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

OPAM

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

SFG

Somnio Financial Group Glastonbury, Connecticut $169M AUM 15.04% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

NWM

Navigation Wealth Management Fort Collins, Colorado $72.6M AUM 19.86% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

GTWM

Global Trust Wealth Management West Palm Beach, Florida $145M AUM

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. 72 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.
72 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.