Avantax Advisory Services’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Avantax Advisory Services’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	$957K	Buy	9,839 +218	+2%	+$20.7K	0.01%	1196
2025 Q1	$917K	Buy	9,621 +1,868	+24%	+$180K	0.01%	1141
2024 Q4	$740K	Buy	7,753 +1,275	+20%	+$123K	﹤0.01%	1204
2024 Q3	$634K	Sell	6,478 -1,564	-19%	-$150K	﹤0.01%	1261
2024 Q2	$758K	Sell	8,042 -568	-7%	-$53.4K	0.01%	1131
2024 Q1	$820K	Sell	8,610 -808	-9%	-$76.4K	0.01%	830
2023 Q4	$892K	Sell	9,418 -298	-3%	-$27.2K	0.01%	749
2023 Q3	$878K	Sell	9,716 -2,367	-20%	-$217K	0.01%	738
2023 Q2	$1.11M	Sell	12,083 -903	-7%	-$82.7K	0.01%	647
2023 Q1	$1.21M	Sell	12,986 -663	-5%	-$60.9K	0.01%	594
2022 Q4	$1.23M	Buy	13,649 +259	+2%	+$23.4K	0.02%	560
2022 Q3	$1.18M	Buy	13,390 +281	+2%	+$26.2K	0.02%	512
2022 Q2	$1.19M	Buy	13,109 +379	+3%	+$36.6K	0.02%	502
2022 Q1	$1.3M	Sell	12,730 -14,169	-53%	-$1.48M	0.02%	474
2021 Q4	$2.92M	Buy	26,899 +7,238	+37%	+$784K	0.04%	295
2021 Q3	$2.15M	Buy	19,661 +1,977	+11%	+$217K	0.04%	322
2021 Q2	$1.94M	Buy	17,684 +504	+3%	+$55K	0.04%	329
2021 Q1	$1.87M	Buy	17,180 +1,236	+8%	+$134K	0.04%	303
2020 Q4	$1.73M	Sell	15,944 -18,766	-54%	-$2M	0.04%	293
2020 Q3	$3.62M	Buy	34,710 +23,631	+213%	+$2.47M	0.06%	253
2020 Q2	$1.13M	Sell	11,079 -179	-2%	-$17.8K	0.03%	319
2020 Q1	$1.07M	Buy	11,258 +1,633	+17%	+$171K	0.03%	288
2019 Q4	$1.05M	Buy	9,625 +4,149	+76%	+$450K	0.02%	328
2019 Q3	$594K	Buy	5,476 +2,598	+90%	+$282K	0.02%	293
2019 Q2	$313K	Buy	+2,878	New	+$311K	0.01%	386

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $16.2B AUM 29.8% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's JNK Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 2.3% in Q2 2025, buying an estimated $20.7K and bringing the position to 9,839 shares worth $957K. The position accounts for 0.01% of the portfolio, ranked #1196.

Avantax Advisory Services first reported a position in JNK in Q2 2019 and has held it in 25 quarters since. The position peaked at $3.62M in Q3 2020. 549 funds tracked by Wall St. Rank hold JNK as of Q2 2025.

Avantax Advisory Services held 9,839 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $957K as of Q2 2025.
Avantax Advisory Services bought 218 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2025, an estimated $20.7K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1196 holding.
Avantax Advisory Services first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2019 and has held it in 25 quarters since.
Avantax Advisory Services's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $3.62M in Q3 2020.
549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.