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

Summit Wealth Partners’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
2026
Q2 		$333K Buy
13,290
+164
+1% +$4.11K 0.05% 217
2026
Q1 		$328K Sell
13,126
-1,083
-8% -$27.3K 0.05% 208
2025
Q4 		$360K Buy
14,209
+234
+2% +$5.93K 0.07% 149
2025
Q3 		$358K Sell
13,975
-24
-0.2% -$611 0.06% 162
2025
Q2 		$357K Sell
13,999
-15,653
-53% -$391K 0.07% 162
2025
Q1 		$746K Sell
29,652
-8,633
-23% -$219K 0.15% 100
2024
Q4 		$967K Buy
38,285
+942
+3% +$24K 0.2% 82
2024
Q3 		$962K Sell
37,343
-490
-1% -$12.4K 0.19% 90
2024
Q2 		$945K Buy
37,833
+192
+0.5% +$4.79K 0.2% 86
2024
Q1 		$949K Buy
37,641
+83
+0.2% +$2.09K 0.2% 83
2023
Q4 		$944K Sell
37,558
-3,394
-8% -$83.3K 0.22% 72
2023
Q3 		$1M Buy
40,952
+1,270
+3% +$31.3K 0.26% 61
2023
Q2 		$980K Sell
39,682
-1,926
-5% -$47.3K 0.25% 63
2023
Q1 		$1.03M Sell
41,608
-888
-2% -$21.9K 0.27% 60
2022
Q4 		$1.03M Buy
+42,496
New +$1.03M 0.27% 60

Other funds holding SJNK

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

Summit Wealth Partners's SJNK Position: Q2 2026 in Review

Summit Wealth Partners increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 1.2% in Q2 2026, buying an estimated $4.11K and bringing the position to 13,290 shares worth $333K. The position accounts for 0.05% of the portfolio, ranked #217.

Summit Wealth Partners first reported a position in SJNK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.03M in Q1 2023. 187 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

  • Summit Wealth Partners held 13,290 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $333K as of Q2 2026.
  • Summit Wealth Partners bought 164 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $4.11K.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.05% of Summit Wealth Partners's portfolio in Q2 2026, its #217 holding.
  • Summit Wealth Partners first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Summit Wealth Partners's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.03M in Q1 2023.
  • 187 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.