LVW Advisors’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

LVW 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
2021 Q4	–	Sell	-9,418	Closed	-$258K	–	251
2021 Q3	$258K	Hold	9,418	–	–	0.04%	209
2021 Q2	$260K	Hold	9,418	–	–	0.05%	198
2021 Q1	$257K	Buy	9,418 +179	+2%	+$4.85K	0.05%	190
2020 Q4	$249K	Hold	9,239	–	–	0.05%	186
2020 Q3	$239K	Hold	9,239	–	–	0.05%	171
2020 Q2	$233K	Buy	+9,239	New	+$228K	0.06%	171
2020 Q1	–	Sell	-257,495	Closed	-$6.94M	–	191
2019 Q4	$6.94M	Sell	257,495 -14,488	-5%	-$388K	1.57%	12
2019 Q3	$7.35M	Buy	271,983 +10,710	+4%	+$289K	1.82%	12
2019 Q2	$7.11M	Buy	261,273 +103,406	+66%	+$2.81M	1.97%	12
2019 Q1	$4.3M	Buy	157,867 +40,212	+34%	+$1.08M	1.15%	20
2018 Q4	$3.06M	Buy	117,655 +79,122	+205%	+$2.12M	1.03%	29
2018 Q3	$1.06M	Buy	38,533 +8,581	+29%	+$236K	0.3%	62
2018 Q2	$817K	Buy	+29,952	New	+$820K	0.26%	68

Other funds holding SJNK

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

AIA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LVW Advisors's SJNK Position: Q4 2021 in Review

LVW Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2021, closing a stake of 9,418 shares — an estimated $258K sold.

LVW Advisors first reported a position in SJNK in Q2 2018 and held it in 13 quarters. The position peaked at $7.35M in Q3 2019. 361 funds tracked by Wall St. Rank hold SJNK as of Q4 2021.

LVW Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2021 after selling out during the quarter.
LVW Advisors sold 9,418 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2021, an estimated $258K.
LVW Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2018 and held it in 13 quarters.
LVW Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $7.35M in Q3 2019.
361 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2021.

Based on LVW Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.