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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
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

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

Modera Wealth Management's JNK Position: Q2 2026 in Review

Modera Wealth Management increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 24% in Q2 2026, buying an estimated $906K and bringing the position to 48,499 shares worth $4.67M. 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 10 quarters since. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Modera Wealth Management held 48,499 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $4.67M as of Q2 2026.
  • Modera Wealth Management bought 9,408 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $906K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.05% of Modera Wealth Management's portfolio in Q2 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 10 quarters since.
  • 556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.