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Naples Global Advisors’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Naples Global Advisors’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
2020
Q2 		– Sell
-19,646
Closed -$463K – 344
2020
Q1 		$463K Sell
19,646
-7,525
-28% -$195K 0.12% 205
2019
Q4 		$732K Sell
27,171
-1,150
-4% -$30.8K 0.15% 182
2019
Q3 		$765K Sell
28,321
-150
-0.5% -$4.05K 0.18% 168
2019
Q2 		$775K Sell
28,471
-325
-1% -$8.82K 0.19% 163
2019
Q1 		$785K Sell
28,796
-1,300
-4% -$35K 0.2% 159
2018
Q4 		$807K Buy
30,096
+1,250
+4% +$33.6K 0.23% 146
2018
Q3 		$796K Sell
28,846
-1,150
-4% -$31.6K 0.21% 152
2018
Q2 		$819K Sell
29,996
-430
-1% -$11.8K 0.23% 145
2018
Q1 		$833K Sell
30,426
-1,000
-3% -$27.5K 0.25% 140
2017
Q4 		$866K Sell
31,426
-5,435
-15% -$151K 0.26% 134
2017
Q3 		$1.03M Sell
36,861
-100
-0.3% -$2.79K 0.34% 105
2017
Q2 		$1.03M Buy
36,961
+2,600
+8% +$72.7K 0.37% 98
2017
Q1 		$961K Buy
34,361
+3,541
+11% +$98.8K 0.34% 107
2016
Q4 		$853K Sell
30,820
-800
-3% -$22K 0.33% 113
2016
Q3 		$876K Buy
31,620
+1,100
+4% +$30.1K 0.34% 117
2016
Q2 		$824K Buy
30,520
+300
+1% +$7.94K 0.34% 120
2016
Q1 		$780K Sell
30,220
-8,740
-22% -$220K 0.33% 117
2015
Q4 		$1M Buy
38,960
+5,085
+15% +$135K 0.49% 82
2015
Q3 		$913K Buy
33,875
+2,100
+7% +$58.8K 0.47% 81
2015
Q2 		$919K Buy
31,775
+80
+0.3% +$2.33K 0.44% 90
2015
Q1 		$925K Buy
31,695
+1,500
+5% +$43.7K 0.44% 93
2014
Q4 		$873K Buy
30,195
+4,850
+19% +$143K 0.46% 94
2014
Q3 		$759K Buy
25,345
+1,360
+6% +$41.4K 0.45% 99
2014
Q2 		$743K Buy
23,985
+3,375
+16% +$104K 0.44% 89
2014
Q1 		$638K Buy
20,610
+6,095
+42% +$188K 0.39% 104
2013
Q4 		$448K Buy
+14,515
New +$447K 0.3% 139

Other funds holding SJNK

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Naples Global Advisors's SJNK Position: Q2 2020 in Review

Naples Global Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2020, closing a stake of 19,646 shares — an estimated $463K sold.

Naples Global Advisors first reported a position in SJNK in Q4 2013 and held it in 26 quarters. The position peaked at $1.03M in Q2 2017. 236 funds tracked by Wall St. Rank hold SJNK as of Q2 2020.

  • Naples Global Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Naples Global Advisors sold 19,646 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2020, an estimated $463K.
  • Naples Global Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2013 and held it in 26 quarters.
  • Naples Global Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.03M in Q2 2017.
  • 236 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2020.

Based on Naples Global Advisors's 13F filing for Q2 2020, filed 4 Aug 2020.