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

Financial Gravity Asset 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
2025 Q4	–	Sell	-516	Closed	-$13.2K	–	908
2025 Q3	$13.2K	Buy	+516	New	+$13.1K	﹤0.01%	514
2025 Q1	$15.3K	Buy	+607	New	+$15.4K	﹤0.01%	524
2024 Q2	$54.1K	Buy	2,166 +2,105	+3,451%	+$52.5K	0.01%	256
2024 Q1	$1.54K	Buy	61 +1	+2%	+$25	﹤0.01%	709
2023 Q4	$1.51K	Buy	+60	New	+$1.47K	﹤0.01%	747
2020 Q4	$1K	Buy	+41	New	+$1.08K	﹤0.01%	442
2019 Q4	$192K	Sell	15,562 -3,315	-18%	-$88.8K	0.13%	124
2019 Q3	$510K	Buy	18,877 +5,305	+39%	+$143K	0.44%	49
2019 Q2	$370K	Buy	13,572 +1,028	+8%	+$27.9K	0.3%	80
2019 Q1	$340K	Buy	+12,544	New	+$338K	0.28%	83

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EWM

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Gravity Asset Management's SJNK Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2025, closing a stake of 516 shares — an estimated $13.2K sold.

Financial Gravity Asset Management first reported a position in SJNK in Q1 2019 and held it in 10 quarters. The position peaked at $510K in Q3 2019. 416 funds tracked by Wall St. Rank hold SJNK as of Q4 2025.

Financial Gravity Asset Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 516 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2025, an estimated $13.2K.
Financial Gravity Asset Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2019 and held it in 10 quarters.
Financial Gravity Asset Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $510K in Q3 2019.
416 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.