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

Marcum Wealth’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
2022 Q4	–	Sell	-9,525	Closed	-$227K	–	396
2022 Q3	$227K	Buy	9,525 +156	+2%	+$3.85K	0.03%	281
2022 Q2	$226K	Sell	9,369 -25	-0.3%	-$631	0.03%	280
2022 Q1	$246K	Buy	+9,394	New	+$249K	0.03%	285

Other funds holding SJNK

IMPI

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

APC

Aristotle Pacific Capital Newport Beach, California $210M AUM 2.03% 1-Year Est. Return

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

Marcum Wealth's SJNK Position: Q4 2022 in Review

Marcum Wealth sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2022, closing a stake of 9,525 shares — an estimated $227K sold.

Marcum Wealth first reported a position in SJNK in Q1 2022 and held it in 3 quarters. The position peaked at $246K in Q1 2022. 347 funds tracked by Wall St. Rank hold SJNK as of Q4 2022.

Marcum Wealth reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
Marcum Wealth sold 9,525 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2022, an estimated $227K.
Marcum Wealth first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2022 and held it in 3 quarters.
Marcum Wealth's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $246K in Q1 2022.
347 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2022.

Based on Marcum Wealth's 13F filing for Q4 2022, filed 12 Jan 2023.