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

Columbia Advisory Partners’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	-29,952	Closed	-$733K	–	73
2023 Q3	$733K	Sell	29,952 -253	-0.8%	-$6.23K	0.8%	22
2023 Q2	$746K	Buy	+30,205	New	+$741K	0.8%	18

Other funds holding SJNK

IMPI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

EWM

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

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

Columbia Advisory Partners's SJNK Position: Q4 2023 in Review

Columbia Advisory Partners sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2023, closing a stake of 29,952 shares — an estimated $733K sold.

Columbia Advisory Partners first reported a position in SJNK in Q2 2023 and held it in 2 quarters. The position peaked at $746K in Q2 2023. 359 funds tracked by Wall St. Rank hold SJNK as of Q4 2023.

Columbia Advisory Partners reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
Columbia Advisory Partners sold 29,952 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2023, an estimated $733K.
Columbia Advisory Partners first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2023 and held it in 2 quarters.
Columbia Advisory Partners's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $746K in Q2 2023.
359 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2023.

Based on Columbia Advisory Partners's 13F filing for Q4 2023, filed 10 Jan 2024.