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

Wells Financial 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
2023 Q2	–	Sell	-114,979	Closed	-$2.86M	–	70
2023 Q1	$2.86M	Sell	114,979 -2,962	-3%	-$73K	2.28%	14
2022 Q4	$2.86M	Sell	117,941 -104,477	-47%	-$2.54M	2.37%	14
2022 Q3	$5.29M	Sell	222,418 -5,040	-2%	-$124K	5.12%	9
2022 Q2	$5.49M	Buy	227,458 +22,713	+11%	+$573K	4.95%	10
2022 Q1	$5.37M	Buy	204,745 +1,145	+0.6%	+$30.4K	4.49%	8
2021 Q4	$5.53M	Buy	+203,600	New	+$5.54M	4.41%	8

Other funds holding SJNK

IMPI

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCMG

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

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

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

EWM

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

Wells Financial Advisors's SJNK Position: Q2 2023 in Review

Wells Financial Advisors sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2023, closing a stake of 114,979 shares — an estimated $2.86M sold.

Wells Financial Advisors first reported a position in SJNK in Q4 2021 and held it in 6 quarters. The position peaked at $5.53M in Q4 2021. 344 funds tracked by Wall St. Rank hold SJNK as of Q2 2023.

Wells Financial Advisors reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
Wells Financial Advisors sold 114,979 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2023, an estimated $2.86M.
Wells Financial Advisors first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2021 and held it in 6 quarters.
Wells Financial Advisors's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $5.53M in Q4 2021.
344 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2023.

Based on Wells Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.