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

Graetz Wealth’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 		$4.06M Buy
42,157
+12,170
+41% +$1.17M 3.24% 8
2026
Q1 		$2.87M Sell
29,987
-8,353
-22% -$809K 2.56% 10
2025
Q4 		$3.73M Buy
+38,340
New +$3.72M 3.39% 8

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

Graetz Wealth's JNK Position: Q2 2026 in Review

Graetz Wealth increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 41% in Q2 2026, buying an estimated $1.17M and bringing the position to 42,157 shares worth $4.06M. The position accounts for 3.24% of the portfolio, ranked #8.

Graetz Wealth first reported a position in JNK in Q4 2025 and has held it in 3 quarters since. 553 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Graetz Wealth held 42,157 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $4.06M as of Q2 2026.
  • Graetz Wealth bought 12,170 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $1.17M.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 3.24% of Graetz Wealth's portfolio in Q2 2026, its #8 holding.
  • Graetz Wealth first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 553 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Graetz Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.