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

Financial Management Inc’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
Q2 		$6.79M Buy
271,280
+38,708
+17% +$970K 5.57% 8
2026
Q1 		$5.81M Buy
232,572
+11,172
+5% +$282K 5.46% 8
2025
Q4 		$5.61M Buy
+221,400
New +$5.61M 5.32% 8

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Financial Management Inc's SJNK Position: Q2 2026 in Review

Financial Management Inc increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 17% in Q2 2026, buying an estimated $970K and bringing the position to 271,280 shares worth $6.79M. The position accounts for 5.57% of the portfolio, ranked #8.

Financial Management Inc first reported a position in SJNK in Q4 2025 and has held it in 3 quarters since. 395 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

  • Financial Management Inc held 271,280 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $6.79M as of Q2 2026.
  • Financial Management Inc bought 38,708 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $970K.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 5.57% of Financial Management Inc's portfolio in Q2 2026, its #8 holding.
  • Financial Management Inc first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Financial Management Inc's 13F filing for Q2 2026, filed 12 Aug 2026.