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Plan A Wealth’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Plan A Wealth’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
2025
Q1 		– Sell
-2,151
Closed -$205K – 126
2024
Q4 		$205K Buy
+2,151
New +$208K 0.19% 83

Other funds holding JNK

State Street
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Plan A Wealth's JNK Position: Q1 2025 in Review

Plan A Wealth sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2025, closing a stake of 2,151 shares — an estimated $205K sold.

Plan A Wealth first reported a position in JNK in Q4 2024 and held it in 1 quarter. The position peaked at $205K in Q4 2024. 552 funds tracked by Wall St. Rank hold JNK as of Q1 2025.

  • Plan A Wealth reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Plan A Wealth sold 2,151 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2025, an estimated $205K.
  • Plan A Wealth first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2024 and held it in 1 quarter.
  • Plan A Wealth's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $205K in Q4 2024.
  • 552 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2025.

Based on Plan A Wealth's 13F filing for Q1 2025, filed 6 Nov 2025.