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

Cary Street Partners 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
2024 Q4	–	Sell	-8,468	Closed	-$218K	–	717
2024 Q3	$218K	Hold	8,468	–	–	0.01%	705
2024 Q2	$211K	Hold	8,468	–	–	0.01%	698
2024 Q1	$214K	Hold	8,468	–	–	0.01%	661
2023 Q4	$213K	Hold	8,468	–	–	0.01%	604
2023 Q3	$207K	Hold	8,468	–	–	0.01%	543
2023 Q2	$209K	Buy	8,468 +766	+10%	+$18.8K	0.01%	500
2023 Q1	$191K	Sell	7,702 -160	-2%	-$3.94K	0.01%	478
2022 Q4	$191K	Buy	+7,862	New	+$191K	0.01%	480
2022 Q2	–	Sell	-7,962	Closed	-$209K	–	560
2022 Q1	$209K	Hold	7,962	–	–	0.06%	256
2021 Q4	$216K	Hold	7,962	–	–	0.06%	248
2021 Q3	$218K	Hold	7,962	–	–	0.07%	225
2021 Q2	$220K	Sell	7,962 -30	-0.4%	-$822	0.07%	225
2021 Q1	$218K	Sell	7,992 -2,251	-22%	-$61K	0.09%	195
2020 Q4	$276K	Buy	10,243 +2,201	+27%	+$58.1K	0.05%	265
2020 Q3	$208K	Hold	8,042	–	–	0.04%	252
2020 Q2	$202K	Buy	+8,042	New	+$198K	0.29%	103
2020 Q1	–	Sell	-8,092	Closed	-$218K	–	121
2019 Q4	$218K	Buy	+8,092	New	+$217K	0.24%	108
2018 Q4	$262K	Buy	+10,072	New	+$270K	0.25%	75

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

AIA

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCMG

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

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

Cary Street Partners Investment Advisory's SJNK Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2024, closing a stake of 8,468 shares — an estimated $218K sold.

Cary Street Partners Investment Advisory first reported a position in SJNK in Q4 2018 and held it in 18 quarters. The position peaked at $276K in Q4 2020. 382 funds tracked by Wall St. Rank hold SJNK as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 8,468 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2024, an estimated $218K.
Cary Street Partners Investment Advisory first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2018 and held it in 18 quarters.
Cary Street Partners Investment Advisory's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $276K in Q4 2020.
382 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.