Wealthspire Advisors (Maryland)’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$299K	Buy	+2,868	New	+$300K	0.01%	344
2019 Q2	–	Sell	-8	Closed	-$1K	–	1244
2019 Q1	$1K	Buy	8 +1	+14%	+$106	﹤0.01%	2348
2018 Q4	$1K	Sell	7 -10	-59%	-$1.04K	﹤0.01%	2285
2018 Q3	$2K	Buy	17 +10	+143%	+$1.07K	﹤0.01%	2164
2018 Q2	$1K	Hold	7	–	–	﹤0.01%	2318
2018 Q1	$1K	Hold	7	–	–	﹤0.01%	2348
2017 Q4	$1K	Sell	7 -25	-78%	-$2.77K	﹤0.01%	2295
2017 Q3	$4K	Sell	32 -17	-35%	-$1.89K	﹤0.01%	1851
2017 Q2	$6K	Sell	49 -50	-51%	-$5.56K	﹤0.01%	1711
2017 Q1	$11K	Buy	99 +75	+313%	+$8.28K	﹤0.01%	1305
2016 Q4	$3K	Buy	24 +1	+4%	+$109	﹤0.01%	1481
2016 Q3	$3K	Hold	23	–	–	﹤0.01%	1477
2016 Q2	$2K	Sell	23 -16	-41%	-$1.68K	﹤0.01%	1518
2016 Q1	$4K	Buy	39 +1	+3%	+$100	﹤0.01%	1390
2015 Q4	$4K	Buy	+38	New	+$4.03K	﹤0.01%	1399

Other funds holding JNK

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s JNK Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2020: 2,868 shares worth $299K. The stake represents 0.01% of the portfolio and ranks #344 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in JNK as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in JNK in Q4 2015 and has held it in 15 quarters since. 478 funds tracked by Wall St. Rank hold JNK as of Q3 2020.

Wealthspire Advisors (Maryland) held 2,868 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $299K as of Q3 2020.
State Street SPDR Bloomberg High Yield Bond ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #344 holding.
Wealthspire Advisors (Maryland) first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2015 and has held it in 15 quarters since.
478 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.