Kestra Investment Management’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Kestra Investment Management’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	-86,785	Closed	-$2.19M	–	1333
2024 Q4	$2.19M	Buy	86,785 +17,151	+25%	+$437K	0.09%	78
2024 Q3	$1.79M	Sell	69,634 -72,693	-51%	-$1.84M	0.08%	83
2024 Q2	$3.55M	Buy	+142,327	New	+$3.55M	0.24%	57

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

Kestra Investment Management's SJNK Position: Q1 2025 in Review

Kestra Investment Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2025, closing a stake of 86,785 shares — an estimated $2.19M sold.

Kestra Investment Management first reported a position in SJNK in Q2 2024 and held it in 3 quarters. The position peaked at $3.55M in Q2 2024. 377 funds tracked by Wall St. Rank hold SJNK as of Q1 2025.

Kestra Investment Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
Kestra Investment Management sold 86,785 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2025, an estimated $2.19M.
Kestra Investment Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2024 and held it in 3 quarters.
Kestra Investment Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $3.55M in Q2 2024.
377 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.