LWPC
JNK icon

Legacy Wealth Partners (California)’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Legacy Wealth Partners (California)’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
2021
Q2 		$2.33M Buy
+21,181
New +$2.31M 1.29% 15
2021
Q1 		– Sell
-24,594
Closed -$2.68M – 92
2020
Q4 		$2.68M Buy
24,594
+16,059
+188% +$1.71M 1.68% 15
2020
Q3 		$890K Sell
8,535
-3,766
-31% -$394K 0.63% 33
2020
Q2 		$1.24M Buy
+12,301
New +$1.23M 0.94% 25

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Legacy Wealth Partners (California)'s JNK Position: Q2 2021 in Review

Legacy Wealth Partners (California) opened a new position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2021: 21,181 shares worth $2.33M. The stake represents 1.29% of the portfolio and ranks #15 among its holdings. This is a return to the name: Legacy Wealth Partners (California) previously reported a position in JNK as recently as Q4 2020.

Legacy Wealth Partners (California) first reported a position in JNK in Q2 2020 and has held it in 4 quarters since. The position peaked at $2.68M in Q4 2020. 525 funds tracked by Wall St. Rank hold JNK as of Q2 2021.

  • Legacy Wealth Partners (California) held 21,181 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $2.33M as of Q2 2021.
  • State Street SPDR Bloomberg High Yield Bond ETF was a new Legacy Wealth Partners (California) position in Q2 2021.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 1.29% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #15 holding.
  • Legacy Wealth Partners (California) first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2020 and has held it in 4 quarters since.
  • Legacy Wealth Partners (California)'s State Street SPDR Bloomberg High Yield Bond ETF position peaked at $2.68M in Q4 2020.
  • 525 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.