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

Sage Advisory 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
2024 Q4	–	Sell	-66,072	Closed	-$1.65M	–	50
2024 Q3	$1.65M	Hold	66,072	–	–	0.46%	25
2024 Q2	$1.65M	Sell	66,072 -47,786	-42%	-$1.19M	0.46%	25
2024 Q1	$2.87M	Hold	113,858	–	–	0.78%	23
2023 Q4	$2.86M	Hold	113,858	–	–	0.77%	28
2023 Q3	$2.79M	Buy	113,858 +47,786	+72%	+$1.18M	0.78%	28
2023 Q2	$1.63M	Sell	66,072 -73,176	-53%	-$1.8M	0.48%	30
2023 Q1	$3.46M	Hold	139,248	–	–	0.98%	23
2022 Q4	$3.38M	Sell	139,248 -7,780	-5%	-$189K	0.99%	23
2022 Q3	$3.5M	Sell	147,028 -1,945	-1%	-$47.9K	1.09%	22
2022 Q2	$3.59M	Sell	148,973 -6,725	-4%	-$170K	1.03%	28
2022 Q1	$4.09M	Buy	155,698 +80,655	+107%	+$2.14M	1.03%	25
2021 Q4	$2.04M	Buy	+75,043	New	+$2.04M	0.51%	34

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

AIA

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Sage Advisory Services's SJNK Position: Q4 2024 in Review

Sage Advisory Services sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2024, closing a stake of 66,072 shares — an estimated $1.65M sold.

Sage Advisory Services first reported a position in SJNK in Q4 2021 and held it in 12 quarters. The position peaked at $4.09M in Q1 2022. 382 funds tracked by Wall St. Rank hold SJNK as of Q4 2024.

Sage Advisory Services reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
Sage Advisory Services sold 66,072 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2024, an estimated $1.65M.
Sage Advisory Services first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2021 and held it in 12 quarters.
Sage Advisory Services's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $4.09M in Q1 2022.
382 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2024.

Based on Sage Advisory Services's 13F filing for Q4 2024, filed 5 Feb 2025.