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

Fulcrum Equity 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
2023 Q3	–	Sell	-40,615	Closed	-$1M	–	116
2023 Q2	$1M	Buy	+40,615	New	+$997K	1.16%	26
2021 Q2	–	Sell	-95,567	Closed	-$2.61M	–	231
2021 Q1	$2.61M	Buy	+95,567	New	+$2.59M	1.03%	30

Other funds holding SJNK

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

EWM

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

Fulcrum Equity Management's SJNK Position: Q3 2023 in Review

Fulcrum Equity Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q3 2023, closing a stake of 40,615 shares — an estimated $1M sold.

Fulcrum Equity Management first reported a position in SJNK in Q1 2021 and held it in 2 quarters. The position peaked at $2.61M in Q1 2021. 337 funds tracked by Wall St. Rank hold SJNK as of Q3 2023.

Fulcrum Equity Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q3 2023 after selling out during the quarter.
Fulcrum Equity Management sold 40,615 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2023, an estimated $1M.
Fulcrum Equity Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2021 and held it in 2 quarters.
Fulcrum Equity Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $2.61M in Q1 2021.
337 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2023.

Based on Fulcrum Equity Management's 13F filing for Q3 2023, filed 13 Nov 2023.