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

SJS Investment Consulting’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	-4,655	Closed	-$114K	–	1646
2023 Q3	$114K	Hold	4,655	–	–	0.03%	103
2023 Q2	$115K	Hold	4,655	–	–	0.03%	98
2023 Q1	$116K	Hold	4,655	–	–	0.03%	100
2022 Q4	$113K	Hold	4,655	–	–	0.03%	109
2022 Q3	$111K	Buy	+4,655	New	+$115K	0.04%	108
2022 Q1	$122K	Hold	4,655	–	–	0.04%	122
2021 Q4	$126K	Buy	+4,655	New	+$127K	0.04%	119

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

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SJS Investment Consulting's SJNK Position: Q4 2023 in Review

SJS Investment Consulting sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2023, closing a stake of 4,655 shares — an estimated $114K sold.

SJS Investment Consulting first reported a position in SJNK in Q4 2021 and held it in 7 quarters. The position peaked at $126K in Q4 2021. 359 funds tracked by Wall St. Rank hold SJNK as of Q4 2023.

SJS Investment Consulting reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
SJS Investment Consulting sold 4,655 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2023, an estimated $114K.
SJS Investment Consulting first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2021 and held it in 7 quarters.
SJS Investment Consulting's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $126K in Q4 2021.
359 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2023.

Based on SJS Investment Consulting's 13F filing for Q4 2023, filed 16 Jan 2024.