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

Transform 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 Q1	$1.46M	Sell	58,169 -80,151	-58%	-$2.04M	0.09%	127
2024 Q4	$3.49M	Buy	+138,320	New	+$3.52M	0.19%	93
2023 Q3	–	Sell	-230,172	Closed	-$5.69M	–	272
2023 Q2	$5.69M	Buy	+230,172	New	+$5.65M	0.51%	67
2022 Q1	–	Sell	-9,594	Closed	-$260K	–	230
2021 Q4	$260K	Buy	+9,594	New	+$261K	0.03%	199
2019 Q3	–	Sell	-545,758	Closed	-$14.9M	–	233
2019 Q2	$14.9M	Buy	+545,758	New	+$14.8M	2.18%	6

Other funds holding SJNK

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

EWM

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

Transform Wealth's SJNK Position: Q1 2025 in Review

Transform Wealth reduced its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 58% in Q1 2025, selling an estimated $2.04M and leaving 58,169 shares worth $1.46M. The position accounts for 0.09% of the portfolio, ranked #127.

Transform Wealth first reported a position in SJNK in Q2 2019 and has held it in 5 quarters since. The position peaked at $14.9M in Q2 2019. 377 funds tracked by Wall St. Rank hold SJNK as of Q1 2025.

Transform Wealth held 58,169 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $1.46M as of Q1 2025.
Transform Wealth sold 80,151 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2025, an estimated $2.04M.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.09% of Transform Wealth's portfolio in Q1 2025, its #127 holding.
Transform Wealth first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2019 and has held it in 5 quarters since.
Transform Wealth's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $14.9M in Q2 2019.
377 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.