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

WT 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
2026 Q3	$11.3M	Buy	463,977 +393,368	+557%	+$9.7M	3.15%	5
2026 Q2	$1.77M	Sell	70,609 -14,887	-17%	-$373K	0.49%	65
2026 Q1	$2.14M	Buy	85,496 +27,810	+48%	+$701K	0.63%	44
2025 Q4	$1.46M	Buy	57,686 +12,679	+28%	+$321K	0.42%	67
2025 Q3	$1.15M	Buy	45,007 +21,712	+93%	+$552K	0.33%	65
2025 Q2	$594K	Sell	23,295 -82,361	-78%	-$2.06M	0.18%	89
2025 Q1	$2.66M	Buy	105,656 +68,990	+188%	+$1.75M	0.86%	37
2024 Q4	$926K	Sell	36,666 -3,910	-10%	-$100K	0.29%	70
2024 Q3	$1.04M	Sell	40,576 -88,796	-69%	-$2.25M	0.33%	67
2024 Q2	$3.23M	Sell	129,372 -2,188	-2%	-$54.6K	1.1%	30
2024 Q1	$3.32M	Sell	131,560 -4,967	-4%	-$125K	1.18%	29
2023 Q4	$3.43M	Sell	136,527 -29,984	-18%	-$735K	1.36%	18
2023 Q3	$4.07M	Buy	166,511 +39,708	+31%	+$978K	1.75%	14
2023 Q2	$3.13M	Buy	126,803 +88,874	+234%	+$2.18M	1.3%	17
2023 Q1	$942K	Buy	37,929 +24,547	+183%	+$605K	0.41%	76
2022 Q4	$324K	Buy	+13,382	New	+$325K	0.16%	83
2022 Q3	–	Sell	-55,898	Closed	-$1.35M	–	104
2022 Q2	$1.35M	Sell	55,898 -160,342	-74%	-$4.05M	0.67%	50
2022 Q1	$5.67M	Sell	216,240 -12,372	-5%	-$328K	2.18%	9
2021 Q4	$6.21M	Sell	228,612 -2,073	-0.9%	-$56.4K	2.28%	8
2021 Q3	$6.32M	Sell	230,685 -2,383	-1%	-$65.3K	2.44%	6
2021 Q2	$6.43M	Buy	233,068 +35,715	+18%	+$978K	2.6%	5
2021 Q1	$5.39M	Buy	197,353 +15,249	+8%	+$413K	2.49%	5
2020 Q4	$4.91M	Buy	182,104 +51,310	+39%	+$1.35M	2.68%	4
2020 Q3	$3.38M	Buy	130,794 +31,942	+32%	+$824K	2.24%	9
2020 Q2	$2.49M	Buy	+98,852	New	+$2.43M	2.01%	10

Other funds holding SJNK

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $309M AUM 7.69% 1-Year Est. Return

Sterling Manor Financial Saratoga Springs, New York $173M AUM

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return

WT Wealth Management's SJNK Position: Q3 2026 in Review

WT Wealth Management increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 557% in Q3 2026, buying an estimated $9.7M and bringing the position to 463,977 shares worth $11.3M. The position accounts for 3.15% of the portfolio, ranked #5.

WT Wealth Management first reported a position in SJNK in Q2 2020 and has held it in 25 quarters since. 99 funds tracked by Wall St. Rank hold SJNK as of Q3 2026.

WT Wealth Management held 463,977 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $11.3M as of Q3 2026.
WT Wealth Management bought 393,368 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2026, an estimated $9.7M.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 3.15% of WT Wealth Management's portfolio in Q3 2026, its #5 holding.
WT Wealth Management first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2020 and has held it in 25 quarters since.
99 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.