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

VitalStone Financial’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
2024 Q3	$12.8K	Hold	498	–	–	0.01%	249
2024 Q2	$12.4K	Sell	498 -333	-40%	-$8.3K	0.01%	256
2024 Q1	$21K	Sell	831 -1,222	-60%	-$30.7K	0.02%	227
2023 Q4	$52K	Hold	2,053	–	–	0.04%	152
2023 Q3	$50K	Sell	2,053 -4,879	-70%	-$120K	0.04%	132
2023 Q2	$173K	Buy	+6,932	New	+$170K	0.1%	131
2023 Q1	–	Sell	-378	Closed	-$9K	–	492
2022 Q4	$9K	Buy	+378	New	+$9.18K	0.01%	364

Other funds holding SJNK

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIA

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

EWM

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

VitalStone Financial's SJNK Position: Q3 2024 in Review

VitalStone Financial held its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) position steady in Q3 2024 at 498 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #249.

VitalStone Financial first reported a position in SJNK in Q4 2022 and has held it in 7 quarters since. The position peaked at $173K in Q2 2023. 356 funds tracked by Wall St. Rank hold SJNK as of Q3 2024.

VitalStone Financial held 498 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $12.8K as of Q3 2024.
VitalStone Financial left its State Street SPDR Bloomberg Short Term High Yield Bond ETF share count unchanged in Q3 2024.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #249 holding.
VitalStone Financial first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2022 and has held it in 7 quarters since.
VitalStone Financial's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $173K in Q2 2023.
356 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.