Next Financial Group’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Next Financial Group’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
2021 Q4	$2.05M	Buy	75,491 +1,916	+3%	+$52.1K	0.13%	173
2021 Q3	$2.02M	Buy	73,575 +30,999	+73%	+$850K	0.16%	144
2021 Q2	$1.17M	Buy	42,576 +4,353	+11%	+$119K	0.09%	227
2021 Q1	$1.04M	Buy	38,223 +4,741	+14%	+$128K	0.09%	236
2020 Q4	$902K	Sell	33,482 -2,121	-6%	-$56K	0.09%	237
2020 Q3	$921K	Buy	+35,603	New	+$919K	0.1%	212
2020 Q2	–	Sell	-56,621	Closed	-$1.33M	–	1680
2020 Q1	$1.33M	Buy	56,621 +17,773	+46%	+$461K	0.17%	129
2019 Q4	$1.05M	Sell	38,848 -768	-2%	-$20.6K	0.11%	233
2019 Q3	$1.07M	Buy	+39,616	New	+$1.07M	0.12%	226
2019 Q2	–	Sell	-29,313	Closed	-$799K	–	2379
2019 Q1	$799K	Buy	29,313 +29,025	+10,078%	+$782K	0.2%	65
2018 Q4	$7K	Buy	+288	New	+$7.73K	﹤0.01%	1458

Other funds holding SJNK

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Next Financial Group's SJNK Position: Q4 2021 in Review

Next Financial Group increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 2.6% in Q4 2021, buying an estimated $52.1K and bringing the position to 75,491 shares worth $2.05M. The position accounts for 0.13% of the portfolio, ranked #173.

Next Financial Group first reported a position in SJNK in Q4 2018 and has held it in 11 quarters since. 361 funds tracked by Wall St. Rank hold SJNK as of Q4 2021.

Next Financial Group held 75,491 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $2.05M as of Q4 2021.
Next Financial Group bought 1,916 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2021, an estimated $52.1K.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.13% of Next Financial Group's portfolio in Q4 2021, its #173 holding.
Next Financial Group first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2018 and has held it in 11 quarters since.
361 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.