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

Freedom 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 Q2	–	Sell	-39,886	Closed	-$1.01M	–	863
2024 Q1	$1.01M	Sell	39,886 -2,756	-6%	-$69.3K	0.08%	244
2023 Q4	$1.07M	Buy	+42,642	New	+$1.05M	0.09%	217
2023 Q3	–	Sell	-52,650	Closed	-$1.3M	–	755
2023 Q2	$1.3M	Buy	+52,650	New	+$1.29M	0.15%	177
2020 Q2	–	Sell	-617,198	Closed	-$16.6M	–	673
2020 Q1	$16.6M	Sell	617,198 -171	-0%	-$4.44K	1.47%	8
2019 Q4	$16.6M	Sell	617,369 -195,578	-24%	-$5.24M	1.47%	9
2019 Q3	$22M	Buy	812,947 +50,633	+7%	+$1.37M	1.91%	6
2019 Q2	$20.8M	Sell	762,314 -462	-0.1%	-$12.5K	1.74%	6
2019 Q1	$20.8M	Buy	762,776 +82,361	+12%	+$2.22M	1.67%	7
2018 Q4	$17.7M	Buy	+680,415	New	+$18.3M	1.38%	10
2017 Q3	–	Sell	-19,292	Closed	-$540K	–	1141
2017 Q2	$540K	Sell	19,292 -8,436	-30%	-$236K	0.03%	539
2017 Q1	$775K	Sell	27,728 -65,363	-70%	-$1.82M	0.05%	380
2016 Q4	$2.58M	Buy	93,091 +51,846	+126%	+$1.43M	0.16%	67
2016 Q3	$1.14M	Buy	41,245 +1,617	+4%	+$44.2K	0.07%	208
2016 Q2	$1.07M	Buy	39,628 +9,180	+30%	+$243K	0.07%	202
2016 Q1	$786K	Buy	+30,448	New	+$768K	0.06%	264
2015 Q3	–	Sell	-22,714	Closed	-$657K	–	727
2015 Q2	$657K	Buy	22,714 +1,097	+5%	+$32K	0.07%	266
2015 Q1	$631K	Sell	21,617 -1,283	-6%	-$37.4K	0.07%	243
2014 Q4	$662K	Sell	22,900 -359	-2%	-$10.6K	0.09%	215
2014 Q3	$696K	Buy	23,259 +479	+2%	+$14.6K	0.12%	161
2014 Q2	$705K	Sell	22,780 -26,496	-54%	-$819K	0.12%	151
2014 Q1	$1.53M	Sell	49,276 -55,819	-53%	-$1.73M	0.33%	39
2013 Q4	$3.24M	Sell	105,095 -41,349	-28%	-$1.27M	0.81%	16
2013 Q3	$4.47M	Buy	146,444 +107,974	+281%	+$3.29M	1.28%	11
2013 Q2	$1.16M	Buy	+38,470	New	+$1.18M	0.39%	45

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 $25.9B AUM 26.38% 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

Freedom Investment Management's SJNK Position: Q2 2024 in Review

Freedom Investment Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2024, closing a stake of 39,886 shares — an estimated $1.01M sold.

Freedom Investment Management first reported a position in SJNK in Q2 2013 and held it in 24 quarters. The position peaked at $22M in Q3 2019. 358 funds tracked by Wall St. Rank hold SJNK as of Q2 2024.

Freedom Investment Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
Freedom Investment Management sold 39,886 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2024, an estimated $1.01M.
Freedom Investment Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2013 and held it in 24 quarters.
Freedom Investment Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $22M in Q3 2019.
358 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.