Psagot Value Holdings’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Psagot Value Holdings’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	-25,800	Closed	-$651K	–	466
2023 Q4	$651K	Buy	25,800 +2,600	+11%	+$63.8K	0.28%	73
2023 Q3	$568K	Buy	23,200 +3,500	+18%	+$86.2K	0.29%	72
2023 Q2	$485K	Sell	19,700 -83,500	-81%	-$2.05M	0.25%	78
2023 Q1	$2.52M	Sell	103,200 -18,600	-15%	-$459K	1.05%	21
2022 Q4	$2.95M	Sell	121,800 -11,660	-9%	-$283K	0.87%	34
2022 Q3	$3.17M	Buy	133,460 +2,480	+2%	+$61.1K	0.9%	27
2022 Q2	$3.16M	Buy	130,980 +21,305	+19%	+$538K	0.74%	34
2022 Q1	$2.88M	Sell	109,675 -9,535	-8%	-$253K	0.63%	39
2021 Q4	$3.24M	Sell	119,210 -27,670	-19%	-$752K	0.62%	42
2021 Q3	$4.02M	Buy	+146,880	New	+$4.03M	0.69%	35

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

Psagot Value Holdings's SJNK Position: Q1 2024 in Review

Psagot Value Holdings sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2024, closing a stake of 25,800 shares — an estimated $651K sold.

Psagot Value Holdings first reported a position in SJNK in Q3 2021 and held it in 10 quarters. The position peaked at $4.02M in Q3 2021. 350 funds tracked by Wall St. Rank hold SJNK as of Q1 2024.

Psagot Value Holdings reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 25,800 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2024, an estimated $651K.
Psagot Value Holdings first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2021 and held it in 10 quarters.
Psagot Value Holdings's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $4.02M in Q3 2021.
350 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.