Matthew Goff Investment Advisor’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Matthew Goff Investment Advisor’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
2025 Q2	–	Sell	-571,434	Closed	-$14.4M	–	103
2025 Q1	$14.4M	Buy	571,434 +6,429	+1%	+$163K	2.65%	12
2024 Q4	$14.3M	Buy	565,005 +80,285	+17%	+$2.05M	2.65%	12
2024 Q3	$12.5M	Buy	484,720 +5,135	+1%	+$130K	2.38%	14
2024 Q2	$12M	Buy	479,585 +6,438	+1%	+$161K	2.44%	13
2024 Q1	$11.9M	Buy	473,147 +14,518	+3%	+$365K	2.42%	16
2023 Q4	$11.5M	Buy	458,629 +78,394	+21%	+$1.92M	2.56%	13
2023 Q3	$9.3M	Buy	380,235 +101,658	+36%	+$2.5M	2.24%	14
2023 Q2	$6.88M	Buy	278,577 +26,645	+11%	+$654K	1.62%	19
2023 Q1	$6.26M	Buy	251,932 +5,234	+2%	+$129K	1.55%	21
2022 Q4	$5.98M	Buy	+246,698	New	+$5.99M	1.56%	21
2018 Q4	–	Sell	-263,575	Closed	-$7.27M	–	59
2018 Q3	$7.27M	Buy	263,575 +15,682	+6%	+$430K	2.92%	9
2018 Q2	$6.77M	Buy	247,893 +12,351	+5%	+$338K	2.65%	10
2018 Q1	$6.45M	Buy	235,542 +23,145	+11%	+$637K	2.7%	10
2017 Q4	$5.85M	Buy	212,397 +2,573	+1%	+$71.3K	2.52%	12
2017 Q3	$5.87M	Buy	+209,824	New	+$5.85M	2.52%	12

Other funds holding SJNK

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

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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

EWM

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

CCMG

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

Matthew Goff Investment Advisor's SJNK Position: Q2 2025 in Review

Matthew Goff Investment Advisor sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2025, closing a stake of 571,434 shares — an estimated $14.4M sold.

Matthew Goff Investment Advisor first reported a position in SJNK in Q3 2017 and held it in 15 quarters. The position peaked at $14.4M in Q1 2025. 391 funds tracked by Wall St. Rank hold SJNK as of Q2 2025.

Matthew Goff Investment Advisor reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Matthew Goff Investment Advisor sold 571,434 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2025, an estimated $14.4M.
Matthew Goff Investment Advisor first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2017 and held it in 15 quarters.
Matthew Goff Investment Advisor's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $14.4M in Q1 2025.
391 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2025.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2025, filed 11 Jul 2025.