Colton Groome Financial Advisors’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Colton Groome Financial 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
2022 Q4	–	Sell	-30,994	Closed	-$737K	–	128
2022 Q3	$737K	Buy	30,994 +1,344	+5%	+$33.1K	0.38%	49
2022 Q2	$715K	Sell	29,650 -3,880	-12%	-$98K	0.36%	43
2022 Q1	$880K	Sell	33,530 -43,062	-56%	-$1.14M	0.41%	41
2021 Q4	$2.08M	Buy	76,592 +29,822	+64%	+$811K	0.84%	34
2021 Q3	$1.28M	Buy	46,770 +11,204	+32%	+$307K	0.56%	37
2021 Q2	$981K	Sell	35,566 -333	-0.9%	-$9.12K	0.45%	40
2021 Q1	$981K	Buy	35,899 +4,311	+14%	+$117K	0.55%	27
2020 Q4	$851K	Buy	31,588 +551	+2%	+$14.5K	0.55%	32
2020 Q3	$803K	Buy	31,037 +4,110	+15%	+$106K	0.56%	31
2020 Q2	$679K	Buy	26,927 +11,208	+71%	+$276K	0.49%	32
2020 Q1	$370K	Sell	15,719 -10,701	-41%	-$278K	0.31%	40
2019 Q4	$712K	Buy	26,420 +1,250	+5%	+$33.5K	0.51%	37
2019 Q3	$673K	Buy	25,170 +1,298	+5%	+$35.1K	0.5%	39
2019 Q2	$650K	Buy	+23,872	New	+$648K	0.52%	32

Other funds holding SJNK

IMPI

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

APC

Aristotle Pacific Capital Newport Beach, California $210M AUM 2.03% 1-Year Est. Return

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

Colton Groome Financial Advisors's SJNK Position: Q4 2022 in Review

Colton Groome Financial Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2022, closing a stake of 30,994 shares — an estimated $737K sold.

Colton Groome Financial Advisors first reported a position in SJNK in Q2 2019 and held it in 14 quarters. The position peaked at $2.08M in Q4 2021. 347 funds tracked by Wall St. Rank hold SJNK as of Q4 2022.

Colton Groome Financial Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
Colton Groome Financial Advisors sold 30,994 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2022, an estimated $737K.
Colton Groome Financial Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2019 and held it in 14 quarters.
Colton Groome Financial Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $2.08M in Q4 2021.
347 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2022.

Based on Colton Groome Financial Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.