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

Private Ocean’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
2024 Q1	–	Sell	-611	Closed	-$15.4K	–	538
2023 Q4	$15.4K	Buy	611 +15	+3%	+$368	﹤0.01%	330
2023 Q3	$14.6K	Buy	596 +11	+2%	+$271	﹤0.01%	332
2023 Q2	$14.4K	Buy	585 +11	+2%	+$270	﹤0.01%	365
2023 Q1	$14.3K	Buy	+574	New	+$14.2K	﹤0.01%	355
2018 Q4	–	Sell	-144	Closed	-$4K	–	377
2018 Q3	$4K	Sell	144 -1,204	-89%	-$33K	﹤0.01%	304
2018 Q2	$36K	Buy	1,348 +1,276	+1,772%	+$34.9K	0.02%	192
2018 Q1	$1K	Buy	+72	New	+$1.98K	﹤0.01%	383

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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

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

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

Private Ocean's SJNK Position: Q1 2024 in Review

Private Ocean sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2024, closing a stake of 611 shares — an estimated $15.4K sold.

Private Ocean first reported a position in SJNK in Q1 2018 and held it in 7 quarters. The position peaked at $36K in Q2 2018. 350 funds tracked by Wall St. Rank hold SJNK as of Q1 2024.

Private Ocean reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
Private Ocean sold 611 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2024, an estimated $15.4K.
Private Ocean first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2018 and held it in 7 quarters.
Private Ocean's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $36K in Q2 2018.
350 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2024.

Based on Private Ocean's 13F filing for Q1 2024, filed 17 Apr 2024.