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

Empowered Funds’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 Q4	–	Sell	-69,350	Closed	-$1.69M	–	1313
2023 Q3	$1.69M	Buy	+69,350	New	+$1.71M	0.05%	501
2021 Q2	–	Sell	-138,845	Closed	-$3.74M	–	292
2021 Q1	$3.74M	Hold	138,845	–	–	0.72%	24
2020 Q4	$3.74M	Buy	+138,845	New	+$3.66M	0.72%	24

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

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 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

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

EWM

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

Empowered Funds's SJNK Position: Q4 2023 in Review

Empowered Funds sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2023, closing a stake of 69,350 shares — an estimated $1.69M sold.

Empowered Funds first reported a position in SJNK in Q4 2020 and held it in 3 quarters. The position peaked at $3.74M in Q1 2021. 359 funds tracked by Wall St. Rank hold SJNK as of Q4 2023.

Empowered Funds reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
Empowered Funds sold 69,350 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2023, an estimated $1.69M.
Empowered Funds first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2020 and held it in 3 quarters.
Empowered Funds's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $3.74M in Q1 2021.
359 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2023.

Based on Empowered Funds's 13F filing for Q4 2023, filed 14 Feb 2024.