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

Curi Wealth Management’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	-89,003	Closed	-$2.16M	–	187
2022 Q4	$2.16M	Buy	+89,003	New	+$2.16M	0.3%	53

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

Curi Wealth Management's SJNK Position: Q1 2023 in Review

Curi Wealth Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2023, closing a stake of 89,003 shares — an estimated $2.16M sold.

Curi Wealth Management first reported a position in SJNK in Q4 2022 and held it in 1 quarter. The position peaked at $2.16M in Q4 2022. 318 funds tracked by Wall St. Rank hold SJNK as of Q1 2023.

Curi Wealth Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
Curi Wealth Management sold 89,003 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2023, an estimated $2.16M.
Curi Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2022 and held it in 1 quarter.
Curi Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $2.16M 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 Curi Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.