Steward Partners Investment Advisory’s SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Sell |
208,733
-22,443
| -10% | -$572K | 0.04% | 414 |
|
|
2025
Q1 | $5.82M | Sell |
231,176
-4,829
| -2% | -$121K | 0.05% | 352 |
|
|
2024
Q4 | $5.96M | Buy |
236,005
+94,370
| +67% | +$2.38M | 0.05% | 334 |
|
|
2024
Q3 | $3.65M | Buy |
141,635
+3,375
| +2% | +$86.9K | 0.03% | 455 |
|
|
2024
Q2 | $3.45M | Sell |
138,260
-910
| -0.7% | -$22.7K | 0.04% | 433 |
|
|
2024
Q1 | $3.51M | Sell |
139,170
-1,474
| -1% | -$37.2K | 0.04% | 416 |
|
|
2023
Q4 | $3.54M | Sell |
140,644
-4,877
| -3% | -$123K | 0.05% | 357 |
|
|
2023
Q3 | $3.56M | Sell |
145,521
-5,178
| -3% | -$127K | 0.05% | 326 |
|
|
2023
Q2 | $3.72M | Sell |
150,699
-25,880
| -15% | -$639K | 0.06% | 323 |
|
|
2023
Q1 | $4.39M | Sell |
176,579
-20,355
| -10% | -$506K | 0.07% | 276 |
|
|
2022
Q4 | $4.77M | Buy |
196,934
+1,914
| +1% | +$46.4K | 0.08% | 257 |
|
|
2022
Q3 | $4.64M | Buy |
195,020
+6,063
| +3% | +$144K | 0.09% | 250 |
|
|
2022
Q2 | $4.56M | Buy |
188,957
+5,135
| +3% | +$124K | 0.08% | 255 |
|
|
2022
Q1 | $4.82M | Sell |
183,822
-10,837
| -6% | -$284K | 0.07% | 269 |
|
|
2021
Q4 | $5.29M | Buy |
194,659
+1,433
| +0.7% | +$38.9K | 0.08% | 254 |
|
|
2021
Q3 | $5.29M | Sell |
193,226
-4,773
| -2% | -$131K | 0.09% | 245 |
|
|
2021
Q2 | $5.46M | Buy |
197,999
+12,929
| +7% | +$357K | 0.09% | 228 |
|
|
2021
Q1 | $5.06M | Buy |
185,070
+6,366
| +4% | +$174K | 0.09% | 239 |
|
|
2020
Q4 | $4.82M | Sell |
178,704
-681
| -0.4% | -$18.4K | 0.1% | 199 |
|
|
2020
Q3 | $4.64M | Buy |
179,385
+7,322
| +4% | +$189K | 0.12% | 189 |
|
|
2020
Q2 | $4.34M | Sell |
172,063
-4,058
| -2% | -$102K | 0.12% | 181 |
|
|
2020
Q1 | $4.15M | Sell |
176,121
-6,176
| -3% | -$145K | 0.15% | 159 |
|
|
2019
Q4 | $4.91M | Sell |
182,297
-7,553
| -4% | -$203K | 0.15% | 157 |
|
|
2019
Q3 | $5.13M | Sell |
189,850
-1,374
| -0.7% | -$37.1K | 0.17% | 134 |
|
|
2019
Q2 | $5.21M | Sell |
191,224
-3,852
| -2% | -$105K | 0.19% | 127 |
|
|
2019
Q1 | $5.32M | Buy |
195,076
+26,767
| +16% | +$729K | 0.23% | 110 |
|
|
2018
Q4 | $4.38M | Buy |
168,309
+145,936
| +652% | +$3.8M | 0.21% | 115 |
|
|
2018
Q3 | $617K | Sell |
22,373
-3,545
| -14% | -$97.8K | 0.03% | 457 |
|
|
2018
Q2 | $707K | Buy |
25,918
+88
| +0.3% | +$2.4K | 0.04% | 381 |
|
|
2018
Q1 | $706K | Sell |
25,830
-349
| -1% | -$9.54K | 0.05% | 340 |
|
|
2017
Q4 | $721K | Sell |
26,179
-697
| -3% | -$19.2K | 0.06% | 295 |
|
|
2017
Q3 | $751K | Buy |
26,876
+672
| +3% | +$18.8K | 0.08% | 228 |
|
|
2017
Q2 | $732K | Buy |
26,204
+23,421
| +842% | +$654K | 0.08% | 217 |
|
|
2017
Q1 | $77K | Sell |
2,783
-29
| -1% | -$802 | 0.01% | 471 |
|
|
2016
Q4 | $77K | Buy |
+2,812
| New | +$77K | 0.04% | 269 |
|