Stokes Family Office’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Stokes Family Office’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 Q1	–	Sell	-262,487	Closed	-$6.36M	–	317
2022 Q4	$6.36M	Buy	+262,487	New	+$6.38M	0.82%	28
2022 Q3	–	Sell	-10,171	Closed	-$245K	–	290
2022 Q2	$245K	Buy	+10,171	New	+$257K	0.03%	232

Other funds holding SJNK

IMPI

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

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

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stokes Family Office's SJNK Position: Q1 2023 in Review

Stokes Family Office sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2023, closing a stake of 262,487 shares — an estimated $6.36M sold.

Stokes Family Office first reported a position in SJNK in Q2 2022 and held it in 2 quarters. The position peaked at $6.36M in Q4 2022. 318 funds tracked by Wall St. Rank hold SJNK as of Q1 2023.

Stokes Family Office reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
Stokes Family Office sold 262,487 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2023, an estimated $6.36M.
Stokes Family Office first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2022 and held it in 2 quarters.
Stokes Family Office's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $6.36M in Q4 2022.
318 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2023.

Based on Stokes Family Office's 13F filing for Q1 2023, filed 8 May 2023.