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

Sutton Wealth Advisors’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 Q3	$1.74K	Sell	71 -11	-13%	-$271	﹤0.01%	741
2023 Q2	$2.02K	Hold	82	–	–	﹤0.01%	695
2023 Q1	$2.04K	Sell	82 -20	-20%	-$493	﹤0.01%	641
2022 Q4	$2.47K	Hold	102	–	–	﹤0.01%	1187
2022 Q3	$2.43K	Hold	102	–	–	﹤0.01%	1170
2022 Q2	$2.46K	Hold	102	–	–	﹤0.01%	1152
2022 Q1	$2.68K	Hold	102	–	–	﹤0.01%	1165
2021 Q4	$2.77K	Hold	102	–	–	﹤0.01%	1156
2021 Q3	$2.79K	Hold	102	–	–	﹤0.01%	1130
2021 Q2	$2.81K	Hold	102	–	–	﹤0.01%	1126
2021 Q1	$2.79K	Hold	102	–	–	﹤0.01%	1101
2020 Q4	$2.75K	Hold	102	–	–	﹤0.01%	1067
2020 Q3	$2.64K	Hold	102	–	–	﹤0.01%	1038
2020 Q2	$2.57K	Hold	102	–	–	﹤0.01%	1029
2020 Q1	$2.4K	Hold	102	–	–	﹤0.01%	1014
2019 Q4	$2.75K	Hold	102	–	–	﹤0.01%	1025
2019 Q3	$2.75K	Hold	102	–	–	﹤0.01%	1024
2019 Q2	$2.78K	Hold	102	–	–	﹤0.01%	1016
2019 Q1	$2.78K	Hold	102	–	–	﹤0.01%	1011
2018 Q4	$2.65K	Sell	102 -85	-45%	-$2.28K	﹤0.01%	963
2018 Q3	$5.16K	Buy	187 +85	+83%	+$2.33K	﹤0.01%	894
2018 Q2	$2.78K	Hold	102	–	–	﹤0.01%	983
2018 Q1	$2.79K	Sell	102 -506	-83%	-$13.9K	﹤0.01%	978
2017 Q4	$16.8K	Sell	608 -347	-36%	-$9.62K	0.01%	615
2017 Q3	$26.7K	Sell	955 -265	-22%	-$7.39K	0.02%	448
2017 Q2	$34.1K	Hold	1,220	–	–	0.03%	349
2017 Q1	$34.1K	Sell	1,220 -634	-34%	-$17.7K	0.03%	341
2016 Q4	$51.3K	Hold	1,854	–	–	0.05%	262
2016 Q3	$51.3K	Sell	1,854 -8,208	-82%	-$224K	0.05%	252
2016 Q2	$272K	Sell	10,062 -32,193	-76%	-$852K	0.26%	72
2016 Q1	$1.09M	Buy	+42,255	New	+$1.07M	1.03%	16

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

OPAM

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

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

Sutton Wealth Advisors's SJNK Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 13% in Q3 2023, selling an estimated $271 and leaving 71 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Sutton Wealth Advisors first reported a position in SJNK in Q1 2016 and has held it in 31 quarters since. The position peaked at $1.09M in Q1 2016. 338 funds tracked by Wall St. Rank hold SJNK as of Q3 2023.

Sutton Wealth Advisors held 71 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $1.74K as of Q3 2023.
Sutton Wealth Advisors sold 11 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2023, an estimated $271.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #741 holding.
Sutton Wealth Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.09M in Q1 2016.
338 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.