Avidian Wealth Enterprises’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Avidian Wealth Enterprises’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	$320K	Sell	3,320 -32	-1%	-$3.08K	0.01%	579
2026 Q1	$321K	Hold	3,352	–	–	0.01%	535
2025 Q4	$326K	Hold	3,352	–	–	0.01%	459
2025 Q3	$328K	Hold	3,352	–	–	0.01%	454
2025 Q2	$326K	Hold	3,352	–	–	0.01%	425
2025 Q1	$319K	Sell	3,352 -209	-6%	-$20.1K	0.01%	403
2024 Q4	$340K	Hold	3,561	–	–	0.02%	376
2024 Q3	$348K	Hold	3,561	–	–	0.02%	367
2024 Q2	$336K	Sell	3,561 -213	-6%	-$20K	0.01%	369
2024 Q1	$359K	Sell	3,774 -1,432	-28%	-$135K	0.02%	324
2023 Q4	$493K	Buy	+5,206	New	+$475K	0.03%	268
2022 Q4	–	Sell	-21,741	Closed	-$1.91M	–	460
2022 Q3	$1.91M	Buy	+21,741	New	+$2.03M	0.14%	104
2021 Q3	–	Sell	-15,782	Closed	-$1.74M	–	408
2021 Q2	$1.74M	Buy	15,782 +1,464	+10%	+$160K	0.13%	98
2021 Q1	$1.56M	Buy	14,318 +10,414	+267%	+$1.13M	0.13%	94
2020 Q4	$425K	Buy	+3,904	New	+$416K	0.04%	209

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

Avidian Wealth Enterprises's JNK Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 0.95% in Q2 2026, selling an estimated $3.08K and leaving 3,320 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #579.

Avidian Wealth Enterprises first reported a position in JNK in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.91M in Q3 2022. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Avidian Wealth Enterprises held 3,320 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $320K as of Q2 2026.
Avidian Wealth Enterprises sold 32 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $3.08K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #579 holding.
Avidian Wealth Enterprises first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2020 and has held it in 15 quarters since.
Avidian Wealth Enterprises's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.91M in Q3 2022.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.