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

Synergy Investment Management’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 Q2	–	Sell	-232	Closed	-$5.84K	–	483
2025 Q1	$5.84K	Hold	232	–	–	﹤0.01%	432
2024 Q4	$5.86K	Buy	+232	New	+$5.91K	﹤0.01%	437

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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

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

Synergy Investment Management's SJNK Position: Q2 2025 in Review

Synergy Investment Management sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2025, closing a stake of 232 shares — an estimated $5.84K sold.

Synergy Investment Management first reported a position in SJNK in Q4 2024 and held it in 2 quarters. The position peaked at $5.86K in Q4 2024. 392 funds tracked by Wall St. Rank hold SJNK as of Q2 2025.

Synergy Investment Management reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Synergy Investment Management sold 232 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2025, an estimated $5.84K.
Synergy Investment Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2024 and held it in 2 quarters.
Synergy Investment Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $5.86K in Q4 2024.
392 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.