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Richard W. Paul & Associates’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Richard W. Paul & Associates’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
Q2 		$121K Sell
4,854
-632
-12% -$15.8K 0.04% 158
2026
Q1 		$137K Sell
5,486
-891
-14% -$22.5K 0.05% 161
2025
Q4 		$161K Sell
6,377
-1,035
-14% -$26.2K 0.05% 160
2025
Q3 		$190K Sell
7,412
-355
-5% -$9.03K 0.06% 163
2025
Q2 		$198K Buy
7,767
+3,812
+96% +$95.3K 0.07% 166
2025
Q1 		$99.5K Buy
3,955
+632
+19% +$16.1K 0.04% 184
2024
Q4 		$83.9K Buy
3,323
+401
+14% +$10.2K 0.03% 196
2024
Q3 		$75.2K Buy
2,922
+354
+14% +$8.96K 0.03% 197
2024
Q2 		$64.1K Buy
2,568
+451
+21% +$11.2K 0.02% 202
2024
Q1 		$53.4K Buy
2,117
+1,034
+95% +$26K 0.02% 214
2023
Q4 		$27.2K Sell
1,083
-7,281
-87% -$179K 0.01% 237
2023
Q3 		$205K Sell
8,364
-393
-4% -$9.68K 0.09% 157
2023
Q2 		$216K Buy
8,757
+8,672
+10,202% +$213K 0.09% 167
2023
Q1 		$2.11K Sell
85
-9,114
-99% -$225K ﹤0.01% 432
2022
Q4 		$223K Buy
+9,199
New +$223K 0.11% 160

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Richard W. Paul & Associates's SJNK Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 12% in Q2 2026, selling an estimated $15.8K and leaving 4,854 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #158.

Richard W. Paul & Associates first reported a position in SJNK in Q4 2022 and has held it in 15 quarters since. The position peaked at $223K in Q4 2022. 398 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

  • Richard W. Paul & Associates held 4,854 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $121K as of Q2 2026.
  • Richard W. Paul & Associates sold 632 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $15.8K.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.04% of Richard W. Paul & Associates's portfolio in Q2 2026, its #158 holding.
  • Richard W. Paul & Associates first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $223K in Q4 2022.
  • 398 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.