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

HBW Advisory Services’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
2024 Q2	–	Sell	-20,940	Closed	-$526K	–	359
2024 Q1	$526K	Hold	20,940	–	–	0.1%	176
2023 Q4	$526K	Hold	20,940	–	–	0.1%	176
2023 Q3	$512K	Hold	20,940	–	–	0.11%	173
2023 Q2	$517K	Sell	20,940 -16,678	-44%	-$409K	0.11%	176
2023 Q1	$934K	Buy	37,618 +15,584	+71%	+$384K	0.23%	112
2022 Q4	$534K	Sell	22,034 -6,743	-23%	-$164K	0.14%	161
2022 Q3	$684K	Sell	28,777 -2,191	-7%	-$54K	0.19%	136
2022 Q2	$747K	Sell	30,968 -15,843	-34%	-$400K	0.19%	124
2022 Q1	$1.23M	Sell	46,811 -212	-0.5%	-$5.62K	0.43%	74
2021 Q4	$1.28M	Buy	47,023 +16,924	+56%	+$460K	0.3%	84
2021 Q3	$824K	Sell	30,099 -17,887	-37%	-$490K	0.21%	118
2021 Q2	$1.32M	Buy	47,986 +879	+2%	+$24.1K	0.35%	79
2021 Q1	$1.29M	Buy	47,107 +696	+1%	+$18.9K	0.34%	83
2020 Q4	$1.25M	Sell	46,411 -31,417	-40%	-$829K	0.38%	73
2020 Q3	$2.01M	Buy	77,828 +10,396	+15%	+$268K	0.83%	46
2020 Q2	$1.7M	Sell	67,432 -339	-0.5%	-$8.35K	0.79%	47
2020 Q1	$1.61M	Buy	+67,771	New	+$1.76M	1.16%	36

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

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

HBW Advisory Services's SJNK Position: Q2 2024 in Review

HBW Advisory Services sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2024, closing a stake of 20,940 shares — an estimated $526K sold.

HBW Advisory Services first reported a position in SJNK in Q1 2020 and held it in 17 quarters. The position peaked at $2.01M in Q3 2020. 358 funds tracked by Wall St. Rank hold SJNK as of Q2 2024.

HBW Advisory Services reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
HBW Advisory Services sold 20,940 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2024, an estimated $526K.
HBW Advisory Services first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2020 and held it in 17 quarters.
HBW Advisory Services's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $2.01M in Q3 2020.
358 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2024.

Based on HBW Advisory Services's 13F filing for Q2 2024, filed 5 Jul 2024.