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

Global Endowment 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
2025 Q1	–	Sell	-32,000	Closed	-$808K	–	148
2024 Q4	$808K	Sell	32,000 -18,000	-36%	-$459K	0.1%	82
2024 Q3	$1.29M	Hold	50,000	–	–	0.13%	67
2024 Q2	$1.25M	Hold	50,000	–	–	0.13%	67
2024 Q1	$1.26M	Hold	50,000	–	–	0.13%	71
2023 Q4	$1.26M	Sell	50,000 -46,000	-48%	-$1.13M	0.14%	58
2023 Q3	$2.35M	Buy	+96,000	New	+$2.36M	0.25%	40

Other funds holding SJNK

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $29.3B AUM 38.15% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

EWM

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

Global Endowment Management's SJNK Position: Q1 2025 in Review

Global Endowment Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2025, closing a stake of 32,000 shares — an estimated $808K sold.

Global Endowment Management first reported a position in SJNK in Q3 2023 and held it in 6 quarters. The position peaked at $2.35M in Q3 2023. 377 funds tracked by Wall St. Rank hold SJNK as of Q1 2025.

Global Endowment Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
Global Endowment Management sold 32,000 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2025, an estimated $808K.
Global Endowment Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2023 and held it in 6 quarters.
Global Endowment Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $2.35M in Q3 2023.
377 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2025.

Based on Global Endowment Management's 13F filing for Q1 2025, filed 13 May 2025.