RFS
JNK icon

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

Richardson 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 		$1.21M Buy
12,546
+3,766
+43% +$363K 0.69% 28
2026
Q1 		$840K Buy
8,780
+1,843
+27% +$179K 0.53% 43
2025
Q4 		$673K Sell
6,937
-4,243
-38% -$412K 0.22% 60
2025
Q3 		$1.1M Buy
11,180
+4,241
+61% +$412K 0.68% 31
2025
Q2 		$671K Buy
6,939
+2,693
+63% +$256K 0.45% 59
2025
Q1 		$405K Sell
4,246
-9,500
-69% -$914K 0.31% 95
2024
Q4 		$1.31M Buy
13,746
+1,760
+15% +$170K 0.92% 22
2024
Q3 		$1.13M Buy
11,986
+190
+2% +$18.2K 0.72% 30
2024
Q2 		$1.11M Sell
11,796
-73
-0.6% -$6.86K 0.8% 27
2024
Q1 		$1.13M Buy
11,869
+7,734
+187% +$732K 0.8% 29
2023
Q4 		$392K Buy
+4,135
New +$378K 0.34% 83

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

Richardson Financial Services's JNK Position: Q2 2026 in Review

Richardson Financial Services increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 43% in Q2 2026, buying an estimated $363K and bringing the position to 12,546 shares worth $1.21M. The position accounts for 0.69% of the portfolio, ranked #28.

Richardson Financial Services first reported a position in JNK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.31M in Q4 2024. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Richardson Financial Services held 12,546 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $1.21M as of Q2 2026.
  • Richardson Financial Services bought 3,766 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $363K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.69% of Richardson Financial Services's portfolio in Q2 2026, its #28 holding.
  • Richardson 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.
  • Richardson Financial Services's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.31M in Q4 2024.
  • 556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.