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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 – 230
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 $12.7B AUM 16.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 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 $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $342M AUM 24.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return