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

LWS Wealth 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
2023 Q4	$287K	Buy	11,407 +275	+2%	+$6.75K	0.11%	55
2023 Q3	$272K	Buy	11,132 +184	+2%	+$4.53K	0.12%	49
2023 Q2	$270K	Buy	10,948 +222	+2%	+$5.45K	0.11%	50
2023 Q1	$266K	Buy	10,726 +166	+2%	+$4.09K	0.11%	51
2022 Q4	$256K	Sell	10,560 -9,504	-47%	-$231K	0.11%	53
2022 Q3	$477K	Sell	20,064 -123,086	-86%	-$3.03M	0.18%	44
2022 Q2	$3.45M	Buy	143,150 +132,194	+1,207%	+$3.34M	1.63%	16
2022 Q1	$287K	Sell	10,956 -1,082	-9%	-$28.7K	0.12%	49
2021 Q4	$327K	Buy	12,038 +292	+2%	+$7.94K	0.13%	47
2021 Q3	$322K	Sell	11,746 -501	-4%	-$13.7K	0.14%	46
2021 Q2	$338K	Sell	12,247 -291	-2%	-$7.97K	0.15%	44
2021 Q1	$343K	Sell	12,538 -426	-3%	-$11.5K	0.16%	46
2020 Q4	$349K	Sell	12,964 -799	-6%	-$21.1K	0.16%	48
2020 Q3	$356K	Buy	13,763 +39	+0.3%	+$1.01K	0.17%	43
2020 Q2	$346K	Buy	13,724 +3,415	+33%	+$84.1K	0.18%	41
2020 Q1	$243K	Sell	10,309 -3,189	-24%	-$82.8K	0.16%	47
2019 Q4	$364K	Buy	+13,498	New	+$362K	0.19%	43

Other funds holding SJNK

IMPI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $1.49B AUM 19.36% 1-Year Est. Return

CCMG

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

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

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

EWM

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

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

LWS Wealth Advisors's SJNK Position: Q4 2023 in Review

LWS Wealth Advisors increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 2.5% in Q4 2023, buying an estimated $6.75K and bringing the position to 11,407 shares worth $287K. The position accounts for 0.11% of the portfolio, ranked #55.

LWS Wealth Advisors first reported a position in SJNK in Q4 2019 and has held it in 17 quarters since. The position peaked at $3.45M in Q2 2022. 359 funds tracked by Wall St. Rank hold SJNK as of Q4 2023.

LWS Wealth Advisors held 11,407 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $287K as of Q4 2023.
LWS Wealth Advisors bought 275 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2023, an estimated $6.75K.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.11% of LWS Wealth Advisors's portfolio in Q4 2023, its #55 holding.
LWS Wealth Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2019 and has held it in 17 quarters since.
LWS Wealth Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $3.45M in Q2 2022.
359 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.