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

Private 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
Q4 		– Sell
-3,552
Closed -$348K – 69
2025
Q3 		$348K Sell
3,552
-452
-11% -$43.9K 0.17% 48
2025
Q2 		$389K Buy
4,004
+16
+0.4% +$1.52K 0.21% 46
2025
Q1 		$380K Sell
3,988
-301
-7% -$29K 0.22% 46
2024
Q4 		$409K Sell
4,289
-109
-2% -$10.5K 0.2% 51
2024
Q3 		$430K Sell
4,398
-64
-1% -$6.14K 0.22% 47
2024
Q2 		$421K Sell
4,462
-196
-4% -$18.4K 0.22% 46
2024
Q1 		$443K Buy
+4,658
New +$441K 0.23% 46
2023
Q4 		– Sell
-4,688
Closed -$424K – 56
2023
Q3 		$424K Buy
+4,688
New +$429K 0.28% 39
2022
Q2 		– Sell
-16,737
Closed -$1.72M – 45
2022
Q1 		$1.72M Sell
16,737
-674
-4% -$70.3K 1.26% 13
2021
Q4 		$1.89M Buy
17,411
+214
+1% +$23.2K 1.28% 12
2021
Q3 		$1.88M Sell
17,197
-203
-1% -$22.2K 1.24% 15
2021
Q2 		$1.91M Buy
+17,400
New +$1.9M 1.27% 15
2020
Q1 		– Sell
-72,143
Closed -$7.9M – 35
2019
Q4 		$7.9M Buy
72,143
+52,303
+264% +$5.67M 8.22% 5
2019
Q3 		$2.16M Buy
19,840
+2,590
+15% +$281K 1.93% 15
2019
Q2 		$1.88M Sell
17,250
-57,307
-77% -$6.18M 1.71% 18
2019
Q1 		$8.04M Buy
+74,557
New +$7.89M 7.38% 5
2018
Q4 		– Sell
-77,490
Closed -$8.38M – 26
2018
Q3 		$8.38M Buy
77,490
+19,549
+34% +$2.1M 8.63% 4
2018
Q2 		$6.17M Buy
+57,941
New +$6.22M 5.88% 5
2018
Q1 		– Sell
-72,624
Closed -$8M – 24
2017
Q4 		$8M Buy
+72,624
New +$8.05M 9.22% 3

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Private Wealth Group's JNK Position: Q4 2025 in Review

Private Wealth Group sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2025, closing a stake of 3,552 shares — an estimated $348K sold.

Private Wealth Group first reported a position in JNK in Q4 2017 and held it in 19 quarters. The position peaked at $8.38M in Q3 2018. 563 funds tracked by Wall St. Rank hold JNK as of Q4 2025.

  • Private Wealth Group reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Group sold 3,552 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2025, an estimated $348K.
  • Private Wealth Group first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2017 and held it in 19 quarters.
  • Private Wealth Group's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $8.38M in Q3 2018.
  • 563 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2025.

Based on Private Wealth Group's 13F filing for Q4 2025, filed 12 Jan 2026.