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

Samalin Investment Counsel’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 Q2	–	Sell	-10,190	Closed	-$253K	–	289
2023 Q1	$253K	Sell	10,190 -1,676	-14%	-$41.3K	0.15%	189
2022 Q4	$288K	Sell	11,866 -106	-0.9%	-$2.58K	0.18%	162
2022 Q3	$285K	Sell	11,972 -192	-2%	-$4.73K	0.21%	139
2022 Q2	$293K	Buy	12,164 +1,549	+15%	+$39.1K	0.21%	146
2022 Q1	$279K	Buy	10,615 +1,052	+11%	+$27.9K	0.17%	181
2021 Q4	$260K	Buy	9,563 +328	+4%	+$8.92K	0.16%	190
2021 Q3	$253K	Buy	9,235 +501	+6%	+$13.7K	0.16%	192
2021 Q2	$241K	Sell	8,734 -807	-8%	-$22.1K	0.16%	201
2021 Q1	$260K	Buy	9,541 +981	+11%	+$26.6K	0.17%	185
2020 Q4	$231K	Buy	+8,560	New	+$226K	0.17%	192
2020 Q1	–	Sell	-8,787	Closed	-$236K	–	457
2019 Q4	$236K	Buy	+8,787	New	+$235K	0.2%	131

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Samalin Investment Counsel's SJNK Position: Q2 2023 in Review

Samalin Investment Counsel sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2023, closing a stake of 10,190 shares — an estimated $253K sold.

Samalin Investment Counsel first reported a position in SJNK in Q4 2019 and held it in 11 quarters. The position peaked at $293K in Q2 2022. 343 funds tracked by Wall St. Rank hold SJNK as of Q2 2023.

Samalin Investment Counsel reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
Samalin Investment Counsel sold 10,190 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2023, an estimated $253K.
Samalin Investment Counsel first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2019 and held it in 11 quarters.
Samalin Investment Counsel's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $293K in Q2 2022.
343 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2023.

Based on Samalin Investment Counsel's 13F filing for Q2 2023, filed 3 Aug 2023.