Tradewinds Capital Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Tradewinds Capital 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
2024 Q4	–	Sell	-102	Closed	-$9.97K	–	690
2024 Q3	$9.97K	Buy	+102	New	+$9.79K	﹤0.01%	350
2019 Q1	–	Sell	-95	Closed	-$10K	–	625
2018 Q4	$10K	Buy	+95	New	+$9.93K	﹤0.01%	384
2016 Q1	–	Sell	-28	Closed	-$3K	–	660
2015 Q4	$3K	Hold	28	–	–	﹤0.01%	497
2015 Q3	$3K	Buy	+28	New	+$3.13K	﹤0.01%	487

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

OPAM

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tradewinds Capital Management's JNK Position: Q4 2024 in Review

Tradewinds Capital Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2024, closing a stake of 102 shares — an estimated $9.97K sold.

Tradewinds Capital Management first reported a position in JNK in Q3 2015 and held it in 4 quarters. The position peaked at $10K in Q4 2018. 575 funds tracked by Wall St. Rank hold JNK as of Q4 2024.

Tradewinds Capital Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
Tradewinds Capital Management sold 102 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2024, an estimated $9.97K.
Tradewinds Capital Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2015 and held it in 4 quarters.
Tradewinds Capital Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $10K in Q4 2018.
575 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2024.

Based on Tradewinds Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.