Loomis, Sayles & Company’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Loomis, Sayles & Company’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 Q3	–	Sell	-202,500	Closed	-$5.06M	–	742
2024 Q2	$5.06M	Sell	202,500 -90,000	-31%	-$2.24M	0.01%	418
2024 Q1	$7.38M	Hold	292,500	–	–	0.01%	381
2023 Q4	$7.35M	Hold	292,500	–	–	0.01%	366
2023 Q3	$7.16M	Hold	292,500	–	–	0.01%	367
2023 Q2	$7.22M	Hold	292,500	–	–	0.01%	371
2023 Q1	$7.27M	Buy	+292,500	New	+$7.21M	0.01%	364
2022 Q1	–	Sell	-220,000	Closed	-$5.97M	–	1047
2021 Q4	$5.97M	Hold	220,000	–	–	0.01%	412
2021 Q3	$6.03M	Buy	+220,000	New	+$6.03M	0.01%	414
2020 Q2	–	Sell	-308	Closed	-$7K	–	740
2020 Q1	$7K	Buy	+308	New	+$8K	﹤0.01%	687

Other funds holding SJNK

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

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

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

EWM

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

Loomis, Sayles & Company's SJNK Position: Q3 2024 in Review

Loomis, Sayles & Company sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q3 2024, closing a stake of 202,500 shares — an estimated $5.06M sold.

Loomis, Sayles & Company first reported a position in SJNK in Q1 2020 and held it in 9 quarters. The position peaked at $7.38M in Q1 2024. 356 funds tracked by Wall St. Rank hold SJNK as of Q3 2024.

Loomis, Sayles & Company reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
Loomis, Sayles & Company sold 202,500 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2024, an estimated $5.06M.
Loomis, Sayles & Company first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2020 and held it in 9 quarters.
Loomis, Sayles & Company's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $7.38M in Q1 2024.
356 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2024.

Based on Loomis, Sayles & Company's 13F filing for Q3 2024, filed 13 Nov 2024.