M&R Capital Management’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

M&R Capital Management’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	-60	Closed	-$1.47K	–	647
2023 Q3	$1.47K	Hold	60	–	–	﹤0.01%	560
2023 Q2	$1.48K	Sell	60 -110	-65%	-$2.7K	﹤0.01%	567
2023 Q1	$4.22K	Buy	170 +110	+183%	+$2.71K	﹤0.01%	461
2022 Q4	$1.45K	Buy	+60	New	+$1.46K	﹤0.01%	543

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 22.96% 1-Year Est. Return

EWM

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

M&R Capital Management's SJNK Position: Q4 2023 in Review

M&R Capital Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2023, closing a stake of 60 shares — an estimated $1.47K sold.

M&R Capital Management first reported a position in SJNK in Q4 2022 and held it in 4 quarters. The position peaked at $4.22K in Q1 2023. 359 funds tracked by Wall St. Rank hold SJNK as of Q4 2023.

M&R Capital Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
M&R Capital Management sold 60 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2023, an estimated $1.47K.
M&R Capital Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2022 and held it in 4 quarters.
M&R Capital Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $4.22K in Q1 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 M&R Capital Management's 13F filing for Q4 2023, filed 2 Jan 2024.