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Lebenthal Global Advisors’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Lebenthal Global Advisors’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
Q1 		$7.85M Sell
314,305
-173,006
-36% -$4.36M 1.14% 23
2025
Q4 		$12.3M Buy
487,311
+109,313
+29% +$2.77M 1.9% 15
2025
Q3 		$9.68M Buy
377,998
+1,020
+0.3% +$26K 1.69% 15
2025
Q2 		$9.61M Buy
376,978
+201,874
+115% +$5.05M 1.79% 14
2025
Q1 		$4.41M Buy
175,104
+39,782
+29% +$1.01M 0.83% 20
2024
Q4 		$3.42M Buy
135,322
+32,382
+31% +$825K 0.62% 27
2024
Q3 		$2.65M Buy
102,940
+4,860
+5% +$123K 0.54% 28
2024
Q2 		$2.45M Sell
98,080
-2,639
-3% -$65.8K 0.54% 25
2024
Q1 		$2.54M Sell
100,719
-3,310
-3% -$83.2K 0.57% 26
2023
Q4 		$2.62M Sell
104,029
-4,326
-4% -$106K 0.61% 25
2023
Q3 		$2.65M Sell
108,355
-12,195
-10% -$300K 0.8% 21
2023
Q2 		$2.98M Sell
120,550
-7,980
-6% -$196K 0.86% 18
2023
Q1 		$3.19M Buy
+128,530
New +$3.17M 0.98% 16

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $7.06B AUM 28.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return