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

Stonegate Investment Group’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
2025 Q3	$246K	Hold	9,590	–	–	0.01%	353
2025 Q2	$244K	Buy	9,590 +1,590	+20%	+$39.8K	0.01%	343
2025 Q1	$201K	Hold	8,000	–	–	0.01%	345
2024 Q4	$202K	Hold	8,000	–	–	0.01%	336
2024 Q3	$206K	Buy	+8,000	New	+$202K	0.01%	342

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

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

IGAM

iA Global Asset Management Quebec, Quebec, Canada $7.06B AUM 28.93% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

EWM

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

CCMG

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

Stonegate Investment Group's SJNK Position: Q3 2025 in Review

Stonegate Investment Group held its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) position steady in Q3 2025 at 9,590 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #353.

Stonegate Investment Group first reported a position in SJNK in Q3 2024 and has held it in 5 quarters since. 400 funds tracked by Wall St. Rank hold SJNK as of Q3 2025.

Stonegate Investment Group held 9,590 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $246K as of Q3 2025.
Stonegate Investment Group left its State Street SPDR Bloomberg Short Term High Yield Bond ETF share count unchanged in Q3 2025.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #353 holding.
Stonegate Investment Group first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2024 and has held it in 5 quarters since.
400 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.