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

Endowment 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
2026 Q3	$344K	Buy	14,187 +3,546	+33%	+$87.8K	0.12%	118
2026 Q2	$266K	Buy	10,641 +585	+6%	+$14.7K	0.1%	137
2026 Q1	$251K	Buy	10,056 +376	+4%	+$9.48K	0.11%	133
2025 Q4	$245K	Buy	9,680 +1,224	+14%	+$31K	0.11%	128
2025 Q3	$216K	Buy	8,456 +62	+0.7%	+$1.58K	0.1%	138
2025 Q2	$214K	Buy	+8,394	New	+$210K	0.11%	136
2022 Q2	–	Sell	-7,636	Closed	-$200K	–	127
2022 Q1	$200K	Sell	7,636 -772	-9%	-$20.5K	0.21%	114
2021 Q4	$228K	Buy	+8,408	New	+$229K	0.23%	95

Other funds holding SJNK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Endowment Wealth Management's SJNK Position: Q3 2026 in Review

Endowment Wealth Management increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 33% in Q3 2026, buying an estimated $87.8K and bringing the position to 14,187 shares worth $344K. The position accounts for 0.12% of the portfolio, ranked #118.

Endowment Wealth Management first reported a position in SJNK in Q4 2021 and has held it in 8 quarters since. 204 funds tracked by Wall St. Rank hold SJNK as of Q3 2026.

Endowment Wealth Management held 14,187 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $344K as of Q3 2026.
Endowment Wealth Management bought 3,546 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2026, an estimated $87.8K.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.12% of Endowment Wealth Management's portfolio in Q3 2026, its #118 holding.
Endowment Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2021 and has held it in 8 quarters since.
204 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2026.

Based on Endowment Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.