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Orion Portfolio Solutions’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Orion Portfolio Solutions’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 		$250K Buy
9,948
+209
+2% +$5.31K ﹤0.01% 1707
2024
Q4 		$246K Buy
9,739
+927
+11% +$23.6K ﹤0.01% 1654
2024
Q3 		$227K Buy
+8,812
New +$223K ﹤0.01% 1658
2023
Q4 		– Sell
-10,598
Closed -$259K – 1741
2023
Q3 		$259K Sell
10,598
-398
-4% -$9.8K ﹤0.01% 1448
2023
Q2 		$272K Buy
10,996
+2,310
+27% +$56.7K ﹤0.01% 1441
2023
Q1 		$216K Sell
8,686
-2,255
-21% -$55.6K ﹤0.01% 1480
2022
Q4 		$265K Buy
10,941
+1,124
+11% +$27.3K 0.01% 696
2022
Q3 		$233K Sell
9,817
-6,863
-41% -$169K 0.01% 653
2022
Q2 		$402K Sell
16,680
-1,014
-6% -$25.6K 0.02% 457
2022
Q1 		$464K Sell
17,694
-1,321
-7% -$35K 0.02% 452
2021
Q4 		$516K Buy
19,015
+5,516
+41% +$150K 0.02% 420
2021
Q3 		$370K Sell
13,499
-374,371
-97% -$10.3M 0.01% 469
2021
Q2 		$10.7M Sell
387,870
-59,277
-13% -$1.62M 0.42% 40
2021
Q1 		$12.2M Buy
447,147
+68,023
+18% +$1.84M 0.53% 33
2020
Q4 		$10.2M Sell
379,124
-12,092
-3% -$319K 0.48% 38
2020
Q3 		$10.1M Buy
391,216
+190,739
+95% +$4.92M 0.53% 37
2020
Q2 		$5.05M Sell
200,477
-3,580
-2% -$88.2K 0.27% 59
2020
Q1 		$4.81M Sell
204,057
-14,804
-7% -$384K 0.33% 43
2019
Q4 		$5.9M Buy
+218,861
New +$5.86M 0.46% 43

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wealthfront Advisers
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

Orion Portfolio Solutions's SJNK Position: Q1 2025 in Review

Orion Portfolio Solutions increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 2.1% in Q1 2025, buying an estimated $5.31K and bringing the position to 9,948 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Orion Portfolio Solutions first reported a position in SJNK in Q4 2019 and has held it in 19 quarters since. The position peaked at $12.2M in Q1 2021. 375 funds tracked by Wall St. Rank hold SJNK as of Q1 2025.

  • Orion Portfolio Solutions held 9,948 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $250K as of Q1 2025.
  • Orion Portfolio Solutions bought 209 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2025, an estimated $5.31K.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1707 holding.
  • Orion Portfolio Solutions first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2019 and has held it in 19 quarters since.
  • Orion Portfolio Solutions's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $12.2M in Q1 2021.
  • 375 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.