MD
JNK icon

Money Design’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Money Design’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
2025
Q2 		$86.6M Buy
3,399,510
+173,582
+5% +$16.5M 4.05% 9
2025
Q1 		$81.2M Sell
3,225,928
-23,599
-0.7% -$2.27M 4.05% 9
2024
Q4 		$82.1M Buy
3,249,527
+201,699
+7% +$19.5M 4.21% 7
2024
Q3 		$78.5M Buy
3,047,828
+24,155
+0.8% +$2.32M 3.91% 9
2024
Q2 		$75.5M Buy
3,023,673
+55,229
+2% +$5.19M 4.07% 9
2024
Q1 		$74.9M Buy
2,968,444
+234,596
+9% +$22.2M 4.07% 7
2023
Q4 		$68.7M Buy
2,733,848
+12,549
+0.5% +$1.15M 3.88% 8
2023
Q3 		$66.6M Buy
2,721,299
+87,354
+3% +$8M 4.04% 6
2023
Q2 		$65.1M Buy
2,633,945
+21,277
+0.8% +$1.95M 3.85% 8
2023
Q1 		$64.9M Buy
2,612,668
+134,939
+5% +$12.4M 3.83% 6
2022
Q4 		$60.1M Buy
2,477,729
+168,492
+7% +$15.2M 3.76% 6
2022
Q3 		$54.9M Buy
2,309,237
+41,984
+2% +$3.91M 3.89% 6
2022
Q2 		$54.7M Buy
2,267,253
+10,834
+0.5% +$1.04M 4.09% 7
2022
Q1 		$59.2M Buy
2,256,419
+177,653
+9% +$18.5M 4.01% 5
2021
Q4 		$56.4M Buy
2,078,766
+123,767
+6% +$13.4M 3.81% 5
2021
Q3 		$53.5M Buy
1,954,999
+88,177
+5% +$9.66M 4.42% 6
2021
Q2 		$51.5M Buy
1,866,822
+72,824
+4% +$7.94M 5.31% 4
2021
Q1 		$49M Buy
1,793,998
+297,980
+20% +$32.4M 5.71% 4
2020
Q4 		$40.3M Sell
1,496,018
-106,251
-7% -$11.3M 4.61% 6
2020
Q3 		$41.5M Buy
1,602,269
+116,293
+8% +$12.2M 4.97% 6
2020
Q2 		$37.4M Buy
1,485,976
+228,975
+18% +$22.8M 5.33% 3
2020
Q1 		$29.6M Buy
1,257,001
+146,294
+13% +$15.4M 5.24% 8
2019
Q4 		$29.9M Buy
1,110,707
+172,766
+18% +$18.7M 5.29% 7
2019
Q3 		$25.3M Buy
937,941
+204,485
+28% +$22.2M 5.33% 8
2019
Q2 		$20M Buy
733,456
+514,385
+235% +$55.5M 4.75% 8
2019
Q1 		$18.4M Buy
219,071
+146,466
+202% +$15.5M 4.9% 6
2018
Q4 		$6.66M Buy
+72,605
New +$7.59M 2.11% 18

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Design's JNK Position: Q2 2025 in Review

Money Design increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 5.4% in Q2 2025, buying an estimated $16.5M and bringing the position to 3,399,510 shares worth $86.6M. The position accounts for 4.05% of the portfolio, ranked #9.

Money Design first reported a position in JNK in Q4 2018 and has held it in 27 quarters since. 549 funds tracked by Wall St. Rank hold JNK as of Q2 2025.

  • Money Design held 3,399,510 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $86.6M as of Q2 2025.
  • Money Design bought 173,582 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2025, an estimated $16.5M.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 4.05% of Money Design's portfolio in Q2 2025, its #9 holding.
  • Money Design first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2018 and has held it in 27 quarters since.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.