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Goodman Advisory Group’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Goodman Advisory Group’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
Q4 		– Sell
-866
Closed -$21.2K – 173
2023
Q3 		$21.2K Sell
866
-241,143
-100% -$5.94M 0.01% 111
2023
Q2 		$5.98M Buy
242,009
+30,496
+14% +$749K 2.22% 19
2023
Q1 		$5.25M Buy
+211,513
New +$5.21M 2.86% 16

Other funds holding SJNK

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goodman Advisory Group's SJNK Position: Q4 2023 in Review

Goodman Advisory Group sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2023, closing a stake of 866 shares — an estimated $21.2K sold.

Goodman Advisory Group first reported a position in SJNK in Q1 2023 and held it in 3 quarters. The position peaked at $5.98M in Q2 2023. 359 funds tracked by Wall St. Rank hold SJNK as of Q4 2023.

  • Goodman Advisory Group reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Goodman Advisory Group sold 866 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2023, an estimated $21.2K.
  • Goodman Advisory Group first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2023 and held it in 3 quarters.
  • Goodman Advisory Group's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $5.98M in Q2 2023.
  • 359 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2023.

Based on Goodman Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.