KF
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Kelsey Financial’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Kelsey Financial’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 		$1.57M Buy
16,244
+858
+6% +$82.6K 1.19% 14
2026
Q1 		$1.47M Buy
15,386
+342
+2% +$33.1K 1.29% 14
2025
Q4 		$1.46M Buy
+15,044
New +$1.46M 1.26% 14

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

Kelsey Financial's JNK Position: Q2 2026 in Review

Kelsey Financial increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 5.6% in Q2 2026, buying an estimated $82.6K and bringing the position to 16,244 shares worth $1.57M. The position accounts for 1.19% of the portfolio, ranked #14.

Kelsey Financial first reported a position in JNK in Q4 2025 and has held it in 3 quarters since. 554 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Kelsey Financial held 16,244 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $1.57M as of Q2 2026.
  • Kelsey Financial bought 858 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $82.6K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 1.19% of Kelsey Financial's portfolio in Q2 2026, its #14 holding.
  • Kelsey Financial first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 554 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Kelsey Financial's 13F filing for Q2 2026, filed 10 Aug 2026.