Waverly Advisors’s SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Buy |
21,103
+2,017
| +11% | +$51.4K | 0.01% | 777 |
|
|
2025
Q1 | $480K | Buy |
19,086
+560
| +3% | +$14.1K | 0.01% | 785 |
|
|
2024
Q4 | $468K | Sell |
18,526
-482
| -3% | -$12.2K | 0.01% | 699 |
|
|
2024
Q3 | $489K | Sell |
19,008
-3,887
| -17% | -$100K | 0.01% | 585 |
|
|
2024
Q2 | $572K | Sell |
22,895
-14,798
| -39% | -$370K | 0.01% | 548 |
|
|
2024
Q1 | $951K | Buy |
+37,693
| New | +$951K | 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% | -$431K | 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% | -$87.6K | 0.08% | 75 |
|
|
2020
Q3 | $796K | Hold |
30,762
| – | – | 0.11% | 67 |
|
|
2020
Q2 | $794K | Sell |
30,762
-18,099
| -37% | -$467K | 0.1% | 66 |
|
|
2020
Q1 | $1.15M | Sell |
48,861
-27,774
| -36% | -$654K | 0.19% | 51 |
|
|
2019
Q4 | $2.07M | Sell |
76,635
-3,726
| -5% | -$100K | 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% | +$9.94K | 0.33% | 41 |
|
|
2019
Q1 | $2.18M | Sell |
80,112
-7,136
| -8% | -$194K | 0.34% | 40 |
|
|
2018
Q4 | $2.27M | Buy |
+87,248
| New | +$2.27M | 0.4% | 36 |
|