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
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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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

IGAM

iA Global Asset Management Quebec, Quebec, Canada $7.06B AUM 28.93% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

EWM

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

CCMG

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

Surience Private Wealth's SJNK Position: Q3 2025 in Review

Surience Private Wealth sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q3 2025, closing a stake of 115,325 shares — an estimated $2.94M sold.

Surience Private Wealth first reported a position in SJNK in Q4 2021 and held it in 13 quarters. The position peaked at $7.86M in Q4 2021. 400 funds tracked by Wall St. Rank hold SJNK as of Q3 2025.

Surience Private Wealth reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
Surience Private Wealth sold 115,325 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2025, an estimated $2.94M.
Surience Private Wealth first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2021 and held it in 13 quarters.
Surience Private Wealth's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $7.86M in Q4 2021.
400 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2025.

Based on Surience Private Wealth's 13F filing for Q3 2025, filed 9 Oct 2025.