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

Lifeworks 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
2025 Q4	–	Sell	-12,806	Closed	-$328K	–	342
2025 Q3	$328K	Hold	12,806	–	–	0.04%	250
2025 Q2	$326K	Buy	12,806 +2,950	+30%	+$73.8K	0.05%	243
2025 Q1	$248K	Hold	9,856	–	–	0.04%	267
2024 Q4	$249K	Buy	9,856 +47	+0.5%	+$1.2K	0.04%	260
2024 Q3	$253K	Hold	9,809	–	–	0.05%	254
2024 Q2	$245K	Hold	9,809	–	–	0.07%	196
2024 Q1	$247K	Hold	9,809	–	–	0.07%	206
2023 Q4	$247K	Hold	9,809	–	–	0.09%	179
2023 Q3	$240K	Buy	+9,809	New	+$241K	0.09%	166

Other funds holding SJNK

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

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lifeworks Advisors's SJNK Position: Q4 2025 in Review

Lifeworks Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2025, closing a stake of 12,806 shares — an estimated $328K sold.

Lifeworks Advisors first reported a position in SJNK in Q3 2023 and held it in 9 quarters. The position peaked at $328K in Q3 2025. 416 funds tracked by Wall St. Rank hold SJNK as of Q4 2025.

Lifeworks Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
Lifeworks Advisors sold 12,806 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2025, an estimated $328K.
Lifeworks Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2023 and held it in 9 quarters.
Lifeworks Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $328K in Q3 2025.
416 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2025.

Based on Lifeworks Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.