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Coppell Advisory Solutions’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-7,430
Closed -$723K – 205
2025
Q4 		$723K Sell
7,430
-2,108
-22% -$205K 0.07% 207
2025
Q3 		$935K Buy
9,538
+2,030
+27% +$197K 0.1% 180
2025
Q2 		$728K Sell
7,508
-461
-6% -$43.8K 0.09% 188
2025
Q1 		$759K Sell
7,969
-220
-3% -$21.2K 0.11% 167
2024
Q4 		$782K Sell
8,189
-7,859
-49% -$759K 0.11% 141
2024
Q3 		$1.57M Sell
16,048
-3,614
-18% -$347K 0.23% 94
2024
Q2 		$1.85M Buy
+19,662
New +$1.85M 0.31% 72
2023
Q4 		$5.75M Buy
60,747
+6,072
+11% +$554K 1.15% 17
2023
Q3 		$4.92M Buy
54,675
+48,035
+723% +$4.4M 1.69% 5
2023
Q2 		$608K Sell
6,640
-49,974
-88% -$4.58M 0.17% 110
2023
Q1 		$5.19M Buy
56,614
+1,939
+4% +$178K 1.7% 6
2022
Q4 		$4.92M Buy
+54,675
New +$4.94M 1.67% 5
2020
Q4 		$6.37M Buy
+58,441
New +$6.23M 3.22% 4

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