Dakota Wealth Management’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,189
| Closed | -$271K | – | 644 |
|
|
2022
Q4 | $271K | Sell |
11,189
-20,298
| -64% | -$493K | 0.02% | 461 |
|
|
2022
Q3 | $749K | Sell |
31,487
-51,194
| -62% | -$1.26M | 0.06% | 259 |
|
|
2022
Q2 | $1.99M | Sell |
82,681
-26,161
| -24% | -$660K | 0.18% | 131 |
|
|
2022
Q1 | $2.86M | Buy |
108,842
+742
| +0.7% | +$19.7K | 0.23% | 119 |
|
|
2021
Q4 | $2.94M | Sell |
108,100
-52,371
| -33% | -$1.42M | 0.31% | 88 |
|
|
2021
Q3 | $4.39M | Sell |
160,471
-12,995
| -7% | -$356K | 0.51% | 57 |
|
|
2021
Q2 | $4.78M | Buy |
173,466
+825
| +0.5% | +$22.6K | 0.57% | 46 |
|
|
2021
Q1 | $4.72M | Sell |
172,641
-54,424
| -24% | -$1.48M | 0.62% | 44 |
|
|
2020
Q4 | $6.12M | Sell |
227,065
-2,650
| -1% | -$69.9K | 0.8% | 31 |
|
|
2020
Q3 | $5.94M | Sell |
229,715
-10,659
| -4% | -$275K | 0.94% | 28 |
|
|
2020
Q2 | $6.06M | Sell |
240,374
-3,474
| -1% | -$85.5K | 1.04% | 23 |
|
|
2020
Q1 | $5.75M | Sell |
243,848
-160
| -0.1% | -$4.15K | 1.25% | 18 |
|
|
2019
Q4 | $6.57M | Sell |
244,008
-6,851
| -3% | -$184K | 1.05% | 22 |
|
|
2019
Q3 | $6.78M | Sell |
250,859
-9,253
| -4% | -$250K | 1.17% | 21 |
|
|
2019
Q2 | $7.08M | Sell |
260,112
-3,673
| -1% | -$99.7K | 1.36% | 15 |
|
|
2019
Q1 | $7.19M | Sell |
263,785
-9,276
| -3% | -$250K | 1.43% | 15 |
|
|
2018
Q4 | $7.53M | Hold |
273,061
| – | – | 1.71% | 13 |
|
|
2018
Q3 | $7.53M | Sell |
273,061
-4,261
| -2% | -$117K | 1.69% | 13 |
|
|
2018
Q2 | $7.57M | Sell |
277,322
-9,599
| -3% | -$263K | 2.1% | 10 |
|
|
2018
Q1 | $7.85M | Buy |
286,921
+7,063
| +3% | +$194K | 4.05% | 9 |
|
|
2017
Q4 | $7.71M | Sell |
279,858
-21
| -0% | -$582 | 4.09% | 10 |
|
|
2017
Q3 | $7.83M | Buy |
279,879
+3,026
| +1% | +$84.4K | 4.24% | 9 |
|
|
2017
Q2 | $7.74M | Sell |
276,853
-94
| -0% | -$2.63K | 4.28% | 9 |
|
|
2017
Q1 | $7.74M | Sell |
276,947
-1,970
| -0.7% | -$55K | 4.52% | 7 |
|
|
2016
Q4 | $7.72M | Buy |
278,917
+68,521
| +33% | +$1.89M | 4.98% | 6 |
|
|
2016
Q3 | $5.83M | Buy |
210,396
+3,517
| +2% | +$96.1K | 3.78% | 13 |
|
|
2016
Q2 | $5.58M | Buy |
206,879
+9,673
| +5% | +$256K | 3.75% | 13 |
|
|
2016
Q1 | $5.09M | Sell |
197,206
-4,575
| -2% | -$115K | 3.66% | 14 |
|
|
2015
Q4 | $5.18M | Sell |
201,781
-6,167
| -3% | -$164K | 3.51% | 14 |
|
|
2015
Q3 | $5.6M | Sell |
207,948
-10,546
| -5% | -$295K | 3.84% | 14 |
|
|
2015
Q2 | $6.32M | Sell |
218,494
-10,819
| -5% | -$316K | 3.82% | 14 |
|
|
2015
Q1 | $6.69M | Buy |
229,313
+5,907
| +3% | +$172K | 3.98% | 12 |
|
|
2014
Q4 | $6.47M | Buy |
+223,406
| New | +$6.59M | 4.04% | 13 |
|
Other funds holding SJNK
IMPI
GC
EMPI
EWM
Dakota Wealth Management's SJNK Position: Q1 2023 in Review
Dakota Wealth Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2023, closing a stake of 11,189 shares — an estimated $271K sold.
Dakota Wealth Management first reported a position in SJNK in Q4 2014 and held it in 33 quarters. The position peaked at $7.85M in Q1 2018. 318 funds tracked by Wall St. Rank hold SJNK as of Q1 2023.
- Dakota 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.
- Dakota Wealth Management sold 11,189 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2023, an estimated $271K.
- Dakota Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2014 and held it in 33 quarters.
- Dakota Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $7.85M in Q1 2018.
- 318 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2023.
Based on Dakota Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.