Howard Financial Services
SJNK icon

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

Howard Financial 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
2026
Q3 		$17.9M Buy
738,007
+85,355
+13% +$2.11M 1.88% 18
2026
Q2 		$16.3M Sell
652,652
-91,605
-12% -$2.29M 1.76% 19
2026
Q1 		$18.6M Sell
744,257
-95,679
-11% -$2.41M 2.09% 17
2025
Q4 		$21.3M Sell
839,936
-28,064
-3% -$712K 2.49% 11
2025
Q3 		$22.2M Buy
868,000
+25,651
+3% +$653K 2.72% 11
2025
Q2 		$21.5M Buy
842,349
+38,248
+5% +$956K 2.82% 11
2025
Q1 		$20.2M Buy
804,101
+97,575
+14% +$2.48M 2.75% 12
2024
Q4 		$17.8M Buy
706,526
+132,595
+23% +$3.38M 2.43% 12
2024
Q3 		$14.8M Buy
573,931
+92,564
+19% +$2.34M 2.13% 15
2024
Q2 		$12M Buy
481,367
+113,892
+31% +$2.84M 1.97% 18
2024
Q1 		$9.27M Buy
367,475
+116,946
+47% +$2.94M 1.6% 19
2023
Q4 		$6.3M Buy
250,529
+104,606
+72% +$2.57M 1.21% 21
2023
Q3 		$3.57M Buy
145,923
+24,532
+20% +$604K 0.82% 26
2023
Q2 		$3M Sell
121,391
-51,607
-30% -$1.27M 0.72% 27
2023
Q1 		$4.3M Buy
172,998
+44,641
+35% +$1.1M 1.05% 22
2022
Q4 		$3.11M Buy
+128,357
New +$3.12M 0.82% 24

Other funds holding SJNK

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Howard Financial Services's SJNK Position: Q3 2026 in Review

Howard Financial Services increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 13% in Q3 2026, buying an estimated $2.11M and bringing the position to 738,007 shares worth $17.9M. The position accounts for 1.88% of the portfolio, ranked #18.

Howard Financial Services first reported a position in SJNK in Q4 2022 and has held it in 16 quarters since. The position peaked at $22.2M in Q3 2025. 326 funds tracked by Wall St. Rank hold SJNK as of Q3 2026.

  • Howard Financial Services held 738,007 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $17.9M as of Q3 2026.
  • Howard Financial Services bought 85,355 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2026, an estimated $2.11M.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 1.88% of Howard Financial Services's portfolio in Q3 2026, its #18 holding.
  • Howard Financial Services first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Howard Financial Services's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $22.2M in Q3 2025.
  • 326 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.