,945 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $433K as of Q4 2021.
State Street SPDR Bloomberg Short Term High Yield Bond ETF was a new Carroll Financial Associates position in Q4 2021.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.02% of Carroll Financial Associates's portfolio in Q4 2021, its #267 holding.
Carroll Financial Associates first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2014 and has held it in 13 quarters since.
360 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.