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

NewEdge 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
2024 Q1	–	Sell	-17,784	Closed	-$447K	–	843
2023 Q4	$447K	Sell	17,784 -14,316	-45%	-$351K	0.01%	530
2023 Q3	$785K	Sell	32,100 -10,475	-25%	-$258K	0.02%	390
2023 Q2	$1.05M	Sell	42,575 -4,753	-10%	-$117K	0.04%	343
2023 Q1	$1.18M	Sell	47,328 -982	-2%	-$24.2K	0.04%	292
2022 Q4	$1.17M	Buy	+48,310	New	+$1.17M	0.05%	274

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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

CCMG

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Wealth's SJNK Position: Q1 2024 in Review

NewEdge Wealth sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2024, closing a stake of 17,784 shares — an estimated $447K sold.

NewEdge Wealth first reported a position in SJNK in Q4 2022 and held it in 5 quarters. The position peaked at $1.18M in Q1 2023. 350 funds tracked by Wall St. Rank hold SJNK as of Q1 2024.

NewEdge Wealth reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
NewEdge Wealth sold 17,784 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2024, an estimated $447K.
NewEdge Wealth first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2022 and held it in 5 quarters.
NewEdge Wealth's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.18M in Q1 2023.
350 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2024.

Based on NewEdge Wealth's 13F filing for Q1 2024, filed 6 May 2024.