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

Centennial Wealth 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
2023 Q4	–	Sell	-8,724	Closed	-$213K	–	150
2023 Q3	$213K	Sell	8,724 -386	-4%	-$9.5K	0.11%	128
2023 Q2	$225K	Buy	+9,110	New	+$224K	0.12%	117
2023 Q1	–	Sell	-9,824	Closed	-$238K	–	135
2022 Q4	$238K	Buy	+9,824	New	+$239K	0.13%	108
2022 Q1	–	Sell	-10,589	Closed	-$287K	–	114
2021 Q4	$287K	Sell	10,589 -4,027	-28%	-$109K	0.16%	64
2021 Q3	$400K	Sell	14,616 -1,629	-10%	-$44.6K	0.24%	48
2021 Q2	$448K	Sell	16,245 -1,852	-10%	-$50.7K	0.28%	51
2021 Q1	$495K	Sell	18,097 -633	-3%	-$17.2K	0.33%	57
2020 Q4	$505K	Buy	+18,730	New	+$494K	0.36%	55

Other funds holding SJNK

IMPI

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

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

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

AIA

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

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

CCMG

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Centennial Wealth Advisory's SJNK Position: Q4 2023 in Review

Centennial Wealth Advisory sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2023, closing a stake of 8,724 shares — an estimated $213K sold.

Centennial Wealth Advisory first reported a position in SJNK in Q4 2020 and held it in 8 quarters. The position peaked at $505K in Q4 2020. 359 funds tracked by Wall St. Rank hold SJNK as of Q4 2023.

Centennial Wealth Advisory reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
Centennial Wealth Advisory sold 8,724 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2023, an estimated $213K.
Centennial Wealth Advisory first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2020 and held it in 8 quarters.
Centennial Wealth Advisory's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $505K in Q4 2020.
359 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2023.

Based on Centennial Wealth Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.