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

Luken Investment Analytics’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
2023 Q4	–	Sell	-13,801	Closed	-$338K	–	141
2023 Q3	$338K	Buy	13,801 +1,038	+8%	+$25.6K	0.2%	37
2023 Q2	$315K	Buy	12,763 +759	+6%	+$18.6K	0.18%	34
2023 Q1	$298K	Buy	+12,004	New	+$296K	0.18%	34

Other funds holding SJNK

IMPI

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

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

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

OPAM

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

AIA

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

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

CCMG

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

EWM

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

Luken Investment Analytics's SJNK Position: Q4 2023 in Review

Luken Investment Analytics sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2023, closing a stake of 13,801 shares — an estimated $338K sold.

Luken Investment Analytics first reported a position in SJNK in Q1 2023 and held it in 3 quarters. The position peaked at $338K in Q3 2023. 359 funds tracked by Wall St. Rank hold SJNK as of Q4 2023.

Luken Investment Analytics reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
Luken Investment Analytics sold 13,801 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2023, an estimated $338K.
Luken Investment Analytics first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2023 and held it in 3 quarters.
Luken Investment Analytics's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $338K in Q3 2023.
359 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2023.

Based on Luken Investment Analytics's 13F filing for Q4 2023, filed 31 Jan 2024.