SPDR Bloomberg Short Term High Yield Bond

SJNK • ARCA

SPDR Bloomberg Short Term High Yield Bond is an exchange-traded fund on ARCA. As of Q3 2025, 390 institutional investors hold shares in this ETF, with total holdings valued at $3.2B. AMERIPRISE FINANCIAL INC is the largest holder with a position valued at $436.9M.

Overview

Overview of institutional ownership in SJNK as of Q3 2025

All Institutions

Institutions: 390
Value Held: $3.2B
Shares Held: 125.8M
Avg Position: $8.3M
Median Position: $848.3K

Hedge Funds

Hedge Funds: 10
Value Held: $68.1M
Shares Held: 2.7M
Avg Position: $6.8M
Median Position: $3.4M

Biggest Investors

Institutions with the largest positions in SJNK as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$436.9M 0.10% of portfolio	17.1M shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
GRIMES & COMPANY, INC. RIA/Wealth	Kevin Timothy Grimes CEO	$174.6M 4.31% of portfolio	6.8M shares	Q1 2023 Held for 2y 8m	$4.0B
L LPL Financial LLC Institution	-	$147.8M 0.04% of portfolio	5.8M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$129.1M 0.03% of portfolio	5.0M shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
I iA Global Asset Management Inc. Institution	-	$128.8M 1.81% of portfolio	5.0M shares	Q2 2024 Held for 1y 5m	$7.1B
N Neuberger Berman Group LLC Institution	-	$96.7M 0.07% of portfolio	3.8M shares	Q1 2015 Held for 10y 8m	$136.94B
S State of New Jersey Common Pension Fund D Institution	-	$94.4M 0.35% of portfolio	3.7M shares	Q2 2021 Held for 4y 5m	$27.2B
Wealthfront Advisers LLC RIA/Wealth	Andrew Samuel Rachleff CEO	$86.2M 0.20% of portfolio	3.4M shares	Q2 2023 Held for 2y 5m	$42.6B
Empirical Financial Services, LLC RIA/Wealth	Kenneth Robert Smith CEO	$84.7M 1.70% of portfolio	3.3M shares	≤ Q2 2013 Held for 12y 5m+	$5.0B
Clark Capital Management Group, Inc. RIA/Wealth	Brendan Michael Clark CEO	$74.8M 0.47% of portfolio	2.9M shares	Q4 2022 Held for 2y 11m	$16.0B

Net Capital Flow

Institutional buying and selling activity for SJNK in Q3 2025

Traded: +$148.4M
Buyers: 210
Sellers: 131
Total Bought: +$375.1M
Total Sold: −$226.7M
Avg Position: $7.7M

Biggest Buyers

Institution	Net Bought	Current Position
I iA Global Asset Management Inc. Institution	+$66.9M +2.6M shares	$128.8M 5.0M shares
AMERIPRISE FINANCIAL INC Institution	+$33.7M +1.3M shares	$436.9M 17.1M shares
L LPL Financial LLC Institution	+$27.6M +1.1M shares	$147.8M 5.8M shares
A AMERICAN CENTURY COMPANIES INC Institution	+$24.9M +972.3K shares	$26.0M 1.0M shares
M Mitsubishi UFJ Trust & Banking Corp Institution	+$19.2M +750.0K shares	$19.2M 750.0K shares
DAVENPORT & Co LLC RIA/Wealth	+$13.7M +533.3K shares	$27.5M 1.1M shares
WELLS FARGO & COMPANY/MN Institution	+$13.3M +520.2K shares	$129.1M 5.0M shares
MORGAN STANLEY RIA/Wealth	+$12.5M +489.0K shares	$66.1M 2.6M shares
S State of Tennessee, Treasury Department Institution	+$12.2M +475.8K shares	$12.2M 475.8K shares
D D. E. Shaw & Co., Inc. Institution	+$11.7M +458.2K shares	$15.9M 620.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
Wright Fund Managment, LLC Long Only Manager	−$87.0M −3.4M shares	$49.0M 1.9M shares
Angeles Investment Advisors, LLC Fund of Funds	−$25.2M −989.5K shares	Sold Off 0 shares
Q Quadrature Capital Ltd Institution	−$15.8M −617.9K shares	Sold Off 0 shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$8.9M −349.5K shares	$25.0M 974.8K shares
A ATRIA INVESTMENTS LLC Institution	−$8.5M −331.8K shares	$9.7M 379.4K shares
SHENKMAN CAPITAL MANAGEMENT INC Hedge Fund•Credit Arb	−$7.7M −300.8K shares	$7.7M 300.0K shares
Mariner Wealth Advisors, LLC RIA/Wealth	−$6.4M −249.3K shares	$15.1M 589.5K shares
FIFTH THIRD SECURITIES, INC. RIA/Wealth	−$6.3M −247.1K shares	Sold Off 0 shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	−$5.8M −225.0K shares	$5.8M 225.0K shares
Hilton Capital Management, LLC Long Only Manager	−$4.5M −175.2K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SJNK in Q3 2025

New Positions: 21
New Value: $16.3M
Exited Positions: 30
Exited Value: $67.4M

New Positions

Institution	Position Value
E Estate Counselors, LLC Institution	$10.7M 419.7K shares
D DRIVE WEALTH MANAGEMENT, LLC RIA/Wealth	$3.1M 121.6K shares
B BENJAMIN EDWARDS INC Institution	$417.0K 16.3K shares
Hutchinson Financial Advisors, INC RIA/Wealth	$399.0K 15.6K shares
Robeco Investment Management, Inc. Long Only Manager	$256.5K 10.0K shares
INTL FCSTONE INC. Institution	$244.8K 9.6K shares
Buckingham Strategic Partners RIA/Wealth	$228.2K 9.0K shares
Crumly & Associates Inc. RIA/Wealth	$218.6K 8.5K shares
Sonoma Allocations LLC RIA/Wealth	$212.1K 8.6K shares
Wealth Watch Advisors, INC RIA/Wealth	$166.7K 6.5K shares

Exited Positions

Institution	Previous Position
Angeles Investment Advisors, LLC Fund of Funds	$25.2M 989.5K shares
Q Quadrature Capital Ltd Institution	$15.8M 617.9K shares
FIFTH THIRD SECURITIES, INC. RIA/Wealth	$6.3M 247.1K shares
Hilton Capital Management, LLC Long Only Manager	$4.5M 175.2K shares
B BlueCrest Capital Management Ltd Institution	$3.3M 129.7K shares
O OLD MISSION CAPITAL LLC Institution	$3.2M 126.0K shares
S SURIENCE PRIVATE WEALTH LLC RIA/Wealth	$2.9M 115.3K shares
E EWG Elevate Inc. Institution	$1.2M 47.2K shares
CFC Planning Co LLC Private Equity	$989.6K 38.8K shares
ICON ADVISERS INC/CO Long Only Manager	$764.4K 30.0K shares

Options Activity

Institutions with the largest Call and Put options positions in SJNK as of Q3 2025

Call Positions: 1
Call Value: $361.0K
Put Positions: 2
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$361.0K 141.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Most Committed Institutions

Institutions with SJNK as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
WESTERN ASSET MANAGEMENT CO Long Only Manager	Courtney Ann Hoffmann Director	41.08% $6.4M	251.3K shares	Q3 2024 Held for 1y 2m	$15.7M
Pacific Asset Management LLC Long Only Manager	Dominic Dao Nolan CEO	16.70% $34.3M	1.3M shares	Q2 2022 Held for 3y 5m	$205.4M
SHENKMAN CAPITAL MANAGEMENT INC Hedge Fund•Credit Arb	Adam Scott Kurzer Chairman	10.86% $7.7M	300.0K shares	Q3 2023 Held for 2y 2m	$70.7M
Employees' Retirement Fund of the City of Fort Worth RIA/Wealth	Sanjiv Kumar Founder	10.09% $18.6M	726.8K shares	Q4 2022 Held for 2y 11m	$184.3M
MOULTON WEALTH MANAGEMENT, INC RIA/Wealth	Donald Joseph Moulton President	7.14% $9.8M	383.4K shares	Q1 2025 Held for 8 months	$137.5M
C Crabel Capital Management, LLC Institution	-	5.89% $6.6M	257.1K shares	Q4 2020 Held for 4y 11m	$111.7M
Sterling Manor Financial, LLC RIA/Wealth	Adam Fletcher Doig Managing Partner	5.89% $8.3M	322.3K shares	Q4 2023 Held for 1y 11m	$140.1M
Echo45 Advisors LLC RIA/Wealth	Jon E Henderson Founder	5.07% $8.7M	338.1K shares	Q4 2021 Held for 3y 11m	$170.6M
B Berkshire Money Management, Inc. Institution	-	4.53% $43.6M	1.7M shares	Q4 2020 Held for 4y 11m	$964.5M
GRIMES & COMPANY, INC. RIA/Wealth	Kevin Timothy Grimes CEO	4.31% $174.6M	6.8M shares	Q1 2023 Held for 2y 8m	$4.0B

Hedge Fund Spotlight

Discover hedge funds investing in SJNK

Everstar Asset Management, LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerLee Christopher Larson

Portfolio Value: $176.3M
Positions: 189
Last Reported: Q3 2025

Sector Allocation

Position in SPDR Bloomberg Short Term High Yield Bond

Market Value: $1.1M
Shares Held: 42.1K
Portfolio Weight: 0.61%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$9.9M	5.59%
2 iShares 1-3 Year Treasury Bond SHY	ETF ETF	$8.7M	4.96%
3 iShares 3-7 Year Treasury Bond IEI	ETF ETF	$7.9M	4.49%