GIP
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Greatmark Investment Partners’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Greatmark Investment Partners’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
Q2 		– Sell
-8,250
Closed -$208K – 149
2025
Q1 		$208K Sell
8,250
-2,100
-20% -$53.4K 0.03% 135
2024
Q4 		$261K Buy
10,350
+650
+7% +$16.6K 0.04% 124
2024
Q3 		$250K Hold
9,700
– – 0.03% 121
2024
Q2 		$242K Hold
9,700
– – 0.04% 115
2024
Q1 		$245K Sell
9,700
-421
-4% -$10.6K 0.03% 115
2023
Q4 		$254K Buy
10,121
+571
+6% +$14K 0.04% 115
2023
Q3 		$234K Hold
9,550
– – 0.04% 115
2023
Q2 		$236K Hold
9,550
– – 0.04% 122
2023
Q1 		$237K Hold
9,550
– – 0.04% 118
2022
Q4 		$231K Hold
9,550
– – 0.04% 112
2022
Q3 		$227K Hold
9,550
– – 0.04% 114
2022
Q2 		$230K Buy
+9,550
New +$241K 0.04% 122

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OPAM
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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return