Congress Wealth Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Congress Wealth Management’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	$577K	Buy	5,928 +418	+8%	+$39.7K	0.01%	873
2025 Q1	$525K	Buy	5,510 +916	+20%	+$88.1K	0.01%	806
2024 Q4	$439K	Sell	4,594 -7	-0.2%	-$676	0.01%	666
2024 Q3	$450K	Sell	4,601 -33,905	-88%	-$3.25M	0.01%	655
2024 Q2	$3.63M	Buy	38,506 +5	+0%	+$470	0.06%	289
2024 Q1	$3.67M	Buy	38,501 +560	+1%	+$53K	0.06%	257
2023 Q4	$3.59M	Buy	37,941 +333	+0.9%	+$30.4K	0.07%	254
2023 Q3	$3.4M	Buy	37,608 +32,298	+608%	+$2.96M	0.07%	254
2023 Q2	$489K	Sell	5,310 -467	-8%	-$42.8K	0.01%	416
2023 Q1	$536K	Buy	5,777 +108	+2%	+$9.92K	0.01%	411
2022 Q4	$510K	Sell	5,669 -111	-2%	-$10K	0.01%	404
2022 Q3	$508K	Buy	5,780 +31	+0.5%	+$2.89K	0.01%	405
2022 Q2	$521K	Sell	5,749 -152	-3%	-$14.7K	0.01%	401
2022 Q1	$604K	Sell	5,901 -372	-6%	-$38.8K	0.01%	417
2021 Q4	$681K	Buy	+6,273	New	+$680K	0.01%	422

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

Congress Wealth Management's JNK Position: Q2 2025 in Review

Congress Wealth Management increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 7.6% in Q2 2025, buying an estimated $39.7K and bringing the position to 5,928 shares worth $577K. The position accounts for 0.01% of the portfolio, ranked #873.

Congress Wealth Management first reported a position in JNK in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.67M in Q1 2024. 550 funds tracked by Wall St. Rank hold JNK as of Q2 2025.

Congress Wealth Management held 5,928 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $577K as of Q2 2025.
Congress Wealth Management bought 418 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2025, an estimated $39.7K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #873 holding.
Congress Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $3.67M in Q1 2024.
550 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.