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

Generation Capital 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
2026 Q2	$815K	Sell	32,575 -6,425	-16%	-$161K	0.5%	53
2026 Q1	$974K	Sell	39,000 -134,615	-78%	-$3.39M	0.71%	40
2025 Q4	$4.4M	Buy	173,615 +65,736	+61%	+$1.67M	2.85%	8
2025 Q3	$2.76M	Buy	107,879 +4,729	+5%	+$120K	2%	16
2025 Q2	$2.63M	Buy	103,150 +18,575	+22%	+$464K	2.08%	17
2025 Q1	$2.13M	Buy	84,575 +56,575	+202%	+$1.44M	1.92%	17
2024 Q4	$707K	Buy	+28,000	New	+$714K	0.61%	39

Other funds holding SJNK

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

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

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

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 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

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

Generation Capital Management's SJNK Position: Q2 2026 in Review

Generation Capital Management reduced its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 16% in Q2 2026, selling an estimated $161K and leaving 32,575 shares worth $815K. The position accounts for 0.5% of the portfolio, ranked #53.

Generation Capital Management first reported a position in SJNK in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.4M in Q4 2025. 398 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

Generation Capital Management held 32,575 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $815K as of Q2 2026.
Generation Capital Management sold 6,425 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $161K.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.5% of Generation Capital Management's portfolio in Q2 2026, its #53 holding.
Generation Capital Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
Generation Capital Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $4.4M in Q4 2025.
398 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Generation Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.