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

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-24	Closed	-$2.27K	–	302
2023 Q4	$2.27K	Sell	24 -48	-67%	-$4.38K	﹤0.01%	391
2023 Q3	$6.51K	Hold	72	–	–	﹤0.01%	321
2023 Q2	$6.63K	Buy	+72	New	+$6.59K	﹤0.01%	325
2022 Q3	–	Sell	-72	Closed	-$7K	–	310
2022 Q2	$7K	Hold	72	–	–	﹤0.01%	316
2022 Q1	$7K	Hold	72	–	–	﹤0.01%	344
2021 Q4	$8K	Hold	72	–	–	﹤0.01%	327
2021 Q3	$8K	Hold	72	–	–	﹤0.01%	333
2021 Q2	$8K	Hold	72	–	–	﹤0.01%	313
2021 Q1	$8K	Hold	72	–	–	﹤0.01%	328
2020 Q4	$8K	Hold	72	–	–	﹤0.01%	301
2020 Q3	$8K	Hold	72	–	–	﹤0.01%	290
2020 Q2	$7K	Hold	72	–	–	﹤0.01%	392
2020 Q1	$7K	Sell	72 -5	-6%	-$525	﹤0.01%	378
2019 Q4	$8K	Sell	77 -5	-6%	-$542	﹤0.01%	378
2019 Q3	$9K	Sell	82 -72	-47%	-$7.81K	﹤0.01%	343
2019 Q2	$17K	Sell	154 -4,421	-97%	-$477K	0.01%	296
2019 Q1	$494K	Buy	4,575 +3,819	+505%	+$404K	0.26%	79
2018 Q4	$76K	Buy	+756	New	+$79K	0.04%	195

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JSTA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Global Wealth Management Investment Advisory's JNK Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2024, closing a stake of 24 shares — an estimated $2.27K sold.

Global Wealth Management Investment Advisory first reported a position in JNK in Q4 2018 and held it in 18 quarters. The position peaked at $494K in Q1 2019. 554 funds tracked by Wall St. Rank hold JNK as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 24 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2024, an estimated $2.27K.
Global Wealth Management Investment Advisory first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $494K in Q1 2019.
554 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.