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Shilanski & Associates’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Shilanski & 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
2023
Q4 		– Sell
-18,768
Closed -$459K – 106
2023
Q3 		$459K Sell
18,768
-11,640
-38% -$287K 0.19% 69
2023
Q2 		$751K Buy
+30,408
New +$746K 0.3% 65
2023
Q1 		– Sell
-31,867
Closed -$772K – 127
2022
Q4 		$772K Buy
+31,867
New +$774K 0.34% 64
2022
Q3 		– Sell
-224,171
Closed -$5.41M – 201
2022
Q2 		$5.41M Buy
224,171
+8,428
+4% +$213K 2.53% 9
2022
Q1 		$5.66M Buy
215,743
+13,532
+7% +$359K 2.37% 9
2021
Q4 		$5.49M Buy
202,211
+4,652
+2% +$126K 2.34% 9
2021
Q3 		$5.41M Buy
197,559
+13,700
+7% +$375K 2.51% 8
2021
Q2 		$5.07M Buy
183,859
+33,186
+22% +$909K 2.41% 8
2021
Q1 		$4.12M Buy
+150,673
New +$4.08M 2.2% 9
2020
Q2 		– Sell
-70,129
Closed -$1.65M – 98
2020
Q1 		$1.65M Buy
70,129
+4,400
+7% +$114K 1.66% 24
2019
Q4 		$1.77M Buy
65,729
+3,806
+6% +$102K 1.36% 29
2019
Q3 		$1.67M Buy
61,923
+2,581
+4% +$69.8K 1.35% 30
2019
Q2 		$1.62M Buy
+59,342
New +$1.61M 1.31% 31

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
GC
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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Shilanski & Associates's SJNK Position: Q4 2023 in Review

Shilanski & Associates sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2023, closing a stake of 18,768 shares — an estimated $459K sold.

Shilanski & Associates first reported a position in SJNK in Q2 2019 and held it in 13 quarters. The position peaked at $5.66M in Q1 2022. 359 funds tracked by Wall St. Rank hold SJNK as of Q4 2023.

  • Shilanski & Associates reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Shilanski & Associates sold 18,768 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2023, an estimated $459K.
  • Shilanski & Associates first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2019 and held it in 13 quarters.
  • Shilanski & Associates's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $5.66M in Q1 2022.
  • 359 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2023.

Based on Shilanski & Associates's 13F filing for Q4 2023, filed 10 Jan 2024.