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

Realta Investment 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 Q4	–	Sell	-500	Closed	-$12.3K	–	738
2023 Q3	$12.3K	Hold	500	–	–	﹤0.01%	659
2023 Q2	$12.3K	Buy	+500	New	+$12.3K	﹤0.01%	708
2023 Q1	–	Sell	-574	Closed	-$13.9K	–	759
2022 Q4	$13.9K	Sell	574 -167	-23%	-$4.06K	﹤0.01%	686
2022 Q3	$18K	Buy	+741	New	+$18.3K	﹤0.01%	628
2020 Q1	–	Sell	-507	Closed	-$13K	–	1204
2019 Q4	$13K	Sell	507 -30	-6%	-$804	﹤0.01%	1067
2019 Q3	$15K	Sell	537 -180	-25%	-$4.87K	﹤0.01%	1006
2019 Q2	$20K	Buy	717 +608	+558%	+$16.5K	0.01%	939
2019 Q1	$3K	Buy	+109	New	+$2.94K	﹤0.01%	1177

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

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

EWM

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

Realta Investment Advisors's SJNK Position: Q4 2023 in Review

Realta Investment Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2023, closing a stake of 500 shares — an estimated $12.3K sold.

Realta Investment Advisors first reported a position in SJNK in Q1 2019 and held it in 8 quarters. The position peaked at $20K in Q2 2019. 359 funds tracked by Wall St. Rank hold SJNK as of Q4 2023.

Realta Investment Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
Realta Investment Advisors sold 500 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2023, an estimated $12.3K.
Realta Investment Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2019 and held it in 8 quarters.
Realta Investment Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $20K in Q2 2019.
359 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.