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
2021 Q1	–	Sell	-10,500	Closed	-$5K	–	1531
2020 Q4	$5K	Buy	10,500 +2,300	+28%	+$245K	﹤0.01%	1349
2020 Q3	$2K	Sell	8,200 -700	-8%	-$73.2K	﹤0.01%	1268
2020 Q2	$7K	Buy	+8,900	New	+$886K	﹤0.01%	1244

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.