Arkadios Wealth Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Arkadios Wealth Advisors’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	$2.18M	Buy	22,671 +953	+4%	+$91.8K	0.03%	502
2026 Q1	$2.08M	Buy	21,718 +7,781	+56%	+$754K	0.03%	494
2025 Q4	$1.35M	Buy	13,937 +856	+7%	+$83.1K	0.03%	581
2025 Q3	$1.28M	Buy	13,081 +813	+7%	+$79K	0.03%	543
2025 Q2	$1.19M	Buy	12,268 +301	+3%	+$28.6K	0.04%	502
2025 Q1	$1.14M	Buy	+11,967	New	+$1.15M	0.04%	423
2022 Q4	–	Sell	-5,118	Closed	-$450K	–	575
2022 Q3	$450K	Buy	5,118 +276	+6%	+$25.7K	0.07%	289
2022 Q2	$439K	Buy	4,842 +351	+8%	+$33.9K	0.07%	308
2022 Q1	$460K	Sell	4,491 -10	-0.2%	-$1.04K	0.06%	333
2021 Q4	$489K	Sell	4,501 -192	-4%	-$20.8K	0.06%	330
2021 Q3	$513K	Sell	4,693 -9	-0.2%	-$986	0.07%	282
2021 Q2	$517K	Buy	4,702 +666	+17%	+$72.6K	0.06%	325
2021 Q1	$439K	Buy	4,036 +4,027	+44,744%	+$437K	0.07%	271
2020 Q4	$0	Buy	+9	New	+$960	﹤0.01%	1410

Other funds holding JNK

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Arkadios Wealth Advisors's JNK Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 4.4% in Q2 2026, buying an estimated $91.8K and bringing the position to 22,671 shares worth $2.18M. The position accounts for 0.03% of the portfolio, ranked #502.

Arkadios Wealth Advisors first reported a position in JNK in Q4 2020 and has held it in 14 quarters since. 555 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Arkadios Wealth Advisors held 22,671 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $2.18M as of Q2 2026.
Arkadios Wealth Advisors bought 953 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $91.8K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #502 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2020 and has held it in 14 quarters since.
555 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.