Financial Advocates Investment Management’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Financial Advocates Investment 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 Q1	–	Sell	-2,840	Closed	-$355K	–	806
2023 Q4	$355K	Buy	+2,840	New	+$69.7K	0.02%	504
2023 Q2	–	Sell	-17,884	Closed	-$444K	–	771
2023 Q1	$444K	Sell	17,884 -30,200	-63%	-$744K	0.03%	452
2022 Q4	$2M	Buy	48,084 +31,844	+196%	+$774K	0.15%	161
2022 Q3	$386K	Buy	+16,240	New	+$400K	0.03%	482

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

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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

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

GAA

Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return

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

Financial Advocates Investment Management's SJNK Position: Q1 2024 in Review

Financial Advocates Investment Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2024, closing a stake of 2,840 shares — an estimated $355K sold.

Financial Advocates Investment Management first reported a position in SJNK in Q3 2022 and held it in 4 quarters. The position peaked at $2M in Q4 2022. 350 funds tracked by Wall St. Rank hold SJNK as of Q1 2024.

Financial Advocates Investment Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 2,840 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2024, an estimated $355K.
Financial Advocates Investment Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2022 and held it in 4 quarters.
Financial Advocates Investment Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $2M in Q4 2022.
350 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2024.

Based on Financial Advocates Investment Management's 13F filing for Q1 2024, filed 1 May 2024.