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Richardson Financial Services’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Richardson Financial Services’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 		$135K Buy
5,413
+235
+5% +$5.89K 0.08% 198
2026
Q1 		$129K Buy
5,178
+505
+11% +$12.7K 0.08% 193
2025
Q4 		$118K Buy
4,673
+33
+0.7% +$837 0.04% 211
2025
Q3 		$119K Buy
4,640
+2,216
+91% +$56.4K 0.07% 197
2025
Q2 		$61.4K Buy
2,424
+143
+6% +$3.58K 0.04% 238
2025
Q1 		$57.4K Sell
2,281
-30
-1% -$762 0.04% 234
2024
Q4 		$58.4K Buy
2,311
+206
+10% +$5.25K 0.04% 246
2024
Q3 		$52.6K Hold
2,105
– – 0.03% 256
2024
Q2 		$52.6K Sell
2,105
-47
-2% -$1.17K 0.04% 245
2024
Q1 		$54.3K Sell
2,152
-18
-0.8% -$453 0.04% 244
2023
Q4 		$54.6K Buy
+2,170
New +$53.2K 0.05% 205

Other funds holding SJNK

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
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Richardson Financial Services's SJNK Position: Q2 2026 in Review

Richardson Financial Services increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 4.5% in Q2 2026, buying an estimated $5.89K and bringing the position to 5,413 shares worth $135K. The position accounts for 0.08% of the portfolio, ranked #198.

Richardson Financial Services first reported a position in SJNK in Q4 2023 and has held it in 11 quarters since. 305 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

  • Richardson Financial Services held 5,413 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $135K as of Q2 2026.
  • Richardson Financial Services bought 235 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $5.89K.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.08% of Richardson Financial Services's portfolio in Q2 2026, its #198 holding.
  • Richardson Financial Services first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 305 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.