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

Waterloo Capital’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	$8.88M	Buy	354,627 +14,209	+4%	+$356K	0.5%	46
2026 Q1	$8.5M	Sell	340,418 -39,375	-10%	-$993K	0.6%	42
2025 Q4	$9.62M	Buy	379,793 +66,324	+21%	+$1.68M	0.69%	35
2025 Q3	$8.02M	Sell	313,469 -14,139	-4%	-$360K	0.6%	37
2025 Q2	$8.35M	Buy	327,608 +14,036	+4%	+$351K	0.67%	35
2025 Q1	$7.89M	Buy	313,572 +25,196	+9%	+$640K	0.73%	36
2024 Q4	$7.28M	Buy	288,376 +23,497	+9%	+$599K	0.77%	38
2024 Q3	$6.82M	Buy	264,879 +15,952	+6%	+$404K	0.74%	37
2024 Q2	$6.22M	Sell	248,927 -20,798	-8%	-$519K	0.75%	37
2024 Q1	$6.8M	Buy	269,725 +50,855	+23%	+$1.28M	0.87%	32
2023 Q4	$5.5M	Buy	+218,870	New	+$5.37M	0.89%	29

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

Waterloo Capital's SJNK Position: Q2 2026 in Review

Waterloo Capital increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 4.2% in Q2 2026, buying an estimated $356K and bringing the position to 354,627 shares worth $8.88M. The position accounts for 0.5% of the portfolio, ranked #46.

Waterloo Capital first reported a position in SJNK in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.62M in Q4 2025. 398 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

Waterloo Capital held 354,627 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $8.88M as of Q2 2026.
Waterloo Capital bought 14,209 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $356K.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.5% of Waterloo Capital's portfolio in Q2 2026, its #46 holding.
Waterloo Capital first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2023 and has held it in 11 quarters since.
Waterloo Capital's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $9.62M in Q4 2025.
398 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.