Aurora Private Wealth’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Aurora Private Wealth’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
2023 Q4	–	Sell	-3,664	Closed	-$331K	–	164
2023 Q3	$331K	Buy	+3,664	New	+$336K	0.37%	78
2023 Q2	–	Sell	-3,531	Closed	-$328K	–	148
2023 Q1	$328K	Buy	3,531 +613	+21%	+$56.3K	0.35%	89
2022 Q4	$263K	Buy	+2,918	New	+$264K	0.3%	106
2020 Q2	–	Sell	-3,628	Closed	-$344K	–	207
2020 Q1	$344K	Sell	3,628 -179,510	-98%	-$18.8M	0.12%	158
2019 Q4	$20.1M	Buy	+183,138	New	+$19.9M	7.12%	3

Other funds holding JNK

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

OPAM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Aurora Private Wealth's JNK Position: Q4 2023 in Review

Aurora Private Wealth sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2023, closing a stake of 3,664 shares — an estimated $331K sold.

Aurora Private Wealth first reported a position in JNK in Q4 2019 and held it in 5 quarters. The position peaked at $20.1M in Q4 2019. 531 funds tracked by Wall St. Rank hold JNK as of Q4 2023.

Aurora Private Wealth reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
Aurora Private Wealth sold 3,664 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2023, an estimated $331K.
Aurora Private Wealth first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2019 and held it in 5 quarters.
Aurora Private Wealth's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $20.1M in Q4 2019.
531 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2023.

Based on Aurora Private Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.