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

Selective Wealth Management’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 Q4	–	Sell	-287	Closed	-$25K	–	440
2022 Q3	$25K	Hold	287	–	–	0.01%	395
2022 Q2	$26K	Buy	287 +196	+215%	+$18.9K	0.01%	430
2022 Q1	$9K	Buy	91 +59	+184%	+$6.15K	﹤0.01%	542
2021 Q4	$3K	Buy	32 +5	+19%	+$542	﹤0.01%	586
2021 Q3	$3K	Buy	+27	New	+$2.96K	﹤0.01%	523
2020 Q3	–	Sell	-175	Closed	-$18K	–	369
2020 Q2	$18K	Hold	175	–	–	0.01%	188
2020 Q1	$17K	Hold	175	–	–	0.03%	122
2019 Q4	$19K	Hold	175	–	–	0.02%	123
2019 Q3	$19K	Buy	+175	New	+$19K	0.03%	126

Other funds holding JNK

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCMG

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

Selective Wealth Management's JNK Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2022, closing a stake of 287 shares — an estimated $25K sold.

Selective Wealth Management first reported a position in JNK in Q3 2019 and held it in 9 quarters. The position peaked at $26K in Q2 2022. 536 funds tracked by Wall St. Rank hold JNK as of Q4 2022.

Selective Wealth Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 287 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2022, an estimated $25K.
Selective Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2019 and held it in 9 quarters.
Selective Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $26K in Q2 2022.
536 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.