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

Perspective 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
2026
Q2 		$5.87M Sell
234,611
-105,338
-31% -$2.64M 3.23% 10
2026
Q1 		$8.49M Buy
339,949
+95,102
+39% +$2.4M 5.51% 4
2025
Q4 		$6.2M Buy
+244,847
New +$6.21M 4.41% 5

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Perspective Wealth Advisors's SJNK Position: Q2 2026 in Review

Perspective Wealth Advisors reduced its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 31% in Q2 2026, selling an estimated $2.64M and leaving 234,611 shares worth $5.87M. The position accounts for 3.23% of the portfolio, ranked #10.

Perspective Wealth Advisors first reported a position in SJNK in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.49M in Q1 2026. 396 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

  • Perspective Wealth Advisors held 234,611 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $5.87M as of Q2 2026.
  • Perspective Wealth Advisors sold 105,338 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $2.64M.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 3.23% of Perspective Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Perspective Wealth Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Perspective Wealth Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $8.49M in Q1 2026.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.