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

Evoke Wealth’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 Q4	–	Sell	-12,439	Closed	-$1.12M	–	224
2023 Q3	$1.12M	Buy	+12,439	New	+$1.14M	0.04%	170
2022 Q1	–	Sell	-210	Closed	-$23K	–	1213
2021 Q4	$23K	Hold	210	–	–	﹤0.01%	663
2021 Q3	$22K	Hold	210	–	–	﹤0.01%	624
2021 Q2	$23K	Hold	210	–	–	﹤0.01%	631
2021 Q1	$23K	Hold	210	–	–	﹤0.01%	564
2020 Q4	$23K	Hold	210	–	–	﹤0.01%	476
2020 Q3	$22K	Hold	210	–	–	﹤0.01%	465
2020 Q2	$21K	Hold	210	–	–	﹤0.01%	455
2020 Q1	$19.9K	Buy	+210	New	+$22K	﹤0.01%	438
2019 Q4	–	Sell	-210	Closed	-$22.8K	–	1358
2019 Q3	$22.8K	Buy	+210	New	+$22.8K	﹤0.01%	619

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Evoke Wealth's JNK Position: Q4 2023 in Review

Evoke Wealth sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2023, closing a stake of 12,439 shares — an estimated $1.12M sold.

Evoke Wealth first reported a position in JNK in Q3 2019 and held it in 10 quarters. The position peaked at $1.12M in Q3 2023. 531 funds tracked by Wall St. Rank hold JNK as of Q4 2023.

Evoke Wealth reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
Evoke Wealth sold 12,439 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2023, an estimated $1.12M.
Evoke Wealth first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2019 and held it in 10 quarters.
Evoke Wealth's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.12M in Q3 2023.
531 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2023.

Based on Evoke Wealth's 13F filing for Q4 2023, filed 12 Feb 2024.