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

Financial Gravity 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
Q2 		– Sell
-132
Closed -$12.6K – 1963
2024
Q1 		$12.6K Sell
132
-408
-76% -$38.6K ﹤0.01% 668
2023
Q4 		$49.6K Buy
540
+270
+100% +$24.7K ﹤0.01% 583
2023
Q3 		$24K Buy
270
+178
+193% +$16.3K ﹤0.01% 536
2023
Q2 		$31.2K Sell
92
-1
-1% -$92 0.08% 113
2023
Q1 		$25.8K Buy
93
+3
+3% +$276 0.8% 26
2022
Q4 		$29.9K Sell
90
-174
-66% -$15.7K 0.16% 85
2022
Q3 		$23.7K Sell
264
-9
-3% -$838 0.8% 25
2022
Q2 		$24.5K Sell
273
-36
-12% -$3.47K 0.76% 28
2022
Q1 		$27.7K Sell
309
-345
-53% -$36K 0.78% 30
2021
Q4 		$30K Buy
654
+382
+140% +$41.4K 0.68% 35
2021
Q3 		$109K Sell
272
-5,796
-96% -$635K 0.05% 336
2021
Q2 		$121K Buy
+6,068
New +$662K 0.04% 298
2020
Q2 		– Sell
-1,102
Closed -$32.5K – 459
2020
Q1 		$32.5K Sell
1,102
-10,308
-90% -$1.08M 0.1% 88
2019
Q4 		$425K Sell
11,410
-343
-3% -$37.2K 0.29% 26
2019
Q3 		$1.28M Sell
11,753
-27,686
-70% -$3M 1.1% 16
2019
Q2 		$4.3M Buy
39,439
+9,523
+32% +$1.03M 3.53% 1
2019
Q1 		$3.22M Buy
+29,916
New +$3.17M 2.6% 2
2018
Q3 		$158K Buy
1,505
+440
+41% +$47.3K 0.17% 153
2018
Q2 		$114K Buy
1,065
+272
+34% +$29.2K 0.11% 189
2018
Q1 		$85K Buy
+793
New +$86.4K 0.09% 218

Other funds holding JNK

State Street
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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 $530B AUM 22.01% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Gravity Asset Management's JNK Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2024, closing a stake of 132 shares — an estimated $12.6K sold.

Financial Gravity Asset Management first reported a position in JNK in Q1 2018 and held it in 20 quarters. The position peaked at $4.3M in Q2 2019. 539 funds tracked by Wall St. Rank hold JNK as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 132 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2024, an estimated $12.6K.
  • Financial Gravity Asset Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2018 and held it in 20 quarters.
  • Financial Gravity Asset Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $4.3M in Q2 2019.
  • 539 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.