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

WorthPointe’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
2022 Q2	–	Sell	-7,802	Closed	-$205K	–	44
2022 Q1	$205K	Sell	7,802 -17,506	-69%	-$464K	0.16%	42
2021 Q4	$698K	Buy	+25,308	New	+$688K	0.62%	19

Other funds holding SJNK

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

APC

Aristotle Pacific Capital Newport Beach, California $210M AUM 2.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WorthPointe's SJNK Position: Q2 2022 in Review

WorthPointe sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q2 2022, closing a stake of 7,802 shares — an estimated $205K sold.

WorthPointe first reported a position in SJNK in Q4 2021 and held it in 2 quarters. The position peaked at $698K in Q4 2021. 303 funds tracked by Wall St. Rank hold SJNK as of Q2 2022.

WorthPointe reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q2 2022 after selling out during the quarter.
WorthPointe sold 7,802 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q2 2022, an estimated $205K.
WorthPointe first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2021 and held it in 2 quarters.
WorthPointe's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $698K in Q4 2021.
303 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q2 2022.

Based on WorthPointe's 13F filing for Q2 2022, filed 8 Aug 2022.