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

Peddock Capital 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
2023 Q2	–	Sell	-89,308	Closed	-$2.22M	–	150
2023 Q1	$2.22M	Buy	89,308 +5,880	+7%	+$145K	0.77%	31
2022 Q4	$2.02M	Sell	83,428 -12,540	-13%	-$305K	0.78%	32
2022 Q3	$2.28M	Buy	95,968 +101	+0.1%	+$2.49K	0.94%	23
2022 Q2	$2.31M	Buy	95,867 +1,533	+2%	+$38.7K	0.9%	24
2022 Q1	$2.48M	Buy	94,334 +5,610	+6%	+$149K	0.8%	28
2021 Q4	$2.41M	Sell	88,724 -3,470	-4%	-$94.3K	0.8%	29
2021 Q3	$2.52M	Buy	92,194 +1,473	+2%	+$40.4K	0.9%	27
2021 Q2	$2.49M	Buy	90,721 +6,388	+8%	+$175K	0.87%	28
2021 Q1	$2.31M	Buy	+84,333	New	+$2.29M	0.88%	29
2014 Q4	–	Sell	-49,413	Closed	-$1.48M	–	102
2014 Q3	$1.48M	Buy	49,413 +422	+0.9%	+$12.8K	1.21%	11
2014 Q2	$1.52M	Buy	48,991 +12,326	+34%	+$381K	1.14%	10
2014 Q1	$1.14M	Buy	36,665 +3,937	+12%	+$122K	0.89%	22
2013 Q4	$1.01M	Buy	+32,728	New	+$1.01M	0.78%	29

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

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 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

EWM

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

Peddock Capital Advisors's SJNK Position: Q2 2023 in Review

Peddock Capital Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2023, closing a stake of 89,308 shares — an estimated $2.22M sold.

Peddock Capital Advisors first reported a position in SJNK in Q4 2013 and held it in 13 quarters. The position peaked at $2.52M in Q3 2021. 343 funds tracked by Wall St. Rank hold SJNK as of Q2 2023.

Peddock Capital Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
Peddock Capital Advisors sold 89,308 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2023, an estimated $2.22M.
Peddock Capital Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2013 and held it in 13 quarters.
Peddock Capital Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $2.52M in Q3 2021.
343 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2023.

Based on Peddock Capital Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.