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

Level Financial 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
2024 Q1	–	Sell	-6,273	Closed	-$158K	–	226
2023 Q4	$158K	Buy	6,273 +282	+5%	+$6.92K	0.08%	73
2023 Q3	$147K	Buy	5,991 +1	+0%	+$25	0.08%	67
2023 Q2	$148K	Sell	5,990 -110	-2%	-$2.7K	0.08%	67
2023 Q1	$152K	Buy	6,100 +1,341	+28%	+$33.1K	0.09%	57
2022 Q4	$115K	Buy	4,759 +4,122	+647%	+$100K	0.08%	65
2022 Q3	$15K	Sell	637 -142	-18%	-$3.5K	0.01%	155
2022 Q2	$19K	Buy	779 +15	+2%	+$379	0.01%	150
2022 Q1	$20K	Sell	764 -313	-29%	-$8.3K	0.02%	130
2021 Q4	$29K	Buy	+1,077	New	+$29.3K	0.02%	119

Other funds holding SJNK

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Level Financial Advisors's SJNK Position: Q1 2024 in Review

Level Financial Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2024, closing a stake of 6,273 shares — an estimated $158K sold.

Level Financial Advisors first reported a position in SJNK in Q4 2021 and held it in 9 quarters. The position peaked at $158K in Q4 2023. 350 funds tracked by Wall St. Rank hold SJNK as of Q1 2024.

Level Financial Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 6,273 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2024, an estimated $158K.
Level Financial Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $158K in Q4 2023.
350 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.