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

Surience Private Wealth’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 Q3	$453K	Buy	+18,690	New	+$463K	0.44%	35
2025 Q3	–	Sell	-115,325	Closed	-$2.94M	–	37
2025 Q2	$2.94M	Sell	115,325 -18,354	-14%	-$459K	2.76%	15
2025 Q1	$3.36M	Buy	133,679 +25,177	+23%	+$640K	5.84%	6
2024 Q4	$2.74M	Buy	+108,502	New	+$2.76M	3.54%	16
2024 Q3	–	Sell	-168,818	Closed	-$4.22M	–	36
2024 Q2	$4.22M	Buy	168,818 +50,506	+43%	+$1.26M	5.42%	7
2024 Q1	$2.98M	Buy	118,312 +4,994	+4%	+$126K	2.83%	17
2023 Q4	$2.85M	Sell	113,318 -78,464	-41%	-$1.92M	2.89%	16
2023 Q3	$4.69M	Sell	191,782 -17,264	-8%	-$425K	9.09%	2
2023 Q2	$5.16M	Buy	209,046 +81,556	+64%	+$2M	7.39%	3
2023 Q1	$3.17M	Sell	127,490 -321	-0.3%	-$7.91K	4.67%	8
2022 Q4	$3.1M	Buy	+127,811	New	+$3.1M	4.11%	11
2022 Q3	–	Sell	-162,522	Closed	-$3.92M	–	19
2022 Q2	$3.92M	Sell	162,522 -57,919	-26%	-$1.46M	5.91%	6
2022 Q1	$5.78M	Sell	220,441 -68,961	-24%	-$1.83M	5.06%	7
2021 Q4	$7.86M	Buy	+289,402	New	+$7.87M	6.4%	3

Other funds holding SJNK

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $309M AUM 7.69% 1-Year Est. Return

Sterling Manor Financial Saratoga Springs, New York $173M AUM

Surience Private Wealth's SJNK Position: Q3 2026 in Review

Surience Private Wealth opened a new position in State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q3 2026: 18,690 shares worth $453K. The stake represents 0.44% of the portfolio and ranks #35 among its holdings. This is a return to the name: Surience Private Wealth previously reported a position in SJNK as recently as Q2 2025.

Surience Private Wealth first reported a position in SJNK in Q4 2021 and has held it in 14 quarters since. The position peaked at $7.86M in Q4 2021. 101 funds tracked by Wall St. Rank hold SJNK as of Q3 2026.

Surience Private Wealth held 18,690 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $453K as of Q3 2026.
State Street SPDR Bloomberg Short Term High Yield Bond ETF was a new Surience Private Wealth position in Q3 2026.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.44% of Surience Private Wealth's portfolio in Q3 2026, its #35 holding.
Surience Private Wealth first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2021 and has held it in 14 quarters since.
Surience Private Wealth's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $7.86M in Q4 2021.
101 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.