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

CreativeOne Wealth’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 Q1	–	Sell	-560,745	Closed	-$13.6M	–	833
2022 Q4	$13.6M	Buy	560,745 +521,284	+1,321%	+$12.7M	0.75%	24
2022 Q3	$938K	Buy	39,461 +1,069	+3%	+$26.3K	0.06%	275
2022 Q2	$926K	Buy	+38,392	New	+$969K	0.05%	276
2019 Q2	–	Sell	-8,216	Closed	-$224K	–	182
2019 Q1	$224K	Buy	+8,216	New	+$221K	0.06%	120

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

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

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

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

EMPI

Elo Mutual Pension Insurance Espoo, Finland $7.77B AUM 35.27% 1-Year Est. Return

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

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

EWM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CreativeOne Wealth's SJNK Position: Q1 2023 in Review

CreativeOne Wealth sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2023, closing a stake of 560,745 shares — an estimated $13.6M sold.

CreativeOne Wealth first reported a position in SJNK in Q1 2019 and held it in 4 quarters. The position peaked at $13.6M in Q4 2022. 318 funds tracked by Wall St. Rank hold SJNK as of Q1 2023.

CreativeOne Wealth reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
CreativeOne Wealth sold 560,745 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2023, an estimated $13.6M.
CreativeOne Wealth first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2019 and held it in 4 quarters.
CreativeOne Wealth's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $13.6M in Q4 2022.
318 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2023.

Based on CreativeOne Wealth's 13F filing for Q1 2023, filed 15 May 2023.