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Lugano Financial Advisors SA (LFA)’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Lugano Financial Advisors SA (LFA)’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
Q2 		$3.36M Sell
135,506
-17,735
-12% -$444K 2.02% 11
2026
Q1 		$3.78M Buy
153,241
+29,457
+24% +$743K 1.92% 11
2025
Q4 		$3.13M Buy
123,784
+4,169
+3% +$106K 1.62% 17
2025
Q3 		$3.04M Buy
119,615
+5,665
+5% +$144K 1.61% 19
2025
Q2 		$2.87M Sell
113,950
-960
-0.8% -$24K 1.7% 17
2025
Q1 		$2.89M Sell
114,910
-1,417
-1% -$36K 1.97% 15
2024
Q4 		$2.94M Buy
116,327
+1,443
+1% +$36.8K 1.92% 18
2024
Q3 		$2.96M Buy
114,884
+3,439
+3% +$87K 2.01% 18
2024
Q2 		$2.78M Sell
111,445
-6,382
-5% -$159K 2.12% 17
2024
Q1 		$2.97M Buy
117,827
+2,510
+2% +$63.1K 2.16% 17
2023
Q4 		$2.9M Buy
115,317
+5,192
+5% +$127K 2.28% 16
2023
Q3 		$2.69M Sell
110,125
-17,659
-14% -$435K 2.31% 17
2023
Q2 		$3.16M Buy
127,784
+404
+0.3% +$9.92K 2.1% 17
2023
Q1 		$3.16M Buy
127,380
+12,850
+11% +$317K 2.39% 17
2022
Q4 		$2.78M Sell
114,530
-1,322
-1% -$32.1K 2.06% 17
2022
Q3 		$2.75M Sell
115,852
-5,306
-4% -$131K 2.16% 16
2022
Q2 		$2.92M Buy
121,158
+8,437
+7% +$213K 2.04% 18
2022
Q1 		$2.96M Sell
112,721
-3,407
-3% -$90.3K 1.98% 18
2021
Q4 		$3.15M Buy
116,128
+16,020
+16% +$436K 1.82% 18
2021
Q3 		$2.74M Buy
100,108
+97,495
+3,731% +$2.67M 1.8% 20
2021
Q2 		$72K Hold
2,613
– – 0.05% 72
2021
Q1 		$71K Hold
2,613
– – 0.05% 72
2020
Q4 		$70K Hold
2,613
– – 0.05% 85
2020
Q3 		$68K Hold
2,613
– – 0.06% 86
2020
Q2 		$67K Sell
2,613
-2,132
-45% -$52.5K 0.07% 87
2020
Q1 		$127K Hold
4,745
– – 0.11% 85
2019
Q4 		$128K Buy
+4,745
New +$127K 0.09% 89
2019
Q2 		$164K Sell
6,013
-387
-6% -$10.5K 0.1% 79
2019
Q1 		$174K Sell
6,400
-2,600
-29% -$70K 0.1% 77
2018
Q4 		$248K Hold
9,000
– – 0.17% 66
2018
Q3 		$248K Sell
9,000
-25,915
-74% -$711K 0.17% 66
2018
Q2 		$946K Buy
+34,915
New +$956K 0.91% 30

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s SJNK Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) reduced its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 12% in Q2 2026, selling an estimated $444K and leaving 135,506 shares worth $3.36M. The position accounts for 2.02% of the portfolio, ranked #11.

Lugano Financial Advisors SA (LFA) first reported a position in SJNK in Q2 2018 and has held it in 32 quarters since. The position peaked at $3.78M in Q1 2026. 396 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 135,506 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $3.36M as of Q2 2026.
  • Lugano Financial Advisors SA (LFA) sold 17,735 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $444K.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 2.02% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #11 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2018 and has held it in 32 quarters since.
  • Lugano Financial Advisors SA (LFA)'s State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $3.78M in Q1 2026.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.