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United Capital Financial Advisors’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

United Capital Financial 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
2022
Q1 		– Sell
-9,114
Closed -$247K – 1220
2021
Q4 		$247K Buy
9,114
+389
+4% +$10.6K ﹤0.01% 1092
2021
Q3 		$239K Buy
8,725
+18
+0.2% +$493 ﹤0.01% 1087
2021
Q2 		$240K Buy
8,707
+78
+0.9% +$2.14K ﹤0.01% 1091
2021
Q1 		$236K Hold
8,629
– – ﹤0.01% 1061
2020
Q4 		$233K Hold
8,629
– – ﹤0.01% 1080
2020
Q3 		$223K Hold
8,629
– – ﹤0.01% 1043
2020
Q2 		$217K Buy
+8,629
New +$212K ﹤0.01% 1082
2019
Q3 		– Sell
-25,215
Closed -$687K – 1458
2019
Q2 		$687K Sell
25,215
-111
-0.4% -$3.01K ﹤0.01% 932
2019
Q1 		$690K Sell
25,326
-1,047
-4% -$28.2K ﹤0.01% 888
2018
Q4 		$686K Sell
26,373
-1,642
-6% -$44.1K 0.01% 816
2018
Q3 		$773K Sell
28,015
-470
-2% -$12.9K 0.01% 850
2018
Q2 		$777K Buy
28,485
+826
+3% +$22.6K 0.01% 829
2018
Q1 		$757K Buy
27,659
+6,025
+28% +$166K 0.01% 841
2017
Q4 		$596K Buy
21,634
+8,286
+62% +$230K ﹤0.01% 913
2017
Q3 		$373K Buy
+13,348
New +$372K ﹤0.01% 1043
2016
Q4 		– Sell
-943,700
Closed -$26.1M – 1315
2016
Q3 		$26.1M Buy
943,700
+346,250
+58% +$9.46M 0.25% 86
2016
Q2 		$16.1M Buy
+597,450
New +$15.8M 0.16% 140
2015
Q2 		– Sell
-10,347
Closed -$304K – 1305
2015
Q1 		$304K Sell
10,347
-23
-0.2% -$670 ﹤0.01% 1066
2014
Q4 		$300K Buy
+10,370
New +$306K ﹤0.01% 965

Other funds holding SJNK

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
IAIM
Industrial Alliance Investment Management Quebec, Quebec, Canada $212M AUM 29.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

United Capital Financial Advisors's SJNK Position: Q1 2022 in Review

United Capital Financial Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2022, closing a stake of 9,114 shares — an estimated $247K sold.

United Capital Financial Advisors first reported a position in SJNK in Q4 2014 and held it in 19 quarters. The position peaked at $26.1M in Q3 2016. 326 funds tracked by Wall St. Rank hold SJNK as of Q1 2022.

  • United Capital Financial Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 9,114 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2022, an estimated $247K.
  • United Capital Financial Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2014 and held it in 19 quarters.
  • United Capital Financial Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $26.1M in Q3 2016.
  • 326 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2022.

Based on United Capital Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.