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Apella Capital’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Apella Capital’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
Q2 		$6.18M Sell
64,333
-3,017
-4% -$291K 0.09% 149
2026
Q1 		$6.54M Sell
67,350
-5,315
-7% -$515K 0.1% 144
2025
Q4 		$7.06M Sell
72,665
-8,145
-10% -$791K 0.14% 116
2025
Q3 		$7.84M Sell
80,810
-14,413
-15% -$1.4M 0.17% 98
2025
Q2 		$9.19M Sell
95,223
-16,915
-15% -$1.61M 0.25% 76
2025
Q1 		$10.5M Sell
112,138
-32,233
-22% -$3.1M 0.36% 59
2024
Q4 		$13.8M Sell
144,371
-6,823
-5% -$659K 0.53% 41
2024
Q3 		$14.7M Buy
151,194
+13,351
+10% +$1.28M 0.6% 37
2024
Q2 		$13M Buy
137,843
+11,025
+9% +$1.04M 0.58% 37
2024
Q1 		$12M Buy
126,818
+12,124
+11% +$1.15M 0.6% 37
2023
Q4 		$10.8M Buy
114,694
+5,273
+5% +$481K 0.6% 40
2023
Q3 		$9.89M Buy
109,421
+8,182
+8% +$749K 0.7% 37
2023
Q2 		$9.32M Buy
+101,239
New +$9.27M 0.66% 39
2022
Q4 		$6.93M Buy
77,028
+28,475
+59% +$2.57M 0.63% 41
2022
Q3 		$4.26M Buy
48,553
+5,453
+13% +$508K 0.5% 47
2022
Q2 		$3.91M Buy
43,100
+9,034
+27% +$871K 0.47% 45
2022
Q1 		$3.49M Buy
34,066
+7,880
+30% +$821K 0.49% 41
2021
Q4 		$2.84M Buy
26,186
+11,029
+73% +$1.19M 0.36% 48
2021
Q3 		$1.66M Buy
15,157
+7,174
+90% +$786K 0.24% 72
2021
Q2 		$878K Buy
7,983
+4,894
+158% +$534K 0.14% 94
2021
Q1 		$336K Buy
3,089
+935
+43% +$102K 0.11% 102
2020
Q4 		$235K Buy
2,154
+115
+6% +$12.3K 0.08% 117
2020
Q3 		$213K Buy
+2,039
New +$213K 0.09% 116

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

Apella Capital's JNK Position: Q2 2026 in Review

Apella Capital reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 4.5% in Q2 2026, selling an estimated $291K and leaving 64,333 shares worth $6.18M. The position accounts for 0.09% of the portfolio, ranked #149.

Apella Capital first reported a position in JNK in Q3 2020 and has held it in 23 quarters since. The position peaked at $14.7M in Q3 2024. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Apella Capital held 64,333 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $6.18M as of Q2 2026.
  • Apella Capital sold 3,017 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $291K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.09% of Apella Capital's portfolio in Q2 2026, its #149 holding.
  • Apella Capital first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Apella Capital's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $14.7M in Q3 2024.
  • 556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.