Principia Wealth Advisory’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Principia Wealth Advisory’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 Q4	$38.9K	Buy	+400	New	+$38.9K	0.02%	134

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

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

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

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

Principia Wealth Advisory's JNK Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2025: 400 shares worth $38.9K. The stake represents 0.02% of the portfolio and ranks #134 among its holdings.

563 funds tracked by Wall St. Rank hold JNK as of Q4 2025.

Principia Wealth Advisory held 400 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $38.9K as of Q4 2025.
State Street SPDR Bloomberg High Yield Bond ETF was a new Principia Wealth Advisory position in Q4 2025.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.02% of Principia Wealth Advisory's portfolio in Q4 2025, its #134 holding.
563 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.