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Provence Wealth Management Group’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Provence Wealth Management Group’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
2023
Q4 		$63.4K Hold
669
– – 0.03% 207
2023
Q3 		$60.5K Buy
+669
New +$61.3K 0.04% 192

Other funds holding JNK

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Wells Fargo
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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Provence Wealth Management Group's JNK Position: Q4 2023 in Review

Provence Wealth Management Group held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q4 2023 at 669 shares worth $63.4K. The position accounts for 0.03% of the portfolio, ranked #207.

Provence Wealth Management Group first reported a position in JNK in Q3 2023 and has held it in 2 quarters since. 531 funds tracked by Wall St. Rank hold JNK as of Q4 2023.

  • Provence Wealth Management Group held 669 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $63.4K as of Q4 2023.
  • Provence Wealth Management Group left its State Street SPDR Bloomberg High Yield Bond ETF share count unchanged in Q4 2023.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.03% of Provence Wealth Management Group's portfolio in Q4 2023, its #207 holding.
  • Provence Wealth Management Group first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • 531 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.