McKinley Carter Wealth Services’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

McKinley Carter Wealth Services’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
2022 Q4	–	Sell	-3,144	Closed	-$276K	–	294
2022 Q3	$276K	Sell	3,144 -1,948	-38%	-$181K	0.03%	240
2022 Q2	$462K	Sell	5,092 -1,831	-26%	-$177K	0.04%	205
2022 Q1	$710K	Sell	6,923 -921	-12%	-$96K	0.06%	173
2021 Q4	$852K	Sell	7,844 -2,157	-22%	-$234K	0.06%	152
2021 Q3	$1.09M	Sell	10,001 -1,453	-13%	-$159K	0.09%	136
2021 Q2	$1.26M	Sell	11,454 -185	-2%	-$20.2K	0.1%	132
2021 Q1	$1.27M	Sell	11,639 -1,413	-11%	-$153K	0.11%	138
2020 Q4	$1.42M	Buy	+13,052	New	+$1.39M	0.19%	109

Other funds holding JNK

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

CCMG

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

McKinley Carter Wealth Services's JNK Position: Q4 2022 in Review

McKinley Carter Wealth Services sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2022, closing a stake of 3,144 shares — an estimated $276K sold.

McKinley Carter Wealth Services first reported a position in JNK in Q4 2020 and held it in 8 quarters. The position peaked at $1.42M in Q4 2020. 536 funds tracked by Wall St. Rank hold JNK as of Q4 2022.

McKinley Carter Wealth Services reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
McKinley Carter Wealth Services sold 3,144 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2022, an estimated $276K.
McKinley Carter Wealth Services first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2020 and held it in 8 quarters.
McKinley Carter Wealth Services's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.42M in Q4 2020.
536 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2022, filed 8 Feb 2023.