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

Phoenix Financial’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 Q1	$223K	Hold	8,927	–	–	﹤0.01%	442
2025 Q4	$226K	Sell	8,927 -25,000	-74%	-$634K	﹤0.01%	428
2025 Q3	$868K	Hold	33,927	–	–	0.01%	240
2025 Q2	$864K	Hold	33,927	–	–	0.01%	251
2025 Q1	$853K	Sell	33,927 -981	-3%	-$24.9K	0.01%	223
2024 Q4	$881K	Buy	34,908 +981	+3%	+$25K	0.01%	229
2024 Q3	$873K	Hold	33,927	–	–	0.01%	224
2024 Q2	$847K	Sell	33,927 -63,144	-65%	-$1.57M	0.01%	225
2024 Q1	$2.45M	Buy	97,071 +16,071	+20%	+$404K	0.03%	178
2023 Q4	$2.04M	Hold	81,000	–	–	0.03%	187
2023 Q3	$1.98M	Sell	81,000 -2,555	-3%	-$62.9K	0.04%	185
2023 Q2	$2.06M	Buy	+83,555	New	+$2.05M	0.04%	159

Other funds holding SJNK

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Phoenix Financial's SJNK Position: Q1 2026 in Review

Phoenix Financial held its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) position steady in Q1 2026 at 8,927 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Phoenix Financial first reported a position in SJNK in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.45M in Q1 2024. 389 funds tracked by Wall St. Rank hold SJNK as of Q1 2026.

Phoenix Financial held 8,927 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $223K as of Q1 2026.
Phoenix Financial left its State Street SPDR Bloomberg Short Term High Yield Bond ETF share count unchanged in Q1 2026.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #442 holding.
Phoenix Financial first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2023 and has held it in 12 quarters since.
Phoenix Financial's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $2.45M in Q1 2024.
389 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.