MGO One Seven’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

MGO One Seven’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 Q4	–	Sell	-3,272	Closed	-$320K	–	1101
2024 Q3	$320K	Buy	3,272 +52	+2%	+$4.99K	0.01%	745
2024 Q2	$304K	Buy	3,220 +30	+0.9%	+$2.82K	0.01%	762
2024 Q1	$304K	Sell	3,190 -133	-4%	-$12.6K	0.02%	720
2023 Q4	$315K	Buy	3,323 +17	+0.5%	+$1.55K	0.02%	687
2023 Q3	$299K	Buy	+3,306	New	+$303K	0.02%	614
2023 Q2	–	Sell	-9,855	Closed	-$915K	–	859
2023 Q1	$915K	Buy	+9,855	New	+$905K	0.06%	317
2022 Q1	–	Sell	-1,959	Closed	-$213K	–	702
2021 Q4	$213K	Buy	+1,959	New	+$212K	0.02%	602
2021 Q3	–	Sell	-2,271	Closed	-$250K	–	624
2021 Q2	$250K	Buy	+2,271	New	+$248K	0.03%	496
2021 Q1	–	Sell	-2,575	Closed	-$281K	–	565
2020 Q4	$281K	Buy	+2,575	New	+$275K	0.06%	380
2019 Q4	–	Sell	-2,893	Closed	-$315K	–	464
2019 Q3	$315K	Buy	+2,893	New	+$314K	0.09%	288
2019 Q1	–	Sell	-221	Closed	-$22K	–	1048
2018 Q4	$22K	Buy	+221	New	+$23.1K	0.01%	888
2018 Q1	$35K	Hold	329	–	–	0.02%	701
2017 Q4	$36K	Buy	+329	New	+$36.4K	0.02%	699

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MGO One Seven's JNK Position: Q4 2024 in Review

MGO One Seven sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2024, closing a stake of 3,272 shares — an estimated $320K sold.

MGO One Seven first reported a position in JNK in Q4 2017 and held it in 13 quarters. The position peaked at $915K in Q1 2023. 575 funds tracked by Wall St. Rank hold JNK as of Q4 2024.

MGO One Seven reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
MGO One Seven sold 3,272 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2024, an estimated $320K.
MGO One Seven first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2017 and held it in 13 quarters.
MGO One Seven's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $915K in Q1 2023.
575 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2024.

Based on MGO One Seven's 13F filing for Q4 2024, filed 14 Feb 2025.