Kovitz Investment Group Partners
SJNK icon

Kovitz Investment Group Partners’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-433,668
Closed -$11.1M – 1183
2025
Q3 		$11.1M Buy
433,668
+164,613
+61% +$4.19M 0.04% 310
2025
Q2 		$6.86M Buy
+269,055
New +$6.73M 0.03% 382
2023
Q3 		– Sell
-26,523
Closed -$655K – 411
2023
Q2 		$655K Sell
26,523
-253
-0.9% -$6.21K 0.01% 322
2023
Q1 		$665K Sell
26,776
-3,385
-11% -$83.4K 0.01% 320
2022
Q4 		$731K Sell
30,161
-876
-3% -$21.3K 0.01% 313
2022
Q3 		$738K Sell
31,037
-252
-0.8% -$6.21K 0.02% 300
2022
Q2 		$755K Sell
31,289
-228
-0.7% -$5.76K 0.02% 309
2022
Q1 		$827K Sell
31,517
-9,390
-23% -$249K 0.02% 309
2021
Q4 		$1.1M Buy
40,907
+8,562
+26% +$233K 0.03% 264
2021
Q3 		$886K Sell
32,345
-625
-2% -$17.1K 0.02% 308
2021
Q2 		$909K Sell
32,970
-2,251
-6% -$61.7K 0.02% 307
2021
Q1 		$963K Sell
35,221
-5,686
-14% -$154K 0.02% 284
2020
Q4 		$1.1M Sell
40,907
-565
-1% -$14.9K 0.03% 258
2020
Q3 		$1.07M Sell
41,472
-1,660
-4% -$42.8K 0.03% 252
2020
Q2 		$1.09M Buy
+43,132
New +$1.06M 0.03% 243
2020
Q1 		– Sell
-48,067
Closed -$1.29M – 393
2019
Q4 		$1.29M Sell
48,067
-1,348
-3% -$36.1K 0.04% 236
2019
Q3 		$1.33M Sell
49,415
-6,036
-11% -$163K 0.04% 231
2019
Q2 		$1.51M Sell
55,451
-52,371
-49% -$1.42M 0.05% 226
2019
Q1 		$2.94M Sell
107,822
-1,586
-1% -$42.7K 0.09% 156
2018
Q4 		$2.85M Buy
+109,408
New +$2.94M 0.11% 122

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kovitz Investment Group Partners's SJNK Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2025, closing a stake of 433,668 shares — an estimated $11.1M sold.

Kovitz Investment Group Partners first reported a position in SJNK in Q4 2018 and held it in 20 quarters. The position peaked at $11.1M in Q3 2025. 416 funds tracked by Wall St. Rank hold SJNK as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 433,668 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2025, an estimated $11.1M.
  • Kovitz Investment Group Partners first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2018 and held it in 20 quarters.
  • Kovitz Investment Group Partners's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $11.1M in Q3 2025.
  • 416 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.