HI
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Harper Investing’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Harper Investing’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
Q1 		$10.7M Buy
111,333
+2,237
+2% +$217K 4.65% 4
2025
Q4 		$10.6M Buy
109,096
+10,580
+11% +$1.03M 4.57% 4
2025
Q3 		$9.65M Buy
98,516
+14,026
+17% +$1.36M 4.6% 5
2025
Q2 		$8.22M Sell
84,490
-11,762
-12% -$1.12M 4.6% 5
2025
Q1 		$9.17M Buy
96,252
+13,198
+16% +$1.27M 6.08% 4
2024
Q4 		$7.93M Sell
83,054
-8,055
-9% -$777K 5.85% 4
2024
Q3 		$8.91M Buy
91,109
+15,151
+20% +$1.45M 5.84% 4
2024
Q2 		$7.16M Buy
75,958
+38,735
+104% +$3.64M 7.05% 3
2024
Q1 		$3.54M Buy
+37,223
New +$3.52M 4.17% 4
2023
Q2 		– Sell
-5,513
Closed -$512K – 18
2023
Q1 		$512K Sell
5,513
-10,912
-66% -$1M 0.64% 12
2022
Q4 		$1.48M Sell
16,425
-23,457
-59% -$2.12M 1.82% 8
2022
Q3 		$3.5M Sell
39,882
-1,059
-3% -$98.7K 3.59% 8
2022
Q2 		$3.71M Buy
40,941
+1,803
+5% +$174K 3.77% 7
2022
Q1 		$4.01M Buy
+39,138
New +$4.08M 3.72% 8

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return