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

Windsor Wealth 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
2023
Q3 		$215K Sell
8,773
-8
-0.1% -$197 0.04% 151
2023
Q2 		$217K Buy
+8,781
New +$216K 0.04% 157

Other funds holding SJNK

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Windsor Wealth Management's SJNK Position: Q3 2023 in Review

Windsor Wealth Management reduced its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 0.09% in Q3 2023, selling an estimated $197 and leaving 8,773 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #151.

Windsor Wealth Management first reported a position in SJNK in Q2 2023 and has held it in 2 quarters since. The position peaked at $217K in Q2 2023. 338 funds tracked by Wall St. Rank hold SJNK as of Q3 2023.

  • Windsor Wealth Management held 8,773 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $215K as of Q3 2023.
  • Windsor Wealth Management sold 8 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2023, an estimated $197.
  • State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 0.04% of Windsor Wealth Management's portfolio in Q3 2023, its #151 holding.
  • Windsor Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2023 and has held it in 2 quarters since.
  • Windsor Wealth Management's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $217K in Q2 2023.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.