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

Osborne Partners Capital Management’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	–	Sell	-9,000	Closed	-$226K	–	216
2025 Q1	$226K	Hold	9,000	–	–	0.01%	197
2024 Q4	$227K	Hold	9,000	–	–	0.01%	212
2024 Q3	$232K	Hold	9,000	–	–	0.01%	212
2024 Q2	$225K	Sell	9,000 -95	-1%	-$2.37K	0.01%	206
2024 Q1	$229K	Sell	9,095 -382	-4%	-$9.6K	0.01%	190
2023 Q4	$238K	Sell	9,477 -668	-7%	-$16.4K	0.02%	195
2023 Q3	$248K	Sell	10,145 -4,190	-29%	-$103K	0.02%	182
2023 Q2	$354K	Buy	14,335 +450	+3%	+$11K	0.03%	168
2023 Q1	$345K	Sell	13,885 -120	-0.9%	-$2.96K	0.03%	168
2022 Q4	$339K	Sell	14,005 -2,800	-17%	-$68K	0.03%	168
2022 Q3	$400K	Hold	16,805	–	–	0.03%	162
2022 Q2	$405K	Buy	16,805 +120	+0.7%	+$3.03K	0.03%	164
2022 Q1	$438K	Sell	16,685 -550	-3%	-$14.6K	0.03%	152
2021 Q4	$468K	Hold	17,235	–	–	0.03%	152
2021 Q3	$472K	Hold	17,235	–	–	0.04%	145
2021 Q2	$475K	Sell	17,235 -5,500	-24%	-$151K	0.04%	151
2021 Q1	$621K	Buy	+22,735	New	+$616K	0.06%	136

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

Osborne Partners Capital Management's SJNK Position: Q2 2025 in Review

Osborne Partners Capital Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2025, closing a stake of 9,000 shares — an estimated $226K sold.

Osborne Partners Capital Management first reported a position in SJNK in Q1 2021 and held it in 17 quarters. The position peaked at $621K in Q1 2021. 392 funds tracked by Wall St. Rank hold SJNK as of Q2 2025.

Osborne Partners Capital Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Osborne Partners Capital Management sold 9,000 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2025, an estimated $226K.
Osborne Partners Capital Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2021 and held it in 17 quarters.
Osborne Partners Capital Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $621K in Q1 2021.
392 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2025.

Based on Osborne Partners Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.