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Beacon Pointe Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Beacon Pointe 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
2024
Q2 		– Sell
-4,757
Closed -$453K – 1337
2024
Q1 		$453K Buy
4,757
+2
+0% +$189 0.01% 947
2023
Q4 		$450K Buy
4,755
+201
+4% +$18.4K 0.01% 935
2023
Q3 		$412K Buy
4,554
+121
+3% +$11.1K 0.01% 947
2023
Q2 		$408K Sell
4,433
-191
-4% -$17.5K 0.01% 781
2023
Q1 		$429K Sell
4,624
-499
-10% -$45.8K 0.01% 812
2022
Q4 		$461K Sell
5,123
-455
-8% -$41.1K 0.01% 716
2022
Q3 		$490K Sell
5,578
-1,034
-16% -$96.3K 0.01% 643
2022
Q2 		$600K Sell
6,612
-2,528
-28% -$244K 0.01% 593
2022
Q1 		$937K Buy
9,140
+1,056
+13% +$110K 0.01% 641
2021
Q4 		$878K Sell
8,084
-628
-7% -$68K 0.02% 399
2021
Q3 		$953K Buy
8,712
+4,859
+126% +$532K 0.02% 419
2021
Q2 		$424K Buy
+3,853
New +$420K 0.02% 541

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Beacon Pointe Advisors's JNK Position: Q2 2024 in Review

Beacon Pointe Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2024, closing a stake of 4,757 shares — an estimated $453K sold.

Beacon Pointe Advisors first reported a position in JNK in Q2 2021 and held it in 12 quarters. The position peaked at $953K in Q3 2021. 539 funds tracked by Wall St. Rank hold JNK as of Q2 2024.

  • Beacon Pointe Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 4,757 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2024, an estimated $453K.
  • Beacon Pointe Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2021 and held it in 12 quarters.
  • Beacon Pointe Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $953K in Q3 2021.
  • 539 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2024.

Based on Beacon Pointe Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.