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

Clearstead 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
2026
Q1 		$154K Buy
1,614
+115
+8% +$11.1K ﹤0.01% 1037
2025
Q4 		$146K Buy
1,499
+122
+9% +$11.8K ﹤0.01% 1007
2025
Q3 		$135K Buy
1,377
+108
+9% +$10.5K ﹤0.01% 966
2025
Q2 		$123K Sell
1,269
-808
-39% -$76.7K ﹤0.01% 1005
2025
Q1 		$198K Buy
2,077
+557
+37% +$53.6K ﹤0.01% 844
2024
Q4 		$145K Buy
1,520
+114
+8% +$11K ﹤0.01% 930
2024
Q3 		$138K Buy
1,406
+560
+66% +$53.7K ﹤0.01% 953
2024
Q2 		$79.8K Buy
846
+55
+7% +$5.17K ﹤0.01% 1052
2024
Q1 		$74.4K Buy
791
+541
+216% +$51.2K ﹤0.01% 669
2023
Q4 		$23.7K Sell
250
-866
-78% -$79.1K ﹤0.01% 907
2023
Q3 		$101K Buy
1,116
+1,058
+1,824% +$96.9K ﹤0.01% 721
2023
Q2 		$5.34K Hold
58
– – ﹤0.01% 1045
2023
Q1 		$5.38K Buy
+58
New +$5.33K ﹤0.01% 1017

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $501B AUM 22.01% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return