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

Northwest Financial 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
2024
Q4 		– Sell
-71
Closed -$1.83K – 467
2024
Q3 		$1.83K Buy
+71
New +$1.8K ﹤0.01% 501

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwest Financial Advisors's SJNK Position: Q4 2024 in Review

Northwest Financial Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2024, closing a stake of 71 shares — an estimated $1.83K sold.

Northwest Financial Advisors first reported a position in SJNK in Q3 2024 and held it in 1 quarter. The position peaked at $1.83K in Q3 2024. 382 funds tracked by Wall St. Rank hold SJNK as of Q4 2024.

  • Northwest Financial Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 71 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2024, an estimated $1.83K.
  • Northwest Financial Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2024 and held it in 1 quarter.
  • Northwest Financial Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.83K in Q3 2024.
  • 382 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.