Stokes Family Office’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Stokes Family Office’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 Q4	–	Sell	-6,585	Closed	-$595K	–	280
2023 Q3	$595K	Hold	6,585	–	–	0.07%	169
2023 Q2	$606K	Hold	6,585	–	–	0.07%	157
2023 Q1	$611K	Hold	6,585	–	–	0.08%	153
2022 Q4	$593K	Buy	+6,585	New	+$595K	0.08%	146

Other funds holding JNK

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

OPAM

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

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

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

Stokes Family Office's JNK Position: Q4 2023 in Review

Stokes Family Office sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2023, closing a stake of 6,585 shares — an estimated $595K sold.

Stokes Family Office first reported a position in JNK in Q4 2022 and held it in 4 quarters. The position peaked at $611K in Q1 2023. 531 funds tracked by Wall St. Rank hold JNK as of Q4 2023.

Stokes Family Office reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
Stokes Family Office sold 6,585 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2023, an estimated $595K.
Stokes Family Office first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2022 and held it in 4 quarters.
Stokes Family Office's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $611K in Q1 2023.
531 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.