Portside Wealth Group’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Portside Wealth Group’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	–	Sell	-17,575	Closed	-$1.67M	–	469
2025 Q1	$1.67M	Sell	17,575 -953	-5%	-$91.7K	0.27%	88
2024 Q4	$1.77M	Sell	18,528 -2,138	-10%	-$206K	0.29%	78
2024 Q3	$2.02M	Buy	20,666 +2,263	+12%	+$217K	0.35%	72
2024 Q2	$1.73M	Sell	18,403 -6,149	-25%	-$578K	0.33%	79
2024 Q1	$2.34M	Buy	24,552 +319	+1%	+$30.2K	0.43%	67
2023 Q4	$2.3M	Sell	24,233 -3,376	-12%	-$308K	0.43%	66
2023 Q3	$2.5M	Sell	27,609 -526	-2%	-$48.2K	0.47%	58
2023 Q2	$2.59M	Buy	+28,135	New	+$2.58M	0.48%	55

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Portside Wealth Group's JNK Position: Q2 2025 in Review

Portside Wealth Group sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2025, closing a stake of 17,575 shares — an estimated $1.67M sold.

Portside Wealth Group first reported a position in JNK in Q2 2023 and held it in 8 quarters. The position peaked at $2.59M in Q2 2023. 549 funds tracked by Wall St. Rank hold JNK as of Q2 2025.

Portside Wealth Group reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
Portside Wealth Group sold 17,575 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2025, an estimated $1.67M.
Portside Wealth Group first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2023 and held it in 8 quarters.
Portside Wealth Group's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $2.59M in Q2 2023.
549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2025.

Based on Portside Wealth Group's 13F filing for Q2 2025, filed 11 Aug 2025.