AWM
JNK icon

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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AE Wealth Management's JNK Position: Q2 2026 in Review

AE Wealth Management increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 130% in Q2 2026, buying an estimated $1.11M and bringing the position to 20,469 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #664.

AE Wealth Management first reported a position in JNK in Q4 2016 and has held it in 39 quarters since. The position peaked at $12.3M in Q1 2017. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • AE Wealth Management held 20,469 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $1.97M as of Q2 2026.
  • AE Wealth Management bought 11,573 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $1.11M.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #664 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 39 quarters since.
  • AE Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $12.3M in Q1 2017.
  • 556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.