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

NewSquare 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
2025 Q2	–	Hold	0	–	–	–	1298
2014 Q4	–	Sell	-142,833	Closed	-$4.28M	–	340
2014 Q3	$4.28M	Sell	142,833 -11,610	-8%	-$353K	1.52%	24
2014 Q2	$4.78M	Sell	154,443 -2,325	-1%	-$71.8K	1.71%	18
2014 Q1	$4.86M	Sell	156,768 -23,442	-13%	-$724K	1.95%	12
2013 Q4	$5.56M	Buy	+180,210	New	+$5.54M	2.69%	10

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $445B AUM 25.58% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $18.3B AUM 36.97% 1-Year Est. Return

NewSquare Capital's SJNK Position: Q2 2025 in Review

NewSquare Capital held its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) position steady in Q2 2025 at 0 shares worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

NewSquare Capital first reported a position in SJNK in Q4 2013 and has held it in 4 quarters since. The position peaked at $5.56M in Q4 2013. 392 funds tracked by Wall St. Rank hold SJNK as of Q2 2025.

NewSquare Capital held 0 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $11 as of Q2 2025.
NewSquare Capital left its State Street SPDR Bloomberg Short Term High Yield Bond ETF share count unchanged in Q2 2025.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up ﹤0.01% of NewSquare Capital's portfolio in Q2 2025, its #1298 holding.
NewSquare Capital first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2013 and has held it in 4 quarters since.
NewSquare Capital's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $5.56M in Q4 2013.
392 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2025.

Based on NewSquare Capital's 13F filing for Q2 2025, filed 5 Aug 2025.