BDO Wealth Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

BDO Wealth Advisors’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 Q2	$54.9K	Sell	597 -3,585	-86%	-$328K	0.01%	416
2023 Q1	$388K	Sell	4,182 -2,298	-35%	-$211K	0.05%	185
2022 Q4	$583K	Sell	6,480 -6,973	-52%	-$630K	0.07%	163
2022 Q3	$1.18M	Buy	13,453 +13,025	+3,043%	+$1.21M	0.16%	114
2022 Q2	$39K	Buy	428 +53	+14%	+$5.11K	﹤0.01%	447
2022 Q1	$38K	Buy	375 +1	+0.3%	+$104	﹤0.01%	480
2021 Q4	$41K	Sell	374 -7,276	-95%	-$788K	﹤0.01%	478
2021 Q3	$837K	Buy	7,650 +1,125	+17%	+$123K	0.09%	143
2021 Q2	$717K	Buy	6,525 +6,240	+2,189%	+$680K	0.08%	162
2021 Q1	$31K	Sell	285 -8,759	-97%	-$951K	﹤0.01%	530
2020 Q4	$985K	Buy	9,044 +8,235	+1,018%	+$878K	0.14%	105
2020 Q3	$84K	Sell	809 -2,371	-75%	-$248K	0.01%	285
2020 Q2	$322K	Buy	3,180 +2,314	+267%	+$230K	0.06%	164
2020 Q1	$82K	Sell	866 -16,544	-95%	-$1.74M	0.02%	292
2019 Q4	$1.91M	Buy	17,410 +12,203	+234%	+$1.32M	0.49%	42
2019 Q3	$566K	Buy	5,207 +4,540	+681%	+$492K	0.15%	111
2019 Q2	$73K	Sell	667 -2,733	-80%	-$295K	0.02%	271
2019 Q1	$367K	Buy	3,400 +2,733	+410%	+$289K	0.11%	125
2018 Q4	$67K	Sell	667 -1,325	-67%	-$138K	0.02%	235
2018 Q3	$215K	Sell	1,992 -1,358	-41%	-$146K	0.07%	149
2018 Q2	$357K	Buy	3,350 +3,058	+1,047%	+$328K	0.12%	109
2018 Q1	$31K	Sell	292 -1,691	-85%	-$184K	0.01%	285
2017 Q4	$218K	Buy	1,983 +83	+4%	+$9.2K	0.1%	107
2017 Q3	$213K	Hold	1,900	–	–	0.11%	104
2017 Q2	$212K	Buy	+1,900	New	+$211K	0.09%	125

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

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

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

OPAM

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

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

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

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

BDO Wealth Advisors's JNK Position: Q2 2023 in Review

BDO Wealth Advisors reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 86% in Q2 2023, selling an estimated $328K and leaving 597 shares worth $54.9K. The position accounts for 0.01% of the portfolio, ranked #416.

BDO Wealth Advisors first reported a position in JNK in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.91M in Q4 2019. 514 funds tracked by Wall St. Rank hold JNK as of Q2 2023.

BDO Wealth Advisors held 597 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $54.9K as of Q2 2023.
BDO Wealth Advisors sold 3,585 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2023, an estimated $328K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #416 holding.
BDO Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.91M in Q4 2019.
514 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.