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

Brophy 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
2024 Q3	$1.08M	Buy	+11,051	New	+$1.06M	0.39%	61

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

Brophy Wealth Management's JNK Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2024: 11,051 shares worth $1.08M. The stake represents 0.39% of the portfolio and ranks #61 among its holdings.

552 funds tracked by Wall St. Rank hold JNK as of Q3 2024.

Brophy Wealth Management held 11,051 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $1.08M as of Q3 2024.
State Street SPDR Bloomberg High Yield Bond ETF was a new Brophy Wealth Management position in Q3 2024.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.39% of Brophy Wealth Management's portfolio in Q3 2024, its #61 holding.
552 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.