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

Summit Financial 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
2024 Q1	$952K	Sell	37,758 -2	-0%	-$50	0.34%	86
2023 Q4	$949K	Sell	37,760 -1,255	-3%	-$30.8K	0.36%	81
2023 Q3	$954K	Sell	39,015 -502	-1%	-$12.4K	0.4%	72
2023 Q2	$976K	Sell	39,517 -8,750	-18%	-$215K	0.38%	79
2023 Q1	$1.2M	Buy	48,267 +5,655	+13%	+$139K	0.45%	64
2022 Q4	$1.03M	Hold	42,612	–	–	0.41%	72
2022 Q3	$1.01M	Sell	42,612 -300	-0.7%	-$7.39K	0.42%	70
2022 Q2	$1.03M	Hold	42,912	–	–	0.4%	72
2022 Q1	$1.13M	Sell	42,912 -1,510	-3%	-$40K	0.38%	74
2021 Q4	$1.21M	Buy	44,422 +365	+0.8%	+$9.92K	0.39%	71
2021 Q3	$1.21M	Buy	44,057 +4,895	+12%	+$134K	0.44%	64
2021 Q2	$1.08M	Buy	39,162 +14,610	+60%	+$400K	0.4%	71
2021 Q1	$671K	Buy	+24,552	New	+$665K	0.28%	88

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

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 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

CCMG

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

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

GAA

Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return

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

Summit Financial Group's SJNK Position: Q1 2024 in Review

Summit Financial Group reduced its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 0.01% in Q1 2024, selling an estimated $50 and leaving 37,758 shares worth $952K. The position accounts for 0.34% of the portfolio, ranked #86.

Summit Financial Group first reported a position in SJNK in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.21M in Q4 2021. 350 funds tracked by Wall St. Rank hold SJNK as of Q1 2024.

Summit Financial Group held 37,758 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $952K as of Q1 2024.
Summit Financial Group sold 2 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2024, an estimated $50.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.34% of Summit Financial Group's portfolio in Q1 2024, its #86 holding.
Summit Financial Group first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2021 and has held it in 13 quarters since.
Summit Financial Group's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.21M in Q4 2021.
350 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.