MPS Loria Financial Planners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $282K | Buy |
2,929
+146
| +5% | +$14.1K | 0.06% | 76 |
|
|
2026
Q1 | $266K | Sell |
2,783
-20
| -0.7% | -$1.94K | 0.07% | 78 |
|
|
2025
Q4 | $272K | Buy |
2,803
+153
| +6% | +$14.9K | 0.07% | 75 |
|
|
2025
Q3 | $260K | Buy |
2,650
+103
| +4% | +$10K | 0.07% | 73 |
|
|
2025
Q2 | $248K | Buy |
2,547
+81
| +3% | +$7.69K | 0.07% | 73 |
|
|
2025
Q1 | $235K | Buy |
2,466
+79
| +3% | +$7.6K | 0.07% | 75 |
|
|
2024
Q4 | $228K | Buy |
2,387
+25
| +1% | +$2.41K | 0.07% | 75 |
|
|
2024
Q3 | $231K | Sell |
2,362
-43
| -2% | -$4.13K | 0.07% | 78 |
|
|
2024
Q2 | $227K | Sell |
2,405
-56
| -2% | -$5.26K | 0.07% | 77 |
|
|
2024
Q1 | $234K | Sell |
2,461
-1,044
| -30% | -$98.8K | 0.08% | 74 |
|
|
2023
Q4 | $332K | Buy |
3,505
+17
| +0.5% | +$1.55K | 0.12% | 52 |
|
|
2023
Q3 | $315K | Buy |
3,488
+76
| +2% | +$6.96K | 0.12% | 54 |
|
|
2023
Q2 | $314K | Sell |
3,412
-20
| -0.6% | -$1.83K | 0.12% | 59 |
|
|
2023
Q1 | $319K | Buy |
3,432
+480
| +16% | +$44.1K | 0.13% | 52 |
|
|
2022
Q4 | $266K | Buy |
2,952
+16
| +0.5% | +$1.45K | 0.12% | 61 |
|
|
2022
Q3 | $258K | Sell |
2,936
-74
| -2% | -$6.89K | 0.1% | 59 |
|
|
2022
Q2 | $273K | Sell |
3,010
-74
| -2% | -$7.14K | 0.12% | 57 |
|
|
2022
Q1 | $316K | Sell |
3,084
-13
| -0.4% | -$1.35K | 0.13% | 59 |
|
|
2021
Q4 | $336K | Buy |
3,097
+19
| +0.6% | +$2.06K | 0.14% | 54 |
|
|
2021
Q3 | $336K | Sell |
3,078
-105
| -3% | -$11.5K | 0.15% | 51 |
|
|
2021
Q2 | $350K | Sell |
3,183
-31
| -1% | -$3.38K | 0.16% | 49 |
|
|
2021
Q1 | $349K | Sell |
3,214
-789
| -20% | -$85.7K | 0.16% | 49 |
|
|
2020
Q4 | $435K | Sell |
4,003
-47
| -1% | -$5.01K | 0.2% | 41 |
|
|
2020
Q3 | $422K | Buy |
4,050
+87
| +2% | +$9.09K | 0.22% | 36 |
|
|
2020
Q2 | $401K | Buy |
3,963
+917
| +30% | +$91.3K | 0.21% | 34 |
|
|
2020
Q1 | $288K | Sell |
3,046
-13,754
| -82% | -$1.44M | 0.22% | 43 |
|
|
2019
Q4 | $1.84M | Buy |
16,800
+13,055
| +349% | +$1.42M | 1.09% | 14 |
|
|
2019
Q3 | $407K | Sell |
3,745
-205
| -5% | -$22.2K | 0.26% | 33 |
|
|
2019
Q2 | $430K | Sell |
3,950
-37
| -0.9% | -$3.99K | 0.27% | 34 |
|
|
2019
Q1 | $430K | Sell |
3,987
-1,263
| -24% | -$134K | 0.29% | 34 |
|
|
2018
Q4 | $529K | Buy |
5,250
+1,181
| +29% | +$123K | 0.38% | 29 |
|
|
2018
Q3 | $443K | Buy |
4,069
+26
| +0.6% | +$2.79K | 0.28% | 35 |
|
|
2018
Q2 | $430K | Buy |
4,043
+37
| +0.9% | +$3.97K | 0.43% | 35 |
|
|
2018
Q1 | $431K | Sell |
4,006
-1,004
| -20% | -$109K | 0.3% | 36 |
|
|
2017
Q4 | $552K | Sell |
5,010
-109
| -2% | -$12.1K | 0.38% | 30 |
|
|
2017
Q3 | $573K | Buy |
5,119
+94
| +2% | +$10.5K | 0.41% | 27 |
|
|
2017
Q2 | $557K | Buy |
+5,025
| New | +$559K | 0.37% | 28 |
|
Other funds holding JNK
AFI
CCMG
JSTA
OPAM
GC
MPS Loria Financial Planners's JNK Position: Q2 2026 in Review
MPS Loria Financial Planners increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 5.2% in Q2 2026, buying an estimated $14.1K and bringing the position to 2,929 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #76.
MPS Loria Financial Planners first reported a position in JNK in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.84M in Q4 2019. 558 funds tracked by Wall St. Rank hold JNK as of Q2 2026.
- MPS Loria Financial Planners held 2,929 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $282K as of Q2 2026.
- MPS Loria Financial Planners bought 146 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $14.1K.
- State Street SPDR Bloomberg High Yield Bond ETF made up 0.06% of MPS Loria Financial Planners's portfolio in Q2 2026, its #76 holding.
- MPS Loria Financial Planners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2017 and has held it in 37 quarters since.
- MPS Loria Financial Planners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.84M in Q4 2019.
- 558 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.
Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.