Mid Atlantic Financial Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$301K	Buy	2,755 +539	+24%	+$59.1K	0.02%	664
2021 Q2	$244K	Sell	2,216 -1,817	-45%	-$198K	0.02%	750
2021 Q1	$439K	Buy	4,033 +1,395	+53%	+$152K	0.03%	477
2020 Q4	$287K	Buy	2,638 +417	+19%	+$44.5K	0.02%	598
2020 Q3	$237K	Sell	2,221 -616	-22%	-$64.4K	0.02%	612
2020 Q2	$287K	Sell	2,837 -1,963	-41%	-$196K	0.03%	498
2020 Q1	$455K	Sell	4,800 -187	-4%	-$19.6K	0.05%	325
2019 Q4	$546K	Buy	4,987 +518	+12%	+$56.2K	0.05%	359
2019 Q3	$486K	Buy	4,469 +273	+7%	+$29.6K	0.05%	363
2019 Q2	$457K	Buy	4,196 +793	+23%	+$85.6K	0.05%	393
2019 Q1	$367K	Buy	3,403 +513	+18%	+$54.3K	0.04%	449
2018 Q4	$291K	Buy	+2,890	New	+$302K	0.04%	477

Other funds holding JNK

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

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

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

Mid Atlantic Financial Management's JNK Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 24% in Q3 2021, buying an estimated $59.1K and bringing the position to 2,755 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #664.

Mid Atlantic Financial Management first reported a position in JNK in Q4 2018 and has held it in 12 quarters since. The position peaked at $546K in Q4 2019. 515 funds tracked by Wall St. Rank hold JNK as of Q3 2021.

Mid Atlantic Financial Management held 2,755 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $301K as of Q3 2021.
Mid Atlantic Financial Management bought 539 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2021, an estimated $59.1K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #664 holding.
Mid Atlantic Financial Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $546K in Q4 2019.
515 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.