Center for Financial Planning’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Center for Financial Planning’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	$97	Hold	1	–	–	﹤0.01%	647
2026 Q1	$96	Sell	1 -110	-99%	-$10.7K	﹤0.01%	640
2025 Q4	$10.8K	Buy	111 +110	+11,000%	+$10.7K	﹤0.01%	485
2025 Q3	$98	Hold	1	–	–	﹤0.01%	648
2025 Q2	$98	Sell	1 -159	-99%	-$15.1K	﹤0.01%	634
2025 Q1	$15.2K	Hold	160	–	–	﹤0.01%	425
2024 Q4	$15.3K	Hold	160	–	–	﹤0.01%	373
2024 Q3	$15.6K	Hold	160	–	–	﹤0.01%	354
2024 Q2	$15.1K	Hold	160	–	–	﹤0.01%	345
2024 Q1	$15.2K	Hold	160	–	–	﹤0.01%	350
2023 Q4	$15.2K	Hold	160	–	–	﹤0.01%	326
2023 Q3	$14.5K	Hold	160	–	–	﹤0.01%	321
2023 Q2	$14.7K	Hold	160	–	–	﹤0.01%	345
2023 Q1	$14.9K	Hold	160	–	–	﹤0.01%	316
2022 Q4	$14.4K	Hold	160	–	–	﹤0.01%	316
2022 Q3	$14K	Hold	160	–	–	﹤0.01%	320
2022 Q2	$15K	Hold	160	–	–	﹤0.01%	318
2022 Q1	$16K	Hold	160	–	–	﹤0.01%	328
2021 Q4	$17K	Hold	160	–	–	﹤0.01%	326
2021 Q3	$17K	Hold	160	–	–	﹤0.01%	315
2021 Q2	$18K	Hold	160	–	–	﹤0.01%	313
2021 Q1	$17K	Hold	160	–	–	﹤0.01%	324
2020 Q4	$17K	Sell	160 -201	-56%	-$21.4K	﹤0.01%	304
2020 Q3	$38K	Buy	361 +140	+63%	+$14.6K	0.01%	210
2020 Q2	$22K	Hold	221	–	–	0.01%	249
2020 Q1	$21K	Buy	221 +115	+108%	+$12.1K	0.01%	253
2019 Q4	$12K	Buy	+106	New	+$11.5K	﹤0.01%	298

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

Center for Financial Planning's JNK Position: Q2 2026 in Review

Center for Financial Planning held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q2 2026 at 1 share worth $97. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Center for Financial Planning first reported a position in JNK in Q4 2019 and has held it in 27 quarters since. The position peaked at $38K in Q3 2020. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Center for Financial Planning held 1 share of State Street SPDR Bloomberg High Yield Bond ETF worth $97 as of Q2 2026.
Center for Financial Planning left its State Street SPDR Bloomberg High Yield Bond ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg High Yield Bond ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #647 holding.
Center for Financial Planning first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $38K in Q3 2020.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.