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

Endurance 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
2023 Q2	$12K	Sell	133 -133	-50%	-$12.2K	﹤0.01%	481
2023 Q1	$25K	Buy	+266	New	+$24.4K	﹤0.01%	417
2018 Q4	–	Sell	-153	Closed	-$17K	–	477
2018 Q3	$17K	Hold	153	–	–	﹤0.01%	355
2018 Q2	$16K	Hold	153	–	–	﹤0.01%	362
2018 Q1	$16K	Hold	153	–	–	﹤0.01%	382
2017 Q4	$17K	Hold	153	–	–	﹤0.01%	364
2017 Q3	$17K	Hold	153	–	–	﹤0.01%	357
2017 Q2	$17K	Hold	153	–	–	﹤0.01%	370
2017 Q1	$17K	Hold	153	–	–	﹤0.01%	369
2016 Q4	$17K	Hold	153	–	–	﹤0.01%	352
2016 Q3	$17K	Hold	153	–	–	﹤0.01%	357
2016 Q2	$16K	Hold	153	–	–	﹤0.01%	349
2016 Q1	$16K	Hold	153	–	–	﹤0.01%	348
2015 Q4	$16K	Hold	153	–	–	﹤0.01%	360
2015 Q3	$17K	Hold	153	–	–	﹤0.01%	352
2015 Q2	$18K	Buy	+153	New	+$18K	﹤0.01%	362

Other funds holding JNK

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $617B AUM 30.33% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Endurance Wealth Management's JNK Position: Q2 2023 in Review

Endurance Wealth Management reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 50% in Q2 2023, selling an estimated $12.2K and leaving 133 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Endurance Wealth Management first reported a position in JNK in Q2 2015 and has held it in 16 quarters since. The position peaked at $25K in Q1 2023. 513 funds tracked by Wall St. Rank hold JNK as of Q2 2023.

Endurance Wealth Management held 133 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $12K as of Q2 2023.
Endurance Wealth Management sold 133 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2023, an estimated $12.2K.
State Street SPDR Bloomberg High Yield Bond ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #481 holding.
Endurance Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2015 and has held it in 16 quarters since.
Endurance Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $25K in Q1 2023.
513 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.