Modera Wealth Management
JNK icon

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

Modera 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
Q3 		$4.85M Buy
52,324
+3,825
+8% +$365K 0.05% 190
2026
Q2 		$4.67M Buy
48,499
+9,408
+24% +$906K 0.05% 190
2026
Q1 		$3.74M Buy
39,091
+4,565
+13% +$442K 0.04% 201
2025
Q4 		$3.36M Buy
34,526
+4,081
+13% +$396K 0.04% 220
2025
Q3 		$2.98M Buy
30,445
+1,942
+7% +$189K 0.03% 230
2025
Q2 		$2.77M Buy
28,503
+744
+3% +$70.7K 0.03% 231
2025
Q1 		$2.65M Buy
27,759
+72
+0.3% +$6.92K 0.04% 221
2024
Q4 		$2.64M Buy
27,687
+16,834
+155% +$1.62M 0.03% 226
2024
Q3 		$1.06M Buy
10,853
+4,238
+64% +$407K 0.01% 305
2024
Q2 		$624K Buy
6,615
+190
+3% +$17.9K 0.01% 356
2024
Q1 		$612K Buy
+6,425
New +$608K 0.01% 367

Other funds holding JNK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Silverleafe Capital Partners
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Strategic Investment Management
Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return

Modera Wealth Management's JNK Position: Q3 2026 in Review

Modera Wealth Management increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 7.9% in Q3 2026, buying an estimated $365K and bringing the position to 52,324 shares worth $4.85M. The position accounts for 0.05% of the portfolio, ranked #190.

Modera Wealth Management first reported a position in JNK in Q1 2024 and has held it in 11 quarters since. 166 funds tracked by Wall St. Rank hold JNK as of Q3 2026.

  • Modera Wealth Management held 52,324 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $4.85M as of Q3 2026.
  • Modera Wealth Management bought 3,825 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2026, an estimated $365K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.05% of Modera Wealth Management's portfolio in Q3 2026, its #190 holding.
  • Modera Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • 166 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.