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Novak & Powell Financial Services’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Novak & Powell Financial 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 		$599K Buy
6,218
+101
+2% +$9.73K 0.28% 73
2026
Q1 		$586K Buy
6,117
+68
+1% +$6.59K 0.32% 72
2025
Q4 		$588K Buy
6,049
+128
+2% +$12.4K 0.31% 70
2025
Q3 		$580K Buy
5,921
+97
+2% +$9.42K 0.31% 74
2025
Q2 		$566K Buy
5,824
+97
+2% +$9.21K 0.39% 60
2025
Q1 		$546K Buy
5,727
+63
+1% +$6.06K 0.34% 73
2024
Q4 		$541K Buy
5,664
+122
+2% +$11.8K 0.32% 69
2024
Q3 		$542K Buy
5,542
+79
+1% +$7.58K 0.31% 74
2024
Q2 		$515K Buy
5,463
+91
+2% +$8.55K 0.32% 74
2024
Q1 		$511K Buy
5,372
+71
+1% +$6.72K 0.38% 65
2023
Q4 		$502K Buy
+5,301
New +$484K 0.34% 75

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

Novak & Powell Financial Services's JNK Position: Q2 2026 in Review

Novak & Powell Financial Services increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 1.7% in Q2 2026, buying an estimated $9.73K and bringing the position to 6,218 shares worth $599K. The position accounts for 0.28% of the portfolio, ranked #73.

Novak & Powell Financial Services first reported a position in JNK in Q4 2023 and has held it in 11 quarters since. 558 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Novak & Powell Financial Services held 6,218 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $599K as of Q2 2026.
  • Novak & Powell Financial Services bought 101 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $9.73K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.28% of Novak & Powell Financial Services's portfolio in Q2 2026, its #73 holding.
  • Novak & Powell Financial Services first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.