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

Regal 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
2022
Q3 		– Sell
-52,352
Closed -$1.26M – 527
2022
Q2 		$1.26M Buy
+52,352
New +$1.32M 0.13% 157
2022
Q1 		– Sell
-28,273
Closed -$768K – 568
2021
Q4 		$768K Buy
28,273
+1,456
+5% +$39.6K 0.07% 283
2021
Q3 		$735K Sell
26,817
-992
-4% -$27.2K 0.07% 282
2021
Q2 		$767K Buy
+27,809
New +$762K 0.08% 262
2021
Q1 		– Sell
-117,785
Closed -$3.17M – 354
2020
Q4 		$3.17M Buy
+117,785
New +$3.11M 0.36% 76
2020
Q3 		– Sell
-17,483
Closed -$441K – 234
2020
Q2 		$441K Buy
+17,483
New +$431K 0.08% 191
2020
Q1 		– Sell
-84,881
Closed -$2.29M – 260
2019
Q4 		$2.29M Sell
84,881
-5,752
-6% -$154K 0.41% 76
2019
Q3 		$2.45M Buy
90,633
+17,201
+23% +$465K 0.48% 58
2019
Q2 		$2M Buy
73,432
+26,942
+58% +$731K 0.39% 84
2019
Q1 		$1.27M Sell
46,490
-4,022
-8% -$108K 0.26% 115
2018
Q4 		$1.31M Sell
50,512
-966
-2% -$25.9K 0.29% 101
2018
Q3 		$1.42M Buy
51,478
+20,347
+65% +$558K 0.3% 107
2018
Q2 		$850K Sell
31,131
-16,228
-34% -$444K 0.26% 121
2018
Q1 		$1.3M Buy
47,359
+12,126
+34% +$334K 0.29% 108
2017
Q4 		$971K Buy
35,233
+447
+1% +$12.4K 0.22% 119
2017
Q3 		$973K Sell
34,786
-2,531
-7% -$70.6K 0.23% 121
2017
Q2 		$1.04M Buy
37,317
+1,396
+4% +$39K 0.26% 111
2017
Q1 		$1M Sell
35,921
-22,447
-38% -$626K 0.26% 112
2016
Q4 		$1.62M Sell
58,368
-3,383
-5% -$93.1K 0.45% 76
2016
Q3 		$1.71M Sell
61,751
-4,959
-7% -$136K 0.49% 72
2016
Q2 		$1.8M Sell
66,710
-3,909
-6% -$103K 0.5% 78
2016
Q1 		$1.82M Sell
70,619
-1,264
-2% -$31.9K 0.49% 74
2015
Q4 		$1.85M Sell
71,883
-10,116
-12% -$270K 0.48% 76
2015
Q3 		$2.21M Sell
81,999
-4,717
-5% -$132K 0.57% 70
2015
Q2 		$2.51M Sell
86,716
-6,661
-7% -$194K 0.68% 57
2015
Q1 		$2.73M Sell
93,377
-3,082
-3% -$89.8K 0.67% 52
2014
Q4 		$2.79M Buy
96,459
+1,908
+2% +$56.3K 0.75% 35
2014
Q3 		$2.83M Sell
94,551
-2,718
-3% -$82.7K 0.86% 29
2014
Q2 		$3.01M Buy
97,269
+4,560
+5% +$141K 1.07% 13
2014
Q1 		$2.87M Buy
92,709
+8,572
+10% +$265K 1.22% 8
2013
Q4 		$2.6M Buy
84,137
+21,180
+34% +$652K 1.49% 8
2013
Q3 		$1.92M Buy
+62,957
New +$1.92M 1.12% 12

Other funds holding SJNK

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
APC
Aristotle Pacific Capital Newport Beach, California $210M AUM 2.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Regal Investment Advisors's SJNK Position: Q3 2022 in Review

Regal Investment Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q3 2022, closing a stake of 52,352 shares — an estimated $1.26M sold.

Regal Investment Advisors first reported a position in SJNK in Q3 2013 and held it in 32 quarters. The position peaked at $3.17M in Q4 2020. 293 funds tracked by Wall St. Rank hold SJNK as of Q3 2022.

  • Regal Investment Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 52,352 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2022, an estimated $1.26M.
  • Regal Investment Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2013 and held it in 32 quarters.
  • Regal Investment Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $3.17M in Q4 2020.
  • 293 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2022.

Based on Regal Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.