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

Lakeridge Wealth 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
2026 Q2	$317K	Sell	12,665 -733	-5%	-$18.4K	0.12%	139
2026 Q1	$335K	Sell	13,398 -1,120	-8%	-$28.2K	0.14%	125
2025 Q4	$368K	Sell	14,518 -500	-3%	-$12.7K	0.17%	114
2025 Q3	$384K	Sell	15,018 -5,484	-27%	-$140K	0.17%	101
2025 Q2	$522K	Buy	20,502 +4,849	+31%	+$121K	0.24%	77
2025 Q1	$394K	Buy	15,653 +310	+2%	+$7.88K	0.2%	102
2024 Q4	$387K	Buy	+15,343	New	+$391K	0.2%	94

Other funds holding SJNK

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

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

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

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

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Lakeridge Wealth Management's SJNK Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 5.5% in Q2 2026, selling an estimated $18.4K and leaving 12,665 shares worth $317K. The position accounts for 0.12% of the portfolio, ranked #139.

Lakeridge Wealth Management first reported a position in SJNK in Q4 2024 and has held it in 7 quarters since. The position peaked at $522K in Q2 2025. 396 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

Lakeridge Wealth Management held 12,665 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $317K as of Q2 2026.
Lakeridge Wealth Management sold 733 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $18.4K.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.12% of Lakeridge Wealth Management's portfolio in Q2 2026, its #139 holding.
Lakeridge Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
Lakeridge Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $522K in Q2 2025.
396 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.