Atria Wealth Solutions’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.57M	Sell	16,098 -34,502	-68%	-$3.28M	0.04%	488
2025 Q1	$4.82M	Sell	50,600 -13,039	-20%	-$1.25M	0.06%	347
2024 Q4	$6.08M	Buy	63,639 +22,355	+54%	+$2.16M	0.07%	306
2024 Q3	$4.04M	Sell	41,284 -7,093	-15%	-$681K	0.04%	402
2024 Q2	$4.56M	Buy	48,377 +4,699	+11%	+$442K	0.05%	360
2024 Q1	$4.16M	Buy	43,678 +1,197	+3%	+$113K	0.05%	388
2023 Q4	$4.02M	Sell	42,481 -72,140	-63%	-$6.59M	0.05%	368
2023 Q3	$10.4M	Buy	114,621 +71,944	+169%	+$6.59M	0.15%	151
2023 Q2	$3.93M	Buy	42,677 +14,677	+52%	+$1.34M	0.05%	353
2023 Q1	$2.6M	Sell	28,000 -19,523	-41%	-$1.79M	0.04%	453
2022 Q4	$4.28M	Buy	+47,523	New	+$4.29M	0.07%	284
2022 Q2	–	Sell	-6,237	Closed	-$639K	–	1771
2022 Q1	$639K	Buy	+6,237	New	+$650K	0.01%	931

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's JNK Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 68% in Q2 2025, selling an estimated $3.28M and leaving 16,098 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #488.

Atria Wealth Solutions first reported a position in JNK in Q1 2022 and has held it in 12 quarters since. The position peaked at $10.4M in Q3 2023. 550 funds tracked by Wall St. Rank hold JNK as of Q2 2025.

Atria Wealth Solutions held 16,098 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $1.57M as of Q2 2025.
Atria Wealth Solutions sold 34,502 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2025, an estimated $3.28M.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #488 holding.
Atria Wealth Solutions first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $10.4M in Q3 2023.
550 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.