N.E.W. Advisory Services’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

N.E.W. Advisory Services’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	$101K	Sell	1,050 -56	-5%	-$5.39K	0.01%	291
2026 Q1	$106K	Sell	1,106 -40	-3%	-$3.88K	0.01%	281
2025 Q4	$111K	Sell	1,146 -47	-4%	-$4.57K	0.01%	267
2025 Q3	$117K	Sell	1,193 -43	-3%	-$4.18K	0.01%	231
2025 Q2	$120K	Sell	1,236 -11	-0.9%	-$1.04K	0.01%	230
2025 Q1	$119K	Buy	+1,247	New	+$120K	0.01%	257
2022 Q2	–	Sell	-2,776	Closed	-$301K	–	146
2022 Q1	$301K	Buy	2,776 +882	+47%	+$91.9K	0.06%	104
2021 Q4	$206K	Sell	1,894 -248	-12%	-$26.9K	0.03%	130
2021 Q3	$234K	Sell	2,142 -146	-6%	-$16K	0.04%	123
2021 Q2	$250K	Sell	2,288 -477	-17%	-$52K	0.04%	120
2021 Q1	$299K	Sell	2,765 -283	-9%	-$30.7K	0.06%	105
2020 Q4	$334K	Sell	3,048 -380	-11%	-$40.5K	0.07%	105
2020 Q3	$362K	Sell	3,428 -480	-12%	-$50.2K	0.1%	71
2020 Q2	$395K	Buy	+3,908	New	+$389K	0.12%	62
2019 Q4	$504K	Buy	+4,562	New	+$495K	0.16%	56

Other funds holding JNK

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

N.E.W. Advisory Services's JNK Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 5.1% in Q2 2026, selling an estimated $5.39K and leaving 1,050 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #291.

N.E.W. Advisory Services first reported a position in JNK in Q4 2019 and has held it in 15 quarters since. The position peaked at $504K in Q4 2019. 382 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

N.E.W. Advisory Services held 1,050 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $101K as of Q2 2026.
N.E.W. Advisory Services sold 56 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $5.39K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #291 holding.
N.E.W. Advisory Services first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2019 and has held it in 15 quarters since.
N.E.W. Advisory Services's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $504K in Q4 2019.
382 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.