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Lido Advisors’s
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
Stock Holding History
Lido 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
2022
Q1
–
Sell
-16,123
Closed
-$437K
–
1087
2021
Q4
$437K
Buy
+16,123
New
+$438K
0.01%
663
2020
Q4
–
Sell
-13,705
Closed
-$355K
–
855
2020
Q3
$355K
Hold
13,705
–
–
0.02%
448
2020
Q2
$345K
Hold
13,705
–
–
0.02%
419
2020
Q1
$323K
Hold
13,705
–
–
0.02%
403
2019
Q4
$369K
Sell
13,705
-4,102
-23%
-$110K
0.02%
450
2019
Q3
$481K
Hold
17,807
–
–
0.04%
340
2019
Q2
$484K
Sell
17,807
-462
-3%
-$12.5K
0.04%
309
2019
Q1
$497K
Sell
18,269
-11,459
-39%
-$309K
0.04%
289
2018
Q4
$773K
Hold
29,728
–
–
0.11%
158
2018
Q3
$820K
Buy
29,728
+3,027
+11%
+$83.1K
0.11%
156
2018
Q2
$728K
Sell
26,701
-3,027
-10%
-$82.9K
0.11%
147
2018
Q1
$813K
Buy
29,728
+19,167
+181%
+$527K
0.14%
125
2017
Q4
$291K
Hold
10,561
–
–
0.05%
232
2017
Q3
$294K
Sell
10,561
-19,395
-65%
-$541K
0.05%
210
2017
Q2
$838K
Hold
29,956
–
–
0.17%
72
2017
Q1
$838K
Sell
29,956
-1,472
-5%
-$41.1K
0.23%
68
2016
Q4
$870K
Sell
31,428
-1,774
-5%
-$48.8K
0.21%
47
2016
Q3
$919K
Buy
33,202
+386
+1%
+$10.6K
0.28%
33
2016
Q2
$886K
Buy
32,816
+1,147
+4%
+$30.4K
0.27%
36
2016
Q1
$818K
Buy
+31,669
New
+$799K
0.28%
36
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$12.7B AUM
16.27%
1-Year Est. Return
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$93.1B AUM
61.18%
1-Year Est. Return
Neuberger Berman Group
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$131B AUM
28.36%
1-Year Est. Return
IAIM
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$167M AUM
19.94%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Ameriprise
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$431B AUM
30.22%
1-Year Est. Return
BMM
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Dalton, Massachusetts
$976M AUM
13.87%
1-Year Est. Return
Thrivent Financial for Lutherans
Minneapolis, Minnesota
$52.5B AUM
27.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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