CFC Planning Company’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

CFC Planning Company’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
2025 Q3	–	Sell	-38,840	Closed	-$990K	–	116
2025 Q2	$990K	Sell	38,840 -7,605	-16%	-$190K	0.93%	32
2025 Q1	$1.17M	Sell	46,445 -48,851	-51%	-$1.24M	1.25%	31
2024 Q4	$2.41M	Buy	+95,296	New	+$2.43M	2.58%	13

Other funds holding SJNK

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

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

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

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

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

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

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

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

EWM

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

CCMG

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

CFC Planning Company's SJNK Position: Q3 2025 in Review

CFC Planning Company sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q3 2025, closing a stake of 38,840 shares — an estimated $990K sold.

CFC Planning Company first reported a position in SJNK in Q4 2024 and held it in 3 quarters. The position peaked at $2.41M in Q4 2024. 401 funds tracked by Wall St. Rank hold SJNK as of Q3 2025.

CFC Planning Company reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
CFC Planning Company sold 38,840 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2025, an estimated $990K.
CFC Planning Company first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2024 and held it in 3 quarters.
CFC Planning Company's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $2.41M in Q4 2024.
401 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2025.

Based on CFC Planning Company's 13F filing for Q3 2025, filed 29 Oct 2025.