Epic Trust Investment Advisors’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Epic Trust Investment Advisors’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 Q2	$3.83M	Buy	153,494 +41,316	+37%	+$1.03M	4.22%	5
2024 Q1	$2.83M	Buy	112,178 +22,439	+25%	+$564K	3.49%	6
2023 Q4	$2.26M	Buy	89,739 +25,986	+41%	+$637K	3.02%	6
2023 Q3	$1.56M	Sell	63,753 -9,909	-13%	-$244K	2.45%	8
2023 Q2	$1.82M	Buy	73,662 +6,813	+10%	+$167K	2.58%	8
2023 Q1	$1.66M	Buy	66,849 +2,644	+4%	+$65.2K	2.02%	11
2022 Q4	$1.56M	Sell	64,205 -6,698	-9%	-$163K	2.34%	9
2022 Q3	$1.69M	Buy	70,903 +30,482	+75%	+$751K	2.33%	10
2022 Q2	$975K	Sell	40,421 -3,510	-8%	-$88.6K	1.84%	15
2022 Q1	$1.15M	Sell	43,931 -4,801	-10%	-$127K	1.8%	16
2021 Q4	$1.32M	Buy	+48,732	New	+$1.32M	1.92%	13

Other funds holding SJNK

IMPI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AIA

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

OPAM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCMG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Epic Trust Investment Advisors's SJNK Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 37% in Q2 2024, buying an estimated $1.03M and bringing the position to 153,494 shares worth $3.83M. The position accounts for 4.22% of the portfolio, ranked #5.

Epic Trust Investment Advisors first reported a position in SJNK in Q4 2021 and has held it in 11 quarters since. 358 funds tracked by Wall St. Rank hold SJNK as of Q2 2024.

Epic Trust Investment Advisors held 153,494 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $3.83M as of Q2 2024.
Epic Trust Investment Advisors bought 41,316 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2024, an estimated $1.03M.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 4.22% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #5 holding.
Epic Trust Investment Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2021 and has held it in 11 quarters since.
358 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.