Donor Advised Charitable Giving’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Donor Advised Charitable Giving’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 Q2	–	Sell	-14,545	Closed	-$361K	–	41
2023 Q1	$361K	Hold	14,545	–	–	0.03%	34
2022 Q4	$353K	Hold	14,545	–	–	0.06%	33
2022 Q3	$346K	Hold	14,545	–	–	0.07%	30
2022 Q2	$351K	Sell	14,545 -7,540	-34%	-$190K	0.06%	31
2022 Q1	$580K	Buy	22,085 +48	+0.2%	+$1.27K	0.06%	27
2021 Q4	$598K	Buy	22,037 +4,810	+28%	+$131K	0.06%	24
2021 Q3	$472K	Buy	+17,227	New	+$472K	0.08%	28

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

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

EWM

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

Donor Advised Charitable Giving's SJNK Position: Q2 2023 in Review

Donor Advised Charitable Giving sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2023, closing a stake of 14,545 shares — an estimated $361K sold.

Donor Advised Charitable Giving first reported a position in SJNK in Q3 2021 and held it in 7 quarters. The position peaked at $598K in Q4 2021. 343 funds tracked by Wall St. Rank hold SJNK as of Q2 2023.

Donor Advised Charitable Giving reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
Donor Advised Charitable Giving sold 14,545 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2023, an estimated $361K.
Donor Advised Charitable Giving first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2021 and held it in 7 quarters.
Donor Advised Charitable Giving's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $598K in Q4 2021.
343 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2023.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2023, filed 14 Jul 2023.