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

Evolution 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
2026
Q2 		$30.6K Hold
318
– – 0.02% 390
2026
Q1 		$30.4K Sell
318
-24
-7% -$2.33K 0.02% 357
2025
Q4 		$33.2K Buy
342
+175
+105% +$17K 0.03% 292
2025
Q3 		$16.4K Hold
167
– – 0.02% 319
2025
Q2 		$16.2K Buy
+167
New +$15.9K 0.02% 309

Other funds holding JNK

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Evolution Wealth Management's JNK Position: Q2 2026 in Review

Evolution Wealth Management held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q2 2026 at 318 shares worth $30.6K. The position accounts for 0.02% of the portfolio, ranked #390.

Evolution Wealth Management first reported a position in JNK in Q2 2025 and has held it in 5 quarters since. The position peaked at $33.2K in Q4 2025. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Evolution Wealth Management held 318 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $30.6K as of Q2 2026.
  • Evolution Wealth Management 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 0.02% of Evolution Wealth Management's portfolio in Q2 2026, its #390 holding.
  • Evolution Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $33.2K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.