Source Financial Advisors’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Source Financial Advisors’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	-13,094	Closed	-$325K	–	133
2023 Q1	$325K	Sell	13,094 -19,844	-60%	-$489K	0.11%	94
2022 Q4	$798K	Sell	32,938 -772	-2%	-$18.8K	0.3%	59
2022 Q3	$802K	Sell	33,710 -140	-0.4%	-$3.45K	0.32%	57
2022 Q2	$816K	Sell	33,850 -842	-2%	-$21.3K	0.32%	59
2022 Q1	$910K	Buy	34,692 +15,427	+80%	+$409K	0.27%	58
2021 Q4	$523K	Buy	+19,265	New	+$524K	0.14%	72

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

Source Financial Advisors's SJNK Position: Q2 2023 in Review

Source Financial Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2023, closing a stake of 13,094 shares — an estimated $325K sold.

Source Financial Advisors first reported a position in SJNK in Q4 2021 and held it in 6 quarters. The position peaked at $910K in Q1 2022. 343 funds tracked by Wall St. Rank hold SJNK as of Q2 2023.

Source Financial Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
Source Financial Advisors sold 13,094 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2023, an estimated $325K.
Source Financial Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2021 and held it in 6 quarters.
Source Financial Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $910K in Q1 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 Source Financial Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.