FWM
SJNK icon

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

Focused 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
2024
Q1 		– Sell
-19
Closed -$487 – 838
2023
Q4 		$487 Hold
19
– – ﹤0.01% 905
2023
Q3 		$464 Hold
19
– – ﹤0.01% 919
2023
Q2 		$462 Buy
19
+1
+6% +$25 ﹤0.01% 957
2023
Q1 		$458 Hold
18
– – ﹤0.01% 942
2022
Q4 		$443 Hold
18
– – ﹤0.01% 960
2022
Q3 		$0 Hold
18
– – ﹤0.01% 1042
2022
Q2 		$0 Hold
18
– – ﹤0.01% 1061
2022
Q1 		$0 Buy
18
+1
+6% +$27 ﹤0.01% 1094
2021
Q4 		$0 Hold
17
– – ﹤0.01% 1090
2021
Q3 		$0 Hold
17
– – ﹤0.01% 1092
2021
Q2 		$0 Hold
17
– – ﹤0.01% 1028
2021
Q1 		$0 Hold
17
– – ﹤0.01% 995
2020
Q4 		$0 Hold
17
– – ﹤0.01% 894
2020
Q3 		$0 Hold
17
– – ﹤0.01% 859
2020
Q2 		$0 Buy
17
+1
+6% +$25 ﹤0.01% 817
2020
Q1 		$0 Hold
16
– – ﹤0.01% 766
2019
Q4 		$0 Sell
16
-293
-95% -$7.85K ﹤0.01% 766
2019
Q3 		$8K Hold
309
– – ﹤0.01% 511
2019
Q2 		$8K Sell
309
-104
-25% -$2.82K ﹤0.01% 544
2019
Q1 		$11K Sell
413
-4,509
-92% -$121K ﹤0.01% 459
2018
Q4 		$128K Buy
4,922
+170
+4% +$4.56K 0.04% 192
2018
Q3 		$131K Sell
4,752
-89,462
-95% -$2.46M 0.04% 204
2018
Q2 		$2.57M Buy
94,214
+18,923
+25% +$518K 0.89% 22
2018
Q1 		$2.06M Buy
+75,291
New +$2.07M 0.66% 30

Other funds holding SJNK

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
GC
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focused Wealth Management's SJNK Position: Q1 2024 in Review

Focused Wealth Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2024, closing a stake of 19 shares — an estimated $487 sold.

Focused Wealth Management first reported a position in SJNK in Q1 2018 and held it in 24 quarters. The position peaked at $2.57M in Q2 2018. 350 funds tracked by Wall St. Rank hold SJNK as of Q1 2024.

  • Focused Wealth 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.
  • Focused Wealth Management sold 19 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2024, an estimated $487.
  • Focused Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2018 and held it in 24 quarters.
  • Focused Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $2.57M in Q2 2018.
  • 350 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.