Northwest & Ethical Investments’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Northwest & Ethical Investments’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 Q1	–	Sell	-103,300	Closed	-$11.2M	–	418
2021 Q4	$11.2M	Buy	103,300 +8,800	+9%	+$953K	0.33%	93
2021 Q3	$10.3M	Buy	94,500 +31,300	+50%	+$3.43M	0.34%	93
2021 Q2	$6.95M	Buy	+63,200	New	+$6.89M	0.23%	127
2020 Q1	–	Sell	-96,566	Closed	-$10.6M	–	375
2019 Q4	$10.6M	Sell	96,566 -52,999	-35%	-$5.75M	0.48%	60
2019 Q3	$16.3M	Buy	149,565 +32,300	+28%	+$3.5M	0.79%	27
2019 Q2	$12.8M	Sell	117,265 -70,268	-37%	-$7.58M	0.64%	36
2019 Q1	$20.2M	Buy	+187,533	New	+$19.9M	1.06%	13
2018 Q4	–	Sell	-90,183	Closed	-$9.75M	–	391
2018 Q3	$9.75M	Sell	90,183 -1,000	-1%	-$107K	0.61%	35
2018 Q2	$9.71M	Buy	91,183 +21,000	+30%	+$2.26M	0.64%	34
2018 Q1	$7.55M	Buy	70,183 +48,766	+228%	+$5.31M	0.51%	47
2017 Q4	$2.36M	Buy	21,417 +21,084	+6,332%	+$2.34M	0.15%	193
2017 Q3	$37.3K	Buy	+333	New	+$37.1K	﹤0.01%	351

Other funds holding JNK

Jane Street New York $777B AUM 61.18% 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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

Toews Corporation Northfield, New Jersey $259M AUM 5.15% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Northwest & Ethical Investments's JNK Position: Q1 2022 in Review

Northwest & Ethical Investments sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2022, closing a stake of 103,300 shares — an estimated $11.2M sold.

Northwest & Ethical Investments first reported a position in JNK in Q3 2017 and held it in 12 quarters. The position peaked at $20.2M in Q1 2019. 519 funds tracked by Wall St. Rank hold JNK as of Q1 2022.

Northwest & Ethical Investments reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2022 after selling out during the quarter.
Northwest & Ethical Investments sold 103,300 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2022, an estimated $11.2M.
Northwest & Ethical Investments first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2017 and held it in 12 quarters.
Northwest & Ethical Investments's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $20.2M in Q1 2019.
519 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2022.

Based on Northwest & Ethical Investments's 13F filing for Q1 2022, filed 9 Jul 2025.