MWM
JNK icon

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

Maridea 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
Q1 		$280K Sell
2,929
-1,268
-30% -$123K 0.04% 364
2025
Q4 		$408K Buy
4,197
+17
+0.4% +$1.65K 0.06% 286
2025
Q3 		$407K Buy
+4,180
New +$406K 0.06% 282

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 $530B 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

Maridea Wealth Management's JNK Position: Q1 2026 in Review

Maridea Wealth Management reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 30% in Q1 2026, selling an estimated $123K and leaving 2,929 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #364.

Maridea Wealth Management first reported a position in JNK in Q3 2025 and has held it in 3 quarters since. The position peaked at $408K in Q4 2025. 546 funds tracked by Wall St. Rank hold JNK as of Q1 2026.

  • Maridea Wealth Management held 2,929 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $280K as of Q1 2026.
  • Maridea Wealth Management sold 1,268 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2026, an estimated $123K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.04% of Maridea Wealth Management's portfolio in Q1 2026, its #364 holding.
  • Maridea Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Maridea Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $408K in Q4 2025.
  • 546 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.