Keel Point’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Keel Point’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 Q1	–	Sell	-13,295	Closed	-$336K	–	484
2024 Q4	$336K	Sell	13,295 -300	-2%	-$7.64K	0.03%	308
2024 Q3	$350K	Sell	13,595 -52	-0.4%	-$1.31K	0.03%	302
2024 Q2	$344K	Sell	13,647 -73	-0.5%	-$1.82K	0.03%	300
2024 Q1	$346K	Buy	13,720 +66	+0.5%	+$1.66K	0.04%	263
2023 Q4	$343K	Buy	13,654 +1,144	+9%	+$28.1K	0.04%	239
2023 Q3	$306K	Buy	+12,510	New	+$308K	0.04%	238
2023 Q1	–	Sell	-14,951	Closed	-$362K	–	321
2022 Q4	$362K	Buy	+14,951	New	+$363K	0.06%	189

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

EWM

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

Keel Point's SJNK Position: Q1 2025 in Review

Keel Point sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2025, closing a stake of 13,295 shares — an estimated $336K sold.

Keel Point first reported a position in SJNK in Q4 2022 and held it in 7 quarters. The position peaked at $362K in Q4 2022. 377 funds tracked by Wall St. Rank hold SJNK as of Q1 2025.

Keel Point reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
Keel Point sold 13,295 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2025, an estimated $336K.
Keel Point first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2022 and held it in 7 quarters.
Keel Point's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $362K in Q4 2022.
377 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2025.

Based on Keel Point's 13F filing for Q1 2025, filed 15 May 2025.