Family Asset Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Family Asset 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	$91.6K	Sell	937 -90	-9%	-$8.64K	0.06%	123
2024 Q2	$96.8K	Buy	1,027 +422	+70%	+$39.7K	0.06%	122
2024 Q1	$57.6K	Buy	605 +8	+1%	+$757	0.04%	125
2023 Q4	$56.6K	Sell	597 -1,753	-75%	-$160K	0.04%	128
2023 Q3	$212K	Sell	2,350 -3,114	-57%	-$285K	0.16%	90
2023 Q2	$503K	Sell	5,464 -334	-6%	-$30.6K	0.34%	60
2023 Q1	$538K	Sell	5,798 -4,042	-41%	-$371K	0.39%	58
2022 Q4	$886K	Buy	+9,840	New	+$889K	0.74%	37

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

Family Asset Management's JNK Position: Q3 2024 in Review

Family Asset Management reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 8.8% in Q3 2024, selling an estimated $8.64K and leaving 937 shares worth $91.6K. The position accounts for 0.06% of the portfolio, ranked #123.

Family Asset Management first reported a position in JNK in Q4 2022 and has held it in 8 quarters since. The position peaked at $886K in Q4 2022. 552 funds tracked by Wall St. Rank hold JNK as of Q3 2024.

Family Asset Management held 937 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $91.6K as of Q3 2024.
Family Asset Management sold 90 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2024, an estimated $8.64K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.06% of Family Asset Management's portfolio in Q3 2024, its #123 holding.
Family Asset Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $886K in Q4 2022.
552 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.