AE Wealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

AE Wealth 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
2026 Q1	$852K	Buy	8,896 +3,914	+79%	+$379K	﹤0.01%	887
2025 Q4	$484K	Sell	4,982 -7,774	-61%	-$755K	﹤0.01%	1066
2025 Q3	$1.25M	Buy	12,756 +3,144	+33%	+$305K	0.01%	698
2025 Q2	$935K	Buy	9,612 +5,476	+132%	+$520K	0.01%	741
2025 Q1	$394K	Sell	4,136 -10,495	-72%	-$1.01M	﹤0.01%	991
2024 Q4	$1.4M	Buy	14,631 +8,544	+140%	+$825K	0.01%	630
2024 Q3	$595K	Sell	6,087 -3,315	-35%	-$318K	0.01%	835
2024 Q2	$886K	Sell	9,402 -2,561	-21%	-$241K	0.01%	730
2024 Q1	$1.14M	Sell	11,963 -42,342	-78%	-$4.01M	0.01%	627
2023 Q4	$5.16M	Sell	54,305 -45,566	-46%	-$4.16M	0.03%	577
2023 Q3	$9.03M	Buy	99,871 +37,859	+61%	+$3.47M	0.05%	401
2023 Q2	$5.71M	Buy	62,012 +44,050	+245%	+$4.03M	0.03%	503
2023 Q1	$1.67M	Sell	17,962 -37,245	-67%	-$3.42M	0.01%	861
2022 Q4	$4.97M	Buy	55,207 +39,741	+257%	+$3.59M	0.04%	484
2022 Q3	$1.36M	Sell	15,466 -5,824	-27%	-$543K	0.01%	827
2022 Q2	$1.93M	Sell	21,290 -654	-3%	-$63.1K	0.02%	681
2022 Q1	$2.25M	Sell	21,944 -28,229	-56%	-$2.94M	0.02%	676
2021 Q4	$5.45M	Sell	50,173 -10,535	-17%	-$1.14M	0.04%	397
2021 Q3	$6.64M	Sell	60,708 -10,238	-14%	-$1.12M	0.05%	315
2021 Q2	$7.8M	Sell	70,946 -79	-0.1%	-$8.61K	0.07%	263
2021 Q1	$7.73M	Buy	71,025 +7,029	+11%	+$764K	0.08%	246
2020 Q4	$6.97M	Buy	63,996 +2,936	+5%	+$313K	0.08%	228
2020 Q3	$6.37M	Buy	61,060 +19,223	+46%	+$2.01M	0.09%	199
2020 Q2	$4.23M	Sell	41,837 -3,983	-9%	-$397K	0.07%	249
2020 Q1	$4.34M	Buy	45,820 +5,373	+13%	+$564K	0.1%	184
2019 Q4	$4.43M	Sell	40,447 -5,149	-11%	-$558K	0.1%	195
2019 Q3	$4.96M	Buy	45,596 +27,566	+153%	+$2.99M	0.14%	144
2019 Q2	$1.96M	Sell	18,030 -15,870	-47%	-$1.71M	0.06%	245
2019 Q1	$3.66M	Buy	33,900 +10,071	+42%	+$1.07M	0.25%	83
2018 Q4	$2.4M	Sell	23,829 -10,411	-30%	-$1.09M	0.41%	63
2018 Q3	$3.7M	Buy	34,240 +18,145	+113%	+$1.95M	0.2%	85
2018 Q2	$1.71M	Sell	16,095 -288	-2%	-$30.9K	0.12%	112
2018 Q1	$1.76M	Sell	16,383 -12,017	-42%	-$1.31M	0.14%	101
2017 Q4	$3.13M	Buy	28,400 +5,519	+24%	+$611K	0.28%	67
2017 Q3	$2.56M	Sell	22,881 -20,850	-48%	-$2.32M	0.24%	69
2017 Q2	$4.88M	Sell	43,731 -66,972	-60%	-$7.45M	0.58%	34
2017 Q1	$12.3M	Buy	110,703 +100,682	+1,005%	+$11.1M	2.27%	5
2016 Q4	$1.1M	Buy	+10,021	New	+$1.09M	0.44%	49

Other funds holding JNK

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

CCMG

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

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

OPAM

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

AE Wealth Management's JNK Position: Q1 2026 in Review

AE Wealth Management increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 79% in Q1 2026, buying an estimated $379K and bringing the position to 8,896 shares worth $852K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

AE Wealth Management first reported a position in JNK in Q4 2016 and has held it in 38 quarters since. The position peaked at $12.3M in Q1 2017. 546 funds tracked by Wall St. Rank hold JNK as of Q1 2026.

AE Wealth Management held 8,896 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $852K as of Q1 2026.
AE Wealth Management bought 3,914 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2026, an estimated $379K.
State Street SPDR Bloomberg High Yield Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #887 holding.
AE Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2016 and has held it in 38 quarters since.
AE Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $12.3M in Q1 2017.
546 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.