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

OTA 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
2022 Q4	–	Sell	-137,452	Closed	-$3.27M	–	96
2022 Q3	$3.27M	Buy	137,452 +97,450	+244%	+$2.4M	2.8%	7
2022 Q2	$964K	Sell	40,002 -30,137	-43%	-$761K	0.46%	15
2022 Q1	$1.84M	Buy	+70,139	New	+$1.86M	1.17%	9
2021 Q1	–	Sell	-10,407	Closed	-$280K	–	75
2020 Q4	$280K	Buy	+10,407	New	+$275K	0.19%	52
2020 Q3	–	Sell	-56,480	Closed	-$1.42M	–	76
2020 Q2	$1.42M	Sell	56,480 -23,681	-30%	-$583K	1.61%	15
2020 Q1	$1.89M	Buy	+80,161	New	+$2.08M	2.36%	10
2019 Q3	–	Sell	-13,544	Closed	-$368K	–	60
2019 Q2	$368K	Buy	+13,544	New	+$368K	0.29%	41
2018 Q4	–	Sell	-20,619	Closed	-$562K	–	77
2018 Q3	$562K	Hold	20,619	–	–	0.23%	39
2018 Q2	$562K	Buy	+20,619	New	+$565K	0.22%	44
2013 Q4	–	Sell	-14,480	Closed	-$442	–	137
2013 Q3	$442	Sell	14,480 -916	-6%	-$27.9K	0.25%	48
2013 Q2	$464K	Buy	+15,396	New	+$474K	0.21%	47

Other funds holding SJNK

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

IMPI

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

APC

Aristotle Pacific Capital Newport Beach, California $123M AUM 0.73% 1-Year Est. Return

OTA Financial Group's SJNK Position: Q4 2022 in Review

OTA Financial Group sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2022, closing a stake of 137,452 shares — an estimated $3.27M sold.

OTA Financial Group first reported a position in SJNK in Q2 2013 and held it in 11 quarters. The position peaked at $3.27M in Q3 2022. 347 funds tracked by Wall St. Rank hold SJNK as of Q4 2022.

OTA Financial Group reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
OTA Financial Group sold 137,452 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2022, an estimated $3.27M.
OTA Financial Group first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2013 and held it in 11 quarters.
OTA Financial Group's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $3.27M in Q3 2022.
347 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2022.

Based on OTA Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.