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

Zega Financial’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 Q3	$22M	Buy	854,415 +133,401	+19%	+$3.37M	3.33%	6
2024 Q2	$18M	Sell	721,014 -4,856	-0.7%	-$121K	3.21%	6
2024 Q1	$18.3M	Sell	725,870 -123,245	-15%	-$3.1M	6.26%	5
2023 Q4	$21.3M	Buy	+849,115	New	+$20.8M	6.85%	5

Other funds holding SJNK

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

EWM

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

Zega Financial's SJNK Position: Q3 2024 in Review

Zega Financial increased its State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) stake by 19% in Q3 2024, buying an estimated $3.37M and bringing the position to 854,415 shares worth $22M. The position accounts for 3.33% of the portfolio, ranked #6.

Zega Financial first reported a position in SJNK in Q4 2023 and has held it in 4 quarters since. 356 funds tracked by Wall St. Rank hold SJNK as of Q3 2024.

Zega Financial held 854,415 shares of State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $22M as of Q3 2024.
Zega Financial bought 133,401 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q3 2024, an estimated $3.37M.
State Street SPDR Bloomberg Short Term High Yield Bond ETF made up 3.33% of Zega Financial's portfolio in Q3 2024, its #6 holding.
Zega Financial first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2023 and has held it in 4 quarters since.
356 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.