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Morrissey Wealth Management, LLC’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Morrissey Wealth Management, LLC’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 		$9.2M Buy
+380,967
New +$9.54M 5.79% 9

Other funds holding SJNK

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BI
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Neuberger Berman Group
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

Morrissey Wealth Management, LLC's SJNK Position: Q2 2026 in Review

Morrissey Wealth Management, LLC opened a new position in State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2026: 380,967 shares worth $9.2M. The stake represents 5.79% of the portfolio and ranks #9 among its holdings.

399 funds tracked by Wall St. Rank hold SJNK as of Q2 2026.

  • Morrissey Wealth Management, LLC held 380,967 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $9.2M as of Q2 2026.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF was a new Morrissey Wealth Management, LLC position in Q2 2026.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 5.79% of Morrissey Wealth Management, LLC's portfolio in Q2 2026, its #9 holding.
  • 399 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2026.

Based on Morrissey Wealth Management, LLC's 13F filing for Q2 2026, filed 5 Oct 2026.