World Equity Group’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

World Equity Group’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	-37,673	Closed	-$1.36M	–	526
2023 Q1	$1.36M	Buy	37,673 +15,609	+71%	+$385K	0.2%	128
2022 Q4	$535K	Buy	22,064 +1,257	+6%	+$30.5K	0.13%	168
2022 Q3	$495K	Buy	20,807 +46	+0.2%	+$1.13K	0.13%	163
2022 Q2	$501K	Sell	20,761 -1,474	-7%	-$37.2K	0.13%	178
2022 Q1	$583K	Buy	+22,235	New	+$589K	0.13%	186

Other funds holding SJNK

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 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 $424B AUM 22.9% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWM

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

World Equity Group's SJNK Position: Q2 2023 in Review

World Equity Group sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2023, closing a stake of 37,673 shares — an estimated $1.36M sold.

World Equity Group first reported a position in SJNK in Q1 2022 and held it in 5 quarters. The position peaked at $1.36M in Q1 2023. 343 funds tracked by Wall St. Rank hold SJNK as of Q2 2023.

World Equity Group reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 37,673 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2023, an estimated $1.36M.
World Equity Group first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q1 2022 and held it in 5 quarters.
World Equity Group's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $1.36M in Q1 2023.
343 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.