JNK — SPDR SER TR

Ownership history in Plan A Wealth LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Plan A Wealth LLC reported a position in SPDR SER TR (JNK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.19% (2025 Q3)
Avg. % of fund
0.19%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 2,151 — — 0.19% $205K $94.84
% of Fund (quarterly)    JNK price (monthly, adj. close)

Other funds also holding JNK

As of 2025 Q4 — sorted by position size

Aristotle Pacific Capital, LLC 3Y 22.9% MOULTON WEALTH MANAGEMENT, INC 3Y 9.51% Crabel Capital Management, LLC 3Y 7Y 8.7% Ocean Park Asset Management, LLC 3Y 8.7% Navigation Wealth Management, Inc. 3Y 8.64% American Family Investments, Inc. 7.31% Somnio Financial Group, LLC 6.34% Japan Science & Technology Agency 3Y 5.18% Counterpoint Mutual Funds LLC 3Y 5.13% TOEWS CORP /ADV 3Y 4.65%
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