Pacific Capital Wealth Advisors’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Pacific Capital Wealth 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
2022 Q3	–	Sell	-175,238	Closed	-$4.23M	–	91
2022 Q2	$4.23M	Sell	175,238 -33,122	-16%	-$836K	1.17%	20
2022 Q1	$5.47M	Buy	208,360 +1,300	+0.6%	+$34.5K	1.56%	17
2021 Q4	$5.62M	Buy	+207,060	New	+$5.63M	1.62%	19

Other funds holding SJNK

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APC

Aristotle Pacific Capital Newport Beach, California $210M AUM 2.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pacific Capital Wealth Advisors's SJNK Position: Q3 2022 in Review

Pacific Capital Wealth Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q3 2022, closing a stake of 175,238 shares — an estimated $4.23M sold.

Pacific Capital Wealth Advisors first reported a position in SJNK in Q4 2021 and held it in 3 quarters. The position peaked at $5.62M in Q4 2021. 293 funds tracked by Wall St. Rank hold SJNK as of Q3 2022.

Pacific Capital Wealth Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q3 2022 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 175,238 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2022, an estimated $4.23M.
Pacific Capital Wealth Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2021 and held it in 3 quarters.
Pacific Capital Wealth Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $5.62M in Q4 2021.
293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2022.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.