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

Valeo 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
2026 Q2	$575K	Hold	22,975	–	–	0.01%	413
2026 Q1	$574K	Sell	22,975 -170	-0.7%	-$4.29K	0.01%	382
2025 Q4	$586K	Buy	23,145 +170	+0.7%	+$4.31K	0.01%	420
2025 Q3	$588K	Hold	22,975	–	–	0.01%	428
2025 Q2	$585K	Sell	22,975 -127	-0.5%	-$3.17K	0.01%	416
2025 Q1	$581K	Buy	23,102 +127	+0.6%	+$3.23K	0.02%	377
2024 Q4	$580K	Hold	22,975	–	–	0.02%	379
2024 Q3	$592K	Hold	22,975	–	–	0.02%	373
2024 Q2	$574K	Hold	22,975	–	–	0.02%	354
2024 Q1	$572K	Hold	22,975	–	–	0.02%	336
2023 Q4	$578K	Hold	22,975	–	–	0.02%	322
2023 Q3	$562K	Hold	22,975	–	–	0.03%	305
2023 Q2	$567K	Hold	22,975	–	–	0.03%	296
2023 Q1	$571K	Hold	22,975	–	–	0.03%	307
2022 Q4	$557K	Hold	22,975	–	–	0.03%	262
2022 Q3	$546K	Hold	22,975	–	–	0.03%	251
2022 Q2	$554K	Sell	22,975 -40	-0.2%	-$1.01K	0.03%	239
2022 Q1	$604K	Buy	23,015 +40	+0.2%	+$1.06K	0.03%	289
2021 Q4	$624K	Hold	22,975	–	–	0.03%	261
2021 Q3	$629K	Hold	22,975	–	–	0.04%	252
2021 Q2	$634K	Hold	22,975	–	–	0.04%	226
2021 Q1	$628K	Hold	22,975	–	–	0.03%	238
2020 Q4	$619K	Hold	22,975	–	–	0.03%	220
2020 Q3	$594K	Buy	+22,975	New	+$593K	0.05%	166
2019 Q1	–	Sell	-68	Closed	-$2K	–	1626
2018 Q4	$2K	Hold	68	–	–	﹤0.01%	1317
2018 Q3	$2K	Hold	68	–	–	﹤0.01%	1510
2018 Q2	$2K	Buy	+68	New	+$1.86K	﹤0.01%	1376

Other funds holding SJNK

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

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

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

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

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Valeo Financial Advisors's SJNK Position: Q2 2026 in Review

Valeo Financial Advisors held its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) position steady in Q2 2026 at 22,975 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #413.

Valeo Financial Advisors first reported a position in SJNK in Q2 2018 and has held it in 27 quarters since. The position peaked at $634K in Q2 2021. 396 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

Valeo Financial Advisors held 22,975 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $575K as of Q2 2026.
Valeo Financial Advisors left its State Street SPDR Bloomberg Short Term High Yield Bond ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #413 holding.
Valeo Financial Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2018 and has held it in 27 quarters since.
Valeo Financial Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $634K in Q2 2021.
396 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.