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

Waverly 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	$562K	Sell	22,440 -561	-2%	-$14.1K	﹤0.01%	1120
2026 Q1	$575K	Sell	23,001 -292	-1%	-$7.36K	﹤0.01%	1017
2025 Q4	$590K	Buy	23,293 +857	+4%	+$21.7K	﹤0.01%	946
2025 Q3	$574K	Buy	22,436 +1,333	+6%	+$33.9K	0.01%	806
2025 Q2	$538K	Buy	21,103 +2,017	+11%	+$50.4K	0.01%	778
2025 Q1	$480K	Buy	19,086 +560	+3%	+$14.2K	0.01%	785
2024 Q4	$468K	Sell	18,526 -482	-3%	-$12.3K	0.01%	701
2024 Q3	$489K	Sell	19,008 -3,887	-17%	-$98.3K	0.01%	585
2024 Q2	$572K	Sell	22,895 -14,798	-39%	-$369K	0.01%	549
2024 Q1	$951K	Buy	+37,693	New	+$948K	0.02%	379
2023 Q1	–	Sell	-9,420	Closed	-$228K	–	307
2022 Q4	$228K	Hold	9,420	–	–	0.01%	252
2022 Q3	$224K	Sell	9,420 -18,117	-66%	-$447K	0.02%	220
2022 Q2	$664K	Hold	27,537	–	–	0.06%	109
2022 Q1	$723K	Hold	27,537	–	–	0.06%	96
2021 Q4	$726K	Hold	27,537	–	–	0.06%	95
2021 Q3	$751K	Hold	27,537	–	–	0.06%	98
2021 Q2	$753K	Hold	27,537	–	–	0.07%	87
2021 Q1	$752K	Hold	27,537	–	–	0.07%	83
2020 Q4	$748K	Sell	27,537 -3,225	-10%	-$85.1K	0.08%	75
2020 Q3	$796K	Hold	30,762	–	–	0.11%	67
2020 Q2	$794K	Sell	30,762 -18,099	-37%	-$446K	0.1%	66
2020 Q1	$1.15M	Sell	48,861 -27,774	-36%	-$721K	0.19%	51
2019 Q4	$2.07M	Sell	76,635 -3,726	-5%	-$99.8K	0.27%	46
2019 Q3	$2.17M	Sell	80,361 -116	-0.1%	-$3.13K	0.31%	42
2019 Q2	$2.19M	Buy	80,477 +365	+0.5%	+$9.91K	0.33%	41
2019 Q1	$2.18M	Sell	80,112 -7,136	-8%	-$192K	0.34%	40
2018 Q4	$2.27M	Buy	+87,248	New	+$2.34M	0.4%	36

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

Waverly Advisors's SJNK Position: Q2 2026 in Review

Waverly Advisors reduced its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 2.4% in Q2 2026, selling an estimated $14.1K and leaving 22,440 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Waverly Advisors first reported a position in SJNK in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.27M in Q4 2018. 396 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

Waverly Advisors held 22,440 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $562K as of Q2 2026.
Waverly Advisors sold 561 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2026, an estimated $14.1K.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1120 holding.
Waverly Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2018 and has held it in 27 quarters since.
Waverly Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $2.27M in Q4 2018.
396 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.