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

Medallion Wealth Advisors’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 		$612K Buy
6,396
+94
+1% +$9.11K 0.2% 106
2025
Q4 		$613K Buy
6,302
+50
+0.8% +$4.86K 0.21% 105
2025
Q3 		$613K Buy
6,252
+38
+0.6% +$3.69K 0.22% 110
2025
Q2 		$604K Sell
6,214
-28
-0.4% -$2.66K 0.23% 104
2025
Q1 		$595K Buy
6,242
+62
+1% +$5.96K 0.27% 90
2024
Q4 		$589K Buy
+6,180
New +$597K 0.29% 83

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

Medallion Wealth Advisors's JNK Position: Q1 2026 in Review

Medallion Wealth Advisors increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 1.5% in Q1 2026, buying an estimated $9.11K and bringing the position to 6,396 shares worth $612K. The position accounts for 0.2% of the portfolio, ranked #106.

Medallion Wealth Advisors first reported a position in JNK in Q4 2024 and has held it in 6 quarters since. The position peaked at $613K in Q3 2025. 546 funds tracked by Wall St. Rank hold JNK as of Q1 2026.

  • Medallion Wealth Advisors held 6,396 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $612K as of Q1 2026.
  • Medallion Wealth Advisors bought 94 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2026, an estimated $9.11K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.2% of Medallion Wealth Advisors's portfolio in Q1 2026, its #106 holding.
  • Medallion Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $613K in Q3 2025.
  • 546 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.