AWM
JNK icon

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

Avior 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
Q1 		– Sell
-791
Closed -$75.6K – 1575
2024
Q4 		$75.6K Buy
791
+6
+0.8% +$579 ﹤0.01% 990
2024
Q3 		$76.8K Sell
785
-3
-0.4% -$288 ﹤0.01% 965
2024
Q2 		$74.3K Sell
788
-205
-21% -$19.3K ﹤0.01% 960
2024
Q1 		$94.6K Sell
993
-1,327
-57% -$126K ﹤0.01% 990
2023
Q4 		$220K Sell
2,320
-10
-0.4% -$913 0.01% 505
2023
Q3 		$211K Sell
2,330
-150
-6% -$13.7K 0.01% 511
2023
Q2 		$228K Buy
2,480
+15
+0.6% +$1.37K 0.01% 506
2023
Q1 		$229K Sell
2,465
-28
-1% -$2.57K 0.02% 504
2022
Q4 		$224K Sell
2,493
-342
-12% -$30.9K 0.02% 451
2022
Q3 		$249K Buy
2,835
+239
+9% +$22.3K 0.02% 419
2022
Q2 		$235K Sell
2,596
-60
-2% -$5.79K 0.02% 397
2022
Q1 		$272K Buy
2,656
+360
+16% +$37.5K 0.02% 397
2021
Q4 		$249K Sell
2,296
-334
-13% -$36.2K 0.02% 403
2021
Q3 		$287K Sell
2,630
-170
-6% -$18.6K 0.02% 383
2021
Q2 		$307K Sell
2,800
-1,698
-38% -$185K 0.03% 363
2021
Q1 		$489K Sell
4,498
-927
-17% -$101K 0.05% 298
2020
Q4 		$591K Buy
5,425
+92
+2% +$9.81K 0.07% 229
2020
Q3 		$556K Buy
5,333
+40
+0.8% +$4.18K 0.08% 214
2020
Q2 		$535K Sell
5,293
-173
-3% -$17.2K 0.08% 222
2020
Q1 		$517K Sell
5,466
-589
-10% -$61.8K 0.1% 196
2019
Q4 		$663K Buy
6,055
+184
+3% +$20K 0.11% 195
2019
Q3 		$638K Buy
5,871
+203
+4% +$22K 0.11% 179
2019
Q2 		$617K Buy
5,668
+134
+2% +$14.5K 0.11% 179
2019
Q1 		$597K Buy
5,534
+248
+5% +$26.3K 0.13% 171
2018
Q4 		$532K Buy
5,286
+163
+3% +$17K 0.13% 161
2018
Q3 		$554K Buy
5,123
+48
+0.9% +$5.16K 0.12% 170
2018
Q2 		$540K Sell
5,075
-998
-16% -$107K 0.12% 161
2018
Q1 		$653K Buy
6,073
+146
+2% +$15.9K 0.15% 135
2017
Q4 		$653K Sell
5,927
-633
-10% -$70.1K 0.15% 137
2017
Q3 		$634K Buy
+6,560
New +$731K 0.21% 107
2017
Q2 		– Sell
-4,538
Closed -$503K – 468
2017
Q1 		$503K Buy
4,538
+758
+20% +$83.7K 0.17% 114
2016
Q4 		$413K Buy
3,780
+206
+6% +$22.4K 0.15% 114
2016
Q3 		$394K Buy
3,574
+158
+5% +$17.2K 0.15% 115
2016
Q2 		$366K Buy
3,416
+247
+8% +$25.9K 0.16% 111
2016
Q1 		$326K Buy
3,169
+2,252
+246% +$225K 0.14% 113
2015
Q4 		$93K Buy
917
+10
+1% +$1.06K 0.05% 143
2015
Q3 		$97K Hold
907
– – 0.06% 134
2015
Q2 		$105K Buy
907
+197
+28% +$23.1K 0.08% 92
2015
Q1 		$84K Buy
710
+169
+31% +$19.8K 0.06% 105
2014
Q4 		$63K Sell
541
-8
-1% -$949 0.05% 119
2014
Q3 		$66K Sell
549
-160
-23% -$19.7K 0.06% 113
2014
Q2 		$88K Buy
709
+619
+688% +$76.9K 0.07% 99
2014
Q1 		$11K Buy
+90
New +$11.1K 0.01% 224

Other funds holding JNK

State Street
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Avior Wealth Management's JNK Position: Q1 2025 in Review

Avior Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2025, closing a stake of 791 shares — an estimated $75.6K sold.

Avior Wealth Management first reported a position in JNK in Q1 2014 and held it in 43 quarters. The position peaked at $663K in Q4 2019. 552 funds tracked by Wall St. Rank hold JNK as of Q1 2025.

  • Avior Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 791 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2025, an estimated $75.6K.
  • Avior Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2014 and held it in 43 quarters.
  • Avior Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $663K in Q4 2019.
  • 552 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.