Wilbanks Smith & Thomas Asset Management’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2024 Q1	$27.8M	Buy	1,100,767 +315,589	+40%	+$7.93M	0.78%	29
2023 Q4	$19.7M	Buy	785,178 +136,750	+21%	+$3.35M	0.6%	31
2023 Q3	$15.9M	Sell	648,428 -1,095,086	-63%	-$27M	0.55%	43
2023 Q2	$43.1M	Buy	1,743,514 +766,381	+78%	+$18.8M	1.42%	15
2023 Q1	$24.3M	Sell	977,133 -105,770	-10%	-$2.61M	0.84%	26
2022 Q4	$26.2M	Buy	+1,082,903	New	+$26.3M	1%	21
2022 Q2	–	Sell	-8,172	Closed	-$209K	–	514
2022 Q1	$209K	Sell	8,172 -615,680	-99%	-$16.3M	0.01%	473
2021 Q4	$16.9M	Buy	+623,852	New	+$17M	0.59%	31
2021 Q3	–	Sell	-404,186	Closed	-$11.1M	–	523
2021 Q2	$11.1M	Buy	404,186 +341,317	+543%	+$9.35M	0.44%	53
2021 Q1	$1.72M	Buy	+62,869	New	+$1.7M	0.07%	163
2018 Q4	–	Sell	-394,800	Closed	-$10.9M	–	1151
2018 Q3	$10.9M	Buy	+394,800	New	+$10.8M	0.66%	31

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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

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

GAA

Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management's SJNK Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 40% in Q1 2024, buying an estimated $7.93M and bringing the position to 1,100,767 shares worth $27.8M. The position accounts for 0.78% of the portfolio, ranked #29.

Wilbanks Smith & Thomas Asset Management first reported a position in SJNK in Q3 2018 and has held it in 11 quarters since. The position peaked at $43.1M in Q2 2023. 350 funds tracked by Wall St. Rank hold SJNK as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 1,100,767 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $27.8M as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 315,589 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q1 2024, an estimated $7.93M.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.78% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #29 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q3 2018 and has held it in 11 quarters since.
Wilbanks Smith & Thomas Asset Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $43.1M in Q2 2023.
350 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.