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

Summit Wealth & Retirement Planning’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 Q2	–	Sell	-36,046	Closed	-$895K	–	99
2023 Q1	$895K	Sell	36,046 -17,090	-32%	-$421K	0.33%	34
2022 Q4	$1.29M	Buy	+53,136	New	+$1.29M	0.52%	29
2020 Q1	–	Sell	-7,500	Closed	-$202K	–	128
2019 Q4	$202K	Hold	7,500	–	–	0.09%	121
2019 Q3	$203K	Hold	7,500	–	–	0.12%	114
2019 Q2	$204K	Sell	7,500 -3,000	-29%	-$81.4K	0.12%	127
2019 Q1	$286K	Hold	10,500	–	–	0.17%	113
2018 Q4	$273K	Buy	+10,500	New	+$282K	0.21%	96

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

EWM

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

Summit Wealth & Retirement Planning's SJNK Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2023, closing a stake of 36,046 shares — an estimated $895K sold.

Summit Wealth & Retirement Planning first reported a position in SJNK in Q4 2018 and held it in 7 quarters. The position peaked at $1.29M in Q4 2022. 344 funds tracked by Wall St. Rank hold SJNK as of Q2 2023.

Summit Wealth & Retirement Planning reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 36,046 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2023, an estimated $895K.
Summit Wealth & Retirement Planning first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2018 and held it in 7 quarters.
Summit Wealth & Retirement Planning's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.29M in Q4 2022.
344 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.