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Schaeffer Financial’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Schaeffer Financial’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
-2,301
Closed -$220K – 17
2024
Q4 		$220K Buy
+2,301
New +$222K 0.22% 15

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 $58.2B AUM 22.78% 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

Schaeffer Financial's JNK Position: Q1 2025 in Review

Schaeffer Financial sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2025, closing a stake of 2,301 shares — an estimated $220K sold.

Schaeffer Financial first reported a position in JNK in Q4 2024 and held it in 1 quarter. The position peaked at $220K in Q4 2024. 553 funds tracked by Wall St. Rank hold JNK as of Q1 2025.

  • Schaeffer Financial reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Schaeffer Financial sold 2,301 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2025, an estimated $220K.
  • Schaeffer Financial first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2024 and held it in 1 quarter.
  • Schaeffer Financial's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $220K in Q4 2024.
  • 553 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2025.

Based on Schaeffer Financial's 13F filing for Q1 2025, filed 7 May 2025.