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Gradient Investments’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Gradient Investments’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 		– Sell
-28
Closed -$2.64K – 843
2024
Q2 		$2.64K Sell
28
-105
-79% -$9.87K ﹤0.01% 943
2024
Q1 		$12.7K Sell
133
-32
-19% -$3.03K ﹤0.01% 609
2023
Q4 		$15.6K Buy
165
+159
+2,650% +$14.5K ﹤0.01% 746
2023
Q3 		$542 Hold
6
– – ﹤0.01% 1538
2023
Q2 		$552 Sell
6
-100
-94% -$9.15K ﹤0.01% 1516
2023
Q1 		$9.84K Buy
106
+100
+1,667% +$9.18K ﹤0.01% 819
2022
Q4 		$540 Hold
6
– – ﹤0.01% 1293
2022
Q3 		$1K Sell
6
-19
-76% -$1.77K ﹤0.01% 1248
2022
Q2 		$2K Sell
25
-142
-85% -$13.7K ﹤0.01% 1049
2022
Q1 		$17K Sell
167
-50
-23% -$5.21K ﹤0.01% 677
2021
Q4 		$24K Buy
217
+11
+5% +$1.19K ﹤0.01% 621
2021
Q3 		$23K Buy
206
+141
+217% +$15.4K ﹤0.01% 619
2021
Q2 		$7K Sell
65
-36
-36% -$3.92K ﹤0.01% 823
2021
Q1 		$11K Sell
101
-10
-9% -$1.09K ﹤0.01% 747
2020
Q4 		$12K Hold
111
– – ﹤0.01% 663
2020
Q3 		$12K Buy
111
+84
+311% +$8.78K ﹤0.01% 667
2020
Q2 		$3K Hold
27
– – ﹤0.01% 835
2020
Q1 		$3K Hold
27
– – ﹤0.01% 857
2019
Q4 		$3K Hold
27
– – ﹤0.01% 897
2019
Q3 		$3K Hold
27
– – ﹤0.01% 874
2019
Q2 		$3K Sell
27
-1
-4% -$108 ﹤0.01% 834
2019
Q1 		$3K Sell
28
-42
-60% -$4.45K ﹤0.01% 711
2018
Q4 		$7K Sell
70
-15
-18% -$1.57K ﹤0.01% 654
2018
Q3 		$9K Sell
85
-20
-19% -$2.15K ﹤0.01% 647
2018
Q2 		$11K Sell
105
-49
-32% -$5.26K ﹤0.01% 595
2018
Q1 		$17K Sell
154
-1,837
-92% -$200K ﹤0.01% 514
2017
Q4 		$219K Sell
1,991
-237
-11% -$26.3K 0.01% 241
2017
Q3 		$249K Buy
2,228
+1,015
+84% +$113K 0.02% 218
2017
Q2 		$135K Sell
1,213
-119
-9% -$13.2K 0.01% 238
2017
Q1 		$148K Buy
1,332
+905
+212% +$99.9K 0.01% 236
2016
Q4 		$47K Sell
427
-25
-6% -$2.72K ﹤0.01% 272
2016
Q3 		$50K Sell
452
-174
-28% -$18.9K ﹤0.01% 265
2016
Q2 		$67K Buy
626
+191
+44% +$20K 0.01% 233
2016
Q1 		$45K Buy
435
+234
+116% +$23.3K 0.01% 257
2015
Q4 		$20K Sell
201
-26,405
-99% -$2.8M ﹤0.01% 322
2015
Q3 		$2.85M Buy
26,606
+6,924
+35% +$774K 0.4% 81
2015
Q2 		$2.27M Buy
19,682
+2,589
+15% +$304K 0.31% 88
2015
Q1 		$2.01M Buy
17,093
+1,532
+10% +$180K 0.3% 90
2014
Q4 		$1.8M Buy
15,561
+3,149
+25% +$374K 0.3% 89
2014
Q3 		$1.5M Buy
12,412
+4,081
+49% +$502K 0.27% 90
2014
Q2 		$1.04M Buy
8,331
+3,341
+67% +$415K 0.2% 96
2014
Q1 		$619K Buy
4,990
+2,089
+72% +$257K 0.14% 100
2013
Q4 		$353K Buy
2,901
+2,680
+1,213% +$325K 0.09% 115
2013
Q3 		$26K Buy
221
+213
+2,663% +$25.5K 0.01% 207
2013
Q2 		$1K Buy
+8
New +$981 ﹤0.01% 418

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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gradient Investments's JNK Position: Q3 2024 in Review

Gradient Investments sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2024, closing a stake of 28 shares — an estimated $2.64K sold.

Gradient Investments first reported a position in JNK in Q2 2013 and held it in 45 quarters. The position peaked at $2.85M in Q3 2015. 552 funds tracked by Wall St. Rank hold JNK as of Q3 2024.

  • Gradient Investments reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 28 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2024, an estimated $2.64K.
  • Gradient Investments first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2013 and held it in 45 quarters.
  • Gradient Investments's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $2.85M in Q3 2015.
  • 552 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.