Atticus Wealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Atticus Wealth Management’s Portfolio JNK Stock Details JNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-516	Closed	-$49.2K	–	686
2025 Q1	$49.2K	Hold	516	–	–	0.02%	231
2024 Q4	$49.3K	Hold	516	–	–	0.02%	245
2024 Q3	$50.5K	Hold	516	–	–	0.02%	245
2024 Q2	$48.6K	Hold	516	–	–	0.02%	237
2024 Q1	$49.1K	Hold	516	–	–	0.02%	243
2023 Q4	$48.9K	Hold	516	–	–	0.02%	252
2023 Q3	$46.6K	Hold	516	–	–	0.02%	255
2023 Q2	$47.5K	Hold	516	–	–	0.02%	264
2023 Q1	$47.9K	Hold	516	–	–	0.02%	256
2022 Q4	$46.4K	Hold	516	–	–	0.02%	259
2022 Q3	$47K	Hold	516	–	–	0.02%	240
2022 Q2	$47K	Hold	516	–	–	0.02%	262
2022 Q1	$53K	Hold	516	–	–	0.02%	242
2021 Q4	$56K	Hold	516	–	–	0.02%	214
2021 Q3	$56K	Hold	516	–	–	0.02%	223
2021 Q2	$57K	Hold	516	–	–	0.02%	217
2021 Q1	$56K	Hold	516	–	–	0.03%	204
2020 Q4	$56K	Hold	516	–	–	0.03%	200
2020 Q3	$54K	Hold	516	–	–	0.03%	171
2020 Q2	$52K	Hold	516	–	–	0.03%	169
2020 Q1	$49K	Hold	516	–	–	0.04%	169
2019 Q4	$57K	Buy	+516	New	+$55.9K	0.04%	169

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

OPAM

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

CCMG

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atticus Wealth Management's JNK Position: Q2 2025 in Review

Atticus Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2025, closing a stake of 516 shares — an estimated $49.2K sold.

Atticus Wealth Management first reported a position in JNK in Q4 2019 and held it in 22 quarters. The position peaked at $57K in Q2 2021. 549 funds tracked by Wall St. Rank hold JNK as of Q2 2025.

Atticus Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Atticus Wealth Management sold 516 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2025, an estimated $49.2K.
Atticus Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2019 and held it in 22 quarters.
Atticus Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $57K in Q2 2021.
549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2025.

Based on Atticus Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.