Longfellow Investment Management’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Longfellow Investment Management’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
2026 Q1	$2.95M	Hold	118,150	–	–	0.62%	32
2025 Q4	$2.99M	Hold	118,150	–	–	0.67%	19
2025 Q3	$3.02M	Hold	118,150	–	–	0.72%	21
2025 Q2	$3.01M	Hold	118,150	–	–	0.74%	17
2025 Q1	$2.97M	Buy	118,150 +75,400	+176%	+$1.92M	0.73%	18
2024 Q4	$1.08M	Hold	42,750	–	–	0.28%	49
2024 Q3	$1.1M	Sell	42,750 -42,750	-50%	-$1.08M	0.28%	55
2024 Q2	$2.13M	Hold	85,500	–	–	0.54%	24
2024 Q1	$2.16M	Hold	85,500	–	–	0.49%	24
2023 Q4	$2.15M	Buy	+85,500	New	+$2.1M	0.53%	24
2022 Q1	–	Sell	-116,433	Closed	-$3.16M	–	424
2021 Q4	$3.16M	Buy	+116,433	New	+$3.17M	0.51%	45
2021 Q1	–	Sell	-103,133	Closed	-$2.78M	–	554
2020 Q4	$2.78M	Hold	103,133	–	–	0.34%	73
2020 Q3	$2.67M	Buy	103,133 +7,850	+8%	+$203K	0.78%	54
2020 Q2	$2.4M	Buy	95,283 +26,000	+38%	+$640K	0.73%	47
2020 Q1	$1.7M	Sell	69,283 -150,342	-68%	-$3.9M	0.58%	47
2019 Q4	$5.92M	Buy	219,625 +33,400	+18%	+$895K	2.29%	15
2019 Q3	$5.03M	Buy	186,225 +45,500	+32%	+$1.23M	2.34%	17
2019 Q2	$3.83M	Buy	140,725 +28,550	+25%	+$775K	3.26%	10
2019 Q1	$3.06M	Buy	112,175 +57,175	+104%	+$1.54M	1.83%	18
2018 Q4	$1.43M	Buy	+55,000	New	+$1.48M	0.56%	55
2018 Q2	–	Sell	-62,800	Closed	-$1.72M	–	103
2018 Q1	$1.72M	Sell	62,800 -98,900	-61%	-$2.72M	0.37%	62
2017 Q4	$4.46M	Buy	161,700 +7,800	+5%	+$216K	1.08%	42
2017 Q3	$4.31M	Buy	153,900 +48,500	+46%	+$1.35M	1.16%	33
2017 Q2	$2.95M	Sell	105,400 -26,300	-20%	-$736K	0.85%	39
2017 Q1	$3.62M	Buy	131,700 +50,000	+61%	+$1.4M	1.38%	24
2016 Q4	$2.25M	Buy	81,700 +53,000	+185%	+$1.46M	0.89%	30
2016 Q3	$795K	Sell	28,700 -15,600	-35%	-$426K	0.28%	37
2016 Q2	$1.2M	Buy	+44,300	New	+$1.17M	0.43%	37

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

IGAM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Longfellow Investment Management's SJNK Position: Q1 2026 in Review

Longfellow Investment Management held its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) position steady in Q1 2026 at 118,150 shares worth $2.95M. The position accounts for 0.62% of the portfolio, ranked #32.

Longfellow Investment Management first reported a position in SJNK in Q2 2016 and has held it in 28 quarters since. The position peaked at $5.92M in Q4 2019. 389 funds tracked by Wall St. Rank hold SJNK as of Q1 2026.

Longfellow Investment Management held 118,150 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $2.95M as of Q1 2026.
Longfellow Investment Management left its State Street SPDR Bloomberg Short Term High Yield Bond ETF share count unchanged in Q1 2026.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.62% of Longfellow Investment Management's portfolio in Q1 2026, its #32 holding.
Longfellow Investment Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2016 and has held it in 28 quarters since.
Longfellow Investment Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $5.92M in Q4 2019.
389 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.