Nicolet Advisory Services’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Nicolet Advisory Services’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 Q1	–	Sell	-10,255	Closed	-$259K	–	401
2024 Q4	$259K	Sell	10,255 -2,024	-16%	-$51.6K	0.02%	325
2024 Q3	$314K	Sell	12,279 -1,324	-10%	-$33.5K	0.03%	278
2024 Q2	$340K	Sell	13,603 -91	-0.7%	-$2.27K	0.03%	256
2024 Q1	$343K	Sell	13,694 -1,093	-7%	-$27.5K	0.03%	250
2023 Q4	$370K	Sell	14,787 -27,744	-65%	-$681K	0.04%	213
2023 Q3	$1.02M	Buy	42,531 +1,201	+3%	+$29.6K	0.11%	97
2023 Q2	$1.01M	Sell	41,330 -5,330	-11%	-$131K	0.11%	97
2023 Q1	$1.15M	Sell	46,660 -339	-0.7%	-$8.36K	0.13%	84
2022 Q4	$1.17M	Buy	46,999 +1,362	+3%	+$33.1K	0.15%	70
2022 Q3	$1.08M	Sell	45,637 -6,531	-13%	-$161K	0.18%	54
2022 Q2	$1.27M	Sell	52,168 -4,467	-8%	-$113K	0.19%	52
2022 Q1	$1.47M	Sell	56,635 -4,031	-7%	-$107K	0.19%	52
2021 Q4	$1.65M	Sell	60,666 -2,838	-4%	-$77.2K	0.2%	48
2021 Q3	$1.74M	Sell	63,504 -2,520	-4%	-$69.1K	0.22%	48
2021 Q2	$1.82M	Sell	66,024 -4,242	-6%	-$116K	0.24%	48
2021 Q1	$1.92M	Sell	70,266 -8,096	-10%	-$219K	0.27%	44
2020 Q4	$2.11M	Sell	78,362 -8,059	-9%	-$213K	0.3%	43
2020 Q3	$2.24M	Sell	86,421 -26,887	-24%	-$694K	0.35%	41
2020 Q2	$2.85M	Sell	113,308 -186,897	-62%	-$4.6M	0.44%	39
2020 Q1	$7.07M	Sell	300,205 -308,665	-51%	-$8.01M	1.25%	18
2019 Q4	$16.4M	Sell	608,870 -240,644	-28%	-$6.45M	2.58%	11
2019 Q3	$22.9M	Sell	849,514 -136,729	-14%	-$3.7M	3.48%	7
2019 Q2	$26.9M	Buy	986,243 +106,212	+12%	+$2.88M	4.1%	7
2019 Q1	$24M	Buy	+880,031	New	+$23.7M	4.07%	6

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $377B AUM 19.32% 1-Year Est. Return

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

AIA

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Nicolet Advisory Services's SJNK Position: Q1 2025 in Review

Nicolet Advisory Services sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2025, closing a stake of 10,255 shares — an estimated $259K sold.

Nicolet Advisory Services first reported a position in SJNK in Q1 2019 and held it in 24 quarters. The position peaked at $26.9M in Q2 2019. 376 funds tracked by Wall St. Rank hold SJNK as of Q1 2025.

Nicolet Advisory Services reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
Nicolet Advisory Services sold 10,255 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2025, an estimated $259K.
Nicolet Advisory Services first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2019 and held it in 24 quarters.
Nicolet Advisory Services's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $26.9M in Q2 2019.
376 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2025.

Based on Nicolet Advisory Services's 13F filing for Q1 2025, filed 8 May 2025.