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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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $7.06B AUM 28.93% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return