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

Institutional & 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
2023 Q3	–	Sell	-22	Closed	-$2.02K	–	738
2023 Q2	$2.02K	Buy	+22	New	+$2.01K	﹤0.01%	570
2021 Q1	–	Sell	-68	Closed	-$7K	–	966
2020 Q4	$7K	Sell	68 -456	-87%	-$48.6K	﹤0.01%	597
2020 Q3	$55K	Hold	524	–	–	0.01%	280
2020 Q2	$53K	Buy	+524	New	+$52.2K	0.01%	298

Other funds holding JNK

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Institutional & Family Asset Management's JNK Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2023, closing a stake of 22 shares — an estimated $2.02K sold.

Institutional & Family Asset Management first reported a position in JNK in Q2 2020 and held it in 4 quarters. The position peaked at $55K in Q3 2020. 508 funds tracked by Wall St. Rank hold JNK as of Q3 2023.

Institutional & Family Asset Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 22 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2023, an estimated $2.02K.
Institutional & Family Asset Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2020 and held it in 4 quarters.
Institutional & Family Asset Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $55K in Q3 2020.
508 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.