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

Dudley Capital 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
2024 Q4	–	Sell	-7,895	Closed	-$203K	–	142
2024 Q3	$203K	Sell	7,895 -150	-2%	-$3.79K	0.11%	117
2024 Q2	$201K	Sell	8,045 -2,450	-23%	-$61.1K	0.11%	108
2024 Q1	$262K	Sell	10,495 -600	-5%	-$15.1K	0.15%	92
2023 Q4	$279K	Sell	11,095 -1,650	-13%	-$40.5K	0.18%	92
2023 Q3	$312K	Hold	12,745	–	–	0.22%	83
2023 Q2	$315K	Sell	12,745 -367	-3%	-$9.01K	0.21%	83
2023 Q1	$326K	Sell	13,112 -155	-1%	-$3.82K	0.23%	88
2022 Q4	$322K	Buy	+13,267	New	+$322K	0.24%	86

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

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

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return