Sowell Financial Services’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.14M | Buy |
22,362
+2,009
| +10% | +$195K | 0.08% | 272 |
|
|
2025
Q4 | $1.98M | Buy |
20,353
+1,046
| +5% | +$102K | 0.07% | 283 |
|
|
2025
Q3 | $1.89M | Buy |
19,307
+74
| +0.4% | +$7.19K | 0.07% | 292 |
|
|
2025
Q2 | $1.87M | Buy |
19,233
+1,295
| +7% | +$123K | 0.08% | 284 |
|
|
2025
Q1 | $1.71M | Buy |
17,938
+1,474
| +9% | +$142K | 0.08% | 271 |
|
|
2024
Q4 | $1.57M | Buy |
+16,464
| New | +$1.59M | 0.08% | 246 |
|
|
2024
Q2 | – | Sell |
-10,937
| Closed | -$1.04M | – | 550 |
|
|
2024
Q1 | $1.04M | Sell |
10,937
-10,716
| -49% | -$1.01M | 0.05% | 338 |
|
|
2023
Q4 | $2.05M | Buy |
+21,653
| New | +$1.98M | 0.11% | 204 |
|
|
2023
Q3 | – | Sell |
-29,082
| Closed | -$2.68M | – | 561 |
|
|
2023
Q2 | $2.68M | Sell |
29,082
-317
| -1% | -$29K | 0.15% | 162 |
|
|
2023
Q1 | $2.73M | Sell |
29,399
-18,413
| -39% | -$1.69M | 0.21% | 111 |
|
|
2022
Q4 | $4.3M | Buy |
+47,812
| New | +$4.32M | 0.28% | 92 |
|
|
2022
Q1 | – | Sell |
-155,997
| Closed | -$16.9M | – | 353 |
|
|
2021
Q4 | $16.9M | Buy |
155,997
+43,241
| +38% | +$4.68M | 0.97% | 15 |
|
|
2021
Q3 | $12.3M | Sell |
112,756
-57,891
| -34% | -$6.34M | 0.83% | 17 |
|
|
2021
Q2 | $18.8M | Buy |
170,647
+13,792
| +9% | +$1.5M | 1.24% | 8 |
|
|
2021
Q1 | $17.1M | Buy |
156,855
+29,497
| +23% | +$3.2M | 0.59% | 32 |
|
|
2020
Q4 | $13.9M | Buy |
127,358
+52,779
| +71% | +$5.63M | 0.59% | 41 |
|
|
2020
Q3 | $7.78M | Buy |
74,579
+47,571
| +176% | +$4.97M | 0.39% | 60 |
|
|
2020
Q2 | $2.73M | Buy |
27,008
+13,813
| +105% | +$1.38M | 0.15% | 129 |
|
|
2020
Q1 | $1.25M | Sell |
13,195
-19,836
| -60% | -$2.08M | 0.09% | 220 |
|
|
2019
Q4 | $3.62M | Sell |
33,031
-579
| -2% | -$62.8K | 0.28% | 74 |
|
|
2019
Q3 | $3.65M | Buy |
+33,610
| New | +$3.64M | 0.3% | 69 |
|
|
2019
Q1 | $1.41M | Sell |
13,062
-13,530
| -51% | -$1.43M | 0.16% | 141 |
|
|
2018
Q4 | $2.68M | Buy |
+26,592
| New | +$2.78M | 0.38% | 58 |
|
|
2018
Q3 | – | Sell |
-10,471
| Closed | -$1.13M | – | 425 |
|
|
2018
Q2 | $1.13M | Buy |
+10,471
| New | +$1.12M | 0.24% | 101 |
|
|
2018
Q1 | – | Sell |
-8,983
| Closed | -$992K | – | 291 |
|
|
2017
Q4 | $992K | Sell |
8,983
-21,580
| -71% | -$2.39M | 0.24% | 94 |
|
|
2017
Q3 | $3.4M | Buy |
30,563
+13,213
| +76% | +$1.47M | 0.89% | 31 |
|
|
2017
Q2 | $1.93M | Buy |
17,350
+2,569
| +17% | +$286K | 0.55% | 49 |
|
|
2017
Q1 | $1.66M | Buy |
14,781
+1,825
| +14% | +$201K | 0.49% | 57 |
|
|
2016
Q4 | $1.44M | Buy |
+12,956
| New | +$1.41M | 0.48% | 59 |
|
Other funds holding JNK
CCMG
AFI
JSTA
OPAM