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WR Wealth Planners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

WR Wealth Planners’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 		$893 Hold
9
– – ﹤0.01% 944
2024
Q3 		$895 Hold
9
– – ﹤0.01% 982
2024
Q2 		$848 Hold
9
– – ﹤0.01% 976
2024
Q1 		$857 Buy
+9
New +$851 ﹤0.01% 986

Other funds holding JNK

State Street
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WR Wealth Planners's JNK Position: Q4 2024 in Review

WR Wealth Planners held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q4 2024 at 9 shares worth $893. The position accounts for ﹤0.01% of the portfolio, ranked #944.

WR Wealth Planners first reported a position in JNK in Q1 2024 and has held it in 4 quarters since. The position peaked at $895 in Q3 2024. 576 funds tracked by Wall St. Rank hold JNK as of Q4 2024.

  • WR Wealth Planners held 9 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $893 as of Q4 2024.
  • WR Wealth Planners left its State Street SPDR Bloomberg High Yield Bond ETF share count unchanged in Q4 2024.
  • State Street SPDR Bloomberg High Yield Bond ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #944 holding.
  • WR Wealth Planners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $895 in Q3 2024.
  • 576 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.