SOA Wealth Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

SOA Wealth 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
2023 Q3	–	Sell	-18	Closed	-$1.66K	–	948
2023 Q2	$1.66K	Hold	18	–	–	﹤0.01%	742
2023 Q1	$1.67K	Hold	18	–	–	﹤0.01%	746
2022 Q4	$1.62K	Sell	18 -141	-89%	-$12.7K	﹤0.01%	755
2022 Q3	$13K	Buy	159 +18	+13%	+$1.68K	﹤0.01%	468
2022 Q2	$12K	Hold	141	–	–	﹤0.01%	471
2022 Q1	$14K	Hold	141	–	–	﹤0.01%	522
2021 Q4	$15K	Hold	141	–	–	﹤0.01%	498
2021 Q3	$15K	Sell	141 -141	-50%	-$15.4K	﹤0.01%	507
2021 Q2	$31K	Hold	282	–	–	0.01%	386
2021 Q1	$30K	Hold	282	–	–	0.01%	332
2020 Q4	$30K	Buy	+282	New	+$30.1K	0.01%	334

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OPAM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

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

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

SOA Wealth Advisors's JNK Position: Q3 2023 in Review

SOA Wealth Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2023, closing a stake of 18 shares — an estimated $1.66K sold.

SOA Wealth Advisors first reported a position in JNK in Q4 2020 and held it in 11 quarters. The position peaked at $31K in Q2 2021. 508 funds tracked by Wall St. Rank hold JNK as of Q3 2023.

SOA Wealth Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2023 after selling out during the quarter.
SOA Wealth Advisors sold 18 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2023, an estimated $1.66K.
SOA Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2020 and held it in 11 quarters.
SOA Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $31K in Q2 2021.
508 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2023.

Based on SOA Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.