Signify Wealth’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Signify Wealth’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	-7,896	Closed	-$203K	–	30
2024 Q3	$203K	Sell	7,896 -10,581	-57%	-$268K	0.25%	29
2024 Q2	$461K	Sell	18,477 -1,270	-6%	-$31.7K	0.66%	18
2024 Q1	$498K	Sell	19,747 -24,591	-55%	-$618K	0.83%	18
2023 Q4	$1.11M	Sell	44,338 -135,379	-75%	-$3.32M	1.68%	17
2023 Q3	$4.4M	Sell	179,717 -398,978	-69%	-$9.82M	5.91%	6
2023 Q2	$14.3M	Buy	+578,695	New	+$14.2M	12.32%	2

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 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 $25.9B AUM 26.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Signify Wealth's SJNK Position: Q4 2024 in Review

Signify Wealth sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2024, closing a stake of 7,896 shares — an estimated $203K sold.

Signify Wealth first reported a position in SJNK in Q2 2023 and held it in 6 quarters. The position peaked at $14.3M in Q2 2023. 381 funds tracked by Wall St. Rank hold SJNK as of Q4 2024.

Signify Wealth reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
Signify Wealth sold 7,896 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2024, an estimated $203K.
Signify Wealth first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2023 and held it in 6 quarters.
Signify Wealth's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $14.3M in Q2 2023.
381 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2024.

Based on Signify Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.