Atwood & Palmer’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Atwood & Palmer’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
2024 Q3	–	Sell	-232	Closed	-$21.9K	–	481
2024 Q2	$21.9K	Buy	+232	New	+$21.8K	﹤0.01%	293
2016 Q1	–	Sell	-394	Closed	-$40K	–	352
2015 Q4	$40K	Hold	394	–	–	0.01%	216
2015 Q3	$42K	Buy	+394	New	+$44.1K	0.01%	201
2015 Q1	–	Sell	-184	Closed	-$22K	–	337
2014 Q4	$22K	Hold	184	–	–	﹤0.01%	247
2014 Q3	$22K	Hold	184	–	–	﹤0.01%	254
2014 Q2	$23K	Buy	+184	New	+$22.9K	0.01%	231

Other funds holding JNK

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

CCMG

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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

JSTA

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Atwood & Palmer's JNK Position: Q3 2024 in Review

Atwood & Palmer sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2024, closing a stake of 232 shares — an estimated $21.9K sold.

Atwood & Palmer first reported a position in JNK in Q2 2014 and held it in 6 quarters. The position peaked at $42K in Q3 2015. 552 funds tracked by Wall St. Rank hold JNK as of Q3 2024.

Atwood & Palmer reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
Atwood & Palmer sold 232 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2024, an estimated $21.9K.
Atwood & Palmer first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2014 and held it in 6 quarters.
Atwood & Palmer's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $42K in Q3 2015.
552 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2024.

Based on Atwood & Palmer's 13F filing for Q3 2024, filed 7 Oct 2024.