New England Capital Financial Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

New England Capital Financial Advisors’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 Q3	–	Sell	-487	Closed	-$45.9K	–	407
2024 Q2	$45.9K	Hold	487	–	–	0.03%	116
2024 Q1	$46.4K	Hold	487	–	–	0.03%	114
2023 Q4	$46.2K	Hold	487	–	–	0.03%	118
2023 Q3	$44.1K	Hold	487	–	–	0.03%	115
2023 Q2	$44.8K	Hold	487	–	–	0.03%	120
2023 Q1	$45.2K	Hold	487	–	–	0.03%	123
2022 Q4	$45.5K	Buy	+487	New	+$44K	0.03%	125

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

OPAM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

New England Capital Financial Advisors's JNK Position: Q3 2024 in Review

New England Capital Financial Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2024, closing a stake of 487 shares — an estimated $45.9K sold.

New England Capital Financial Advisors first reported a position in JNK in Q4 2022 and held it in 7 quarters. The position peaked at $46.4K in Q1 2024. 552 funds tracked by Wall St. Rank hold JNK as of Q3 2024.

New England Capital Financial Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
New England Capital Financial Advisors sold 487 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2024, an estimated $45.9K.
New England Capital Financial Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2022 and held it in 7 quarters.
New England Capital Financial Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $46.4K in Q1 2024.
552 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2024.

Based on New England Capital Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.