Mader & Shannon Wealth Management’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Mader & Shannon Wealth 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 Q3	–	Sell	-447,394	Closed	-$11.1M	–	16
2023 Q2	$11.1M	Buy	447,394 +62,878	+16%	+$1.54M	6.82%	4
2023 Q1	$9.55M	Buy	+384,516	New	+$9.48M	6.3%	6

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

OPAM

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

CCMG

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWM

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

Mader & Shannon Wealth Management's SJNK Position: Q3 2023 in Review

Mader & Shannon Wealth Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q3 2023, closing a stake of 447,394 shares — an estimated $11.1M sold.

Mader & Shannon Wealth Management first reported a position in SJNK in Q1 2023 and held it in 2 quarters. The position peaked at $11.1M in Q2 2023. 337 funds tracked by Wall St. Rank hold SJNK as of Q3 2023.

Mader & Shannon Wealth Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q3 2023 after selling out during the quarter.
Mader & Shannon Wealth Management sold 447,394 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2023, an estimated $11.1M.
Mader & Shannon Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2023 and held it in 2 quarters.
Mader & Shannon Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $11.1M in Q2 2023.
337 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2023.

Based on Mader & Shannon Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.