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

Laurel Oak 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 		$287K Buy
11,457
+80
+0.7% +$2K 0.04% 294
2026
Q1 		$284K Sell
11,377
-3,788
-25% -$95.5K 0.05% 284
2025
Q4 		$384K Buy
+15,165
New +$384K 0.06% 227

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BI
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
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
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

Laurel Oak Wealth Management's SJNK Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 0.7% in Q2 2026, buying an estimated $2K and bringing the position to 11,457 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #294.

Laurel Oak Wealth Management first reported a position in SJNK in Q4 2025 and has held it in 3 quarters since. The position peaked at $384K in Q4 2025. 399 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

  • Laurel Oak Wealth Management held 11,457 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $287K as of Q2 2026.
  • Laurel Oak Wealth Management bought 80 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $2K.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.04% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #294 holding.
  • Laurel Oak Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $384K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.