Vertex Planning Partners’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Vertex Planning Partners’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 Q1	–	Sell	-21,583	Closed	-$523K	–	145
2022 Q4	$523K	Buy	+21,583	New	+$524K	0.2%	67

Other funds holding SJNK

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

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

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

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

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

EMPI

Elo Mutual Pension Insurance Espoo, Finland $7.77B AUM 35.27% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vertex Planning Partners's SJNK Position: Q1 2023 in Review

Vertex Planning Partners sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q1 2023, closing a stake of 21,583 shares — an estimated $523K sold.

Vertex Planning Partners first reported a position in SJNK in Q4 2022 and held it in 1 quarter. The position peaked at $523K in Q4 2022. 318 funds tracked by Wall St. Rank hold SJNK as of Q1 2023.

Vertex Planning Partners reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
Vertex Planning Partners sold 21,583 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2023, an estimated $523K.
Vertex Planning Partners first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2022 and held it in 1 quarter.
Vertex Planning Partners's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $523K in Q4 2022.
318 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2023.

Based on Vertex Planning Partners's 13F filing for Q1 2023, filed 16 May 2023.