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

Sutton 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	$2.8K	Hold	31	–	–	﹤0.01%	676
2023 Q2	$2.85K	Hold	31	–	–	﹤0.01%	650
2023 Q1	$2.88K	Hold	31	–	–	﹤0.01%	593
2022 Q4	$2.79K	Hold	31	–	–	﹤0.01%	1171
2022 Q3	$2.72K	Sell	31 -15	-33%	-$1.4K	﹤0.01%	1149
2022 Q2	$4.17K	Hold	46	–	–	﹤0.01%	1089
2022 Q1	$4.71K	Hold	46	–	–	﹤0.01%	1093
2021 Q4	$4.99K	Buy	46 +1	+2%	+$108	﹤0.01%	1071
2021 Q3	$4.92K	Hold	45	–	–	﹤0.01%	1055
2021 Q2	$4.95K	Buy	45 +2	+5%	+$218	﹤0.01%	1046
2021 Q1	$4.68K	Hold	43	–	–	﹤0.01%	1023
2020 Q4	$4.68K	Buy	43 +1	+2%	+$107	﹤0.01%	993
2020 Q3	$4.38K	Hold	42	–	–	﹤0.01%	960
2020 Q2	$4.25K	Buy	42 +4	+11%	+$398	﹤0.01%	949
2020 Q1	$3.6K	Buy	38 +3	+9%	+$315	﹤0.01%	926
2019 Q4	$3.83K	Buy	35 +14	+67%	+$1.52K	﹤0.01%	981
2019 Q3	$2.28K	Hold	21	–	–	﹤0.01%	1045
2019 Q2	$2.29K	Sell	21 -1	-5%	-$108	﹤0.01%	1036
2019 Q1	$2.34K	Sell	22 -2	-8%	-$212	﹤0.01%	1024
2018 Q4	$2.42K	Sell	24 -45	-65%	-$4.7K	﹤0.01%	977
2018 Q3	$7.5K	Buy	69 +48	+229%	+$5.16K	﹤0.01%	839
2018 Q2	$2.27K	Hold	21	–	–	﹤0.01%	999
2018 Q1	$2.26K	Buy	21 +2	+11%	+$218	﹤0.01%	995
2017 Q4	$2.09K	Buy	19 +1	+6%	+$111	﹤0.01%	962
2017 Q3	$2.05K	Buy	18 +15	+500%	+$1.67K	﹤0.01%	950
2017 Q2	$335	Buy	+3	New	+$334	﹤0.01%	1059

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 $5.29B AUM 8.96% 1-Year Est. Return

CCMG

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Sutton Wealth Advisors held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q3 2023 at 31 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Sutton Wealth Advisors first reported a position in JNK in Q2 2017 and has held it in 26 quarters since. The position peaked at $7.5K in Q3 2018. 508 funds tracked by Wall St. Rank hold JNK as of Q3 2023.

Sutton Wealth Advisors held 31 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $2.8K as of Q3 2023.
Sutton Wealth Advisors left its State Street SPDR Bloomberg High Yield Bond ETF share count unchanged in Q3 2023.
State Street SPDR Bloomberg High Yield Bond ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #676 holding.
Sutton Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2017 and has held it in 26 quarters since.
Sutton Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $7.5K in Q3 2018.
508 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.