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 Q2	$12.1M	Buy	125,451 +14,118	+13%	+$1.36M	4.08%	5
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 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

Harper Investing's JNK Position: Q2 2026 in Review

Harper Investing increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 13% in Q2 2026, buying an estimated $1.36M and bringing the position to 125,451 shares worth $12.1M. The position accounts for 4.08% of the portfolio, ranked #5.

Harper Investing first reported a position in JNK in Q1 2022 and has held it in 15 quarters since. 557 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Harper Investing held 125,451 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $12.1M as of Q2 2026.
Harper Investing bought 14,118 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $1.36M.
State Street SPDR Bloomberg High Yield Bond ETF made up 4.08% of Harper Investing's portfolio in Q2 2026, its #5 holding.
Harper Investing first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2022 and has held it in 15 quarters since.
557 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.