Joseph P. Lucia & Associates’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-1,590	Closed	-$38K	–	390
2022 Q2	$38K	Hold	1,590	–	–	0.03%	200
2022 Q1	$42K	Buy	+1,590	New	+$42.1K	0.03%	203
2021 Q4	–	Sell	-2,628	Closed	-$72K	–	477
2021 Q3	$72K	Hold	2,628	–	–	0.04%	192
2021 Q2	$72K	Hold	2,628	–	–	0.04%	195
2021 Q1	$72K	Sell	2,628 -820	-24%	-$22.2K	0.03%	180
2020 Q4	$93K	Buy	+3,448	New	+$91K	0.06%	153
2020 Q3	–	Sell	-4,173	Closed	-$105K	–	395
2020 Q2	$105K	Sell	4,173 -100	-2%	-$2.46K	0.09%	130
2020 Q1	$101K	Sell	4,273 -500	-10%	-$13K	0.11%	118
2019 Q4	$129K	Hold	4,773	–	–	0.12%	120
2019 Q3	$129K	Hold	4,773	–	–	0.13%	111
2019 Q2	$130K	Buy	4,773 +1,025	+27%	+$27.8K	0.14%	108
2019 Q1	$102K	Buy	+3,748	New	+$101K	0.18%	82

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

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

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

APC

Aristotle Pacific Capital Newport Beach, California $210M AUM 2.03% 1-Year Est. Return

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

EWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Joseph P. Lucia & Associates's SJNK Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q3 2022, closing a stake of 1,590 shares — an estimated $38K sold.

Joseph P. Lucia & Associates first reported a position in SJNK in Q1 2019 and held it in 12 quarters. The position peaked at $130K in Q2 2019. 293 funds tracked by Wall St. Rank hold SJNK as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 1,590 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2022, an estimated $38K.
Joseph P. Lucia & Associates first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $130K in Q2 2019.
293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.