Money Concepts Capital’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-2,875	Closed	-$69.7K	–	2504
2022 Q4	$69.7K	Buy	2,875 +1,445	+101%	+$35.1K	﹤0.01%	1121
2022 Q3	$34K	Sell	1,430 -3,063	-68%	-$75.5K	﹤0.01%	799
2022 Q2	$108K	Sell	4,493 -8,412	-65%	-$212K	0.01%	548
2022 Q1	$339K	Buy	12,905 +6,700	+108%	+$178K	0.02%	549
2021 Q4	$168K	Buy	+6,205	New	+$169K	0.01%	507
2021 Q1	$116K	Sell	4,240 -345	-8%	-$9.35K	0.01%	507
2020 Q4	$124K	Buy	+4,585	New	+$121K	0.01%	452

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

EMPI

Elo Mutual Pension Insurance Espoo, Finland $7.77B AUM 35.27% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Money Concepts Capital's SJNK Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2023, closing a stake of 2,875 shares — an estimated $69.7K sold.

Money Concepts Capital first reported a position in SJNK in Q4 2020 and held it in 7 quarters. The position peaked at $339K in Q1 2022. 318 funds tracked by Wall St. Rank hold SJNK as of Q1 2023.

Money Concepts Capital reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 2,875 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2023, an estimated $69.7K.
Money Concepts Capital first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2020 and held it in 7 quarters.
Money Concepts Capital's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $339K in Q1 2022.
318 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.