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

Virtus Investment Advisers’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	-45,955	Closed	-$1.16M	–	489
2025 Q1	$1.16M	Buy	+45,955	New	+$1.17M	0.31%	125
2020 Q1	–	Sell	-42,175	Closed	-$1.14M	–	6
2019 Q4	$1.14M	Buy	42,175 +18,126	+75%	+$486K	1.53%	4
2019 Q3	$2.1M	Buy	+24,049	New	+$650K	2.99%	3
2018 Q4	–	Sell	-115,469	Closed	-$3K	–	6
2018 Q3	$3K	Buy	+115,469	New	+$3.17M	0.18%	3
2018 Q2	–	Sell	-40,800	Closed	-$1.12M	–	5
2018 Q1	$1.12M	Hold	40,800	–	–	30.75%	2
2017 Q4	$1.12M	Hold	40,800	–	–	0.12%	199
2017 Q3	$1.14M	Hold	40,800	–	–	0.12%	206
2017 Q2	$1.14M	Sell	40,800 -72,200	-64%	-$2.02M	0.11%	209
2017 Q1	$3.16M	Buy	113,000 +18,300	+19%	+$511K	0.28%	125
2016 Q4	$2.62M	Buy	94,700 +72,200	+321%	+$1.99M	0.2%	157
2016 Q3	$623K	Buy	+22,500	New	+$615K	0.04%	326

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 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

CCMG

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

Virtus Investment Advisers's SJNK Position: Q2 2025 in Review

Virtus Investment Advisers sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2025, closing a stake of 45,955 shares — an estimated $1.16M sold.

Virtus Investment Advisers first reported a position in SJNK in Q3 2016 and held it in 11 quarters. The position peaked at $3.16M in Q1 2017. 392 funds tracked by Wall St. Rank hold SJNK as of Q2 2025.

Virtus Investment Advisers reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Virtus Investment Advisers sold 45,955 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2025, an estimated $1.16M.
Virtus Investment Advisers first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2016 and held it in 11 quarters.
Virtus Investment Advisers's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $3.16M in Q1 2017.
392 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2025.

Based on Virtus Investment Advisers's 13F filing for Q2 2025, filed 13 Aug 2025.