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

Surevest’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
2022 Q3	$19K	Hold	787	–	–	0.01%	246
2022 Q2	$19K	Hold	787	–	–	0.01%	271
2022 Q1	$21K	Hold	787	–	–	0.01%	241
2021 Q4	$21K	Buy	+787	New	+$21.4K	0.01%	244
2020 Q2	–	Sell	-18,569	Closed	-$437K	–	96
2020 Q1	$437K	Sell	18,569 -81,328	-81%	-$2.11M	0.24%	73
2019 Q4	$2.69M	Sell	99,897 -8,242	-8%	-$221K	1.15%	17
2019 Q3	$2.92M	Sell	108,139 -915	-0.8%	-$24.7K	1.44%	13
2019 Q2	$2.97M	Sell	109,054 -10,024	-8%	-$272K	1.54%	14
2019 Q1	$3.25M	Buy	119,078 +4,894	+4%	+$132K	2%	11
2018 Q4	$2.97M	Buy	+114,184	New	+$3.07M	2.35%	7

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Surevest's SJNK Position: Q3 2022 in Review

Surevest held its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) position steady in Q3 2022 at 787 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #246.

Surevest first reported a position in SJNK in Q4 2018 and has held it in 10 quarters since. The position peaked at $3.25M in Q1 2019. 294 funds tracked by Wall St. Rank hold SJNK as of Q3 2022.

Surevest held 787 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $19K as of Q3 2022.
Surevest left its State Street SPDR Bloomberg Short Term High Yield Bond ETF share count unchanged in Q3 2022.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.01% of Surevest's portfolio in Q3 2022, its #246 holding.
Surevest first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2018 and has held it in 10 quarters since.
Surevest's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $3.25M in Q1 2019.
294 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.