Schechter Investment Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Schechter Investment 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
2025 Q1	$678K	Buy	7,117 +190	+3%	+$18.3K	0.06%	300
2024 Q4	$661K	Buy	6,927 +207	+3%	+$20K	0.05%	322
2024 Q3	$657K	Sell	6,720 -36	-0.5%	-$3.45K	0.05%	341
2024 Q2	$637K	Sell	6,756 -1,624	-19%	-$153K	0.05%	323
2024 Q1	$798K	Sell	8,380 -80,830	-91%	-$7.65M	0.06%	285
2023 Q4	$8.45M	Buy	89,210 +80,918	+976%	+$7.39M	0.73%	29
2023 Q3	$750K	Sell	8,292 -595	-7%	-$54.5K	0.07%	270
2023 Q2	$818K	Sell	8,887 -28	-0.3%	-$2.56K	0.07%	279
2023 Q1	$827K	Buy	8,915 +109	+1%	+$10K	0.08%	294
2022 Q4	$793K	Buy	8,806 +825	+10%	+$74.5K	0.07%	365
2022 Q3	$701K	Buy	7,981 +490	+7%	+$45.6K	0.07%	399
2022 Q2	$680K	Sell	7,491 -742	-9%	-$71.6K	0.07%	421
2022 Q1	$844K	Sell	8,233 -1,643	-17%	-$171K	0.08%	369
2021 Q4	$1.07M	Buy	+9,876	New	+$1.07M	0.1%	280

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Schechter Investment Advisors's JNK Position: Q1 2025 in Review

Schechter Investment Advisors increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 2.7% in Q1 2025, buying an estimated $18.3K and bringing the position to 7,117 shares worth $678K. The position accounts for 0.06% of the portfolio, ranked #300.

Schechter Investment Advisors first reported a position in JNK in Q4 2021 and has held it in 14 quarters since. The position peaked at $8.45M in Q4 2023. 552 funds tracked by Wall St. Rank hold JNK as of Q1 2025.

Schechter Investment Advisors held 7,117 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $678K as of Q1 2025.
Schechter Investment Advisors bought 190 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2025, an estimated $18.3K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #300 holding.
Schechter Investment Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $8.45M in Q4 2023.
552 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.