SageView Advisory Group’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

SageView Advisory 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	$1.36M	Sell	14,015 -154	-1%	-$15K	0.05%	211
2025 Q3	$1.39M	Buy	14,169 +143	+1%	+$13.9K	0.05%	226
2025 Q2	$1.36M	Buy	14,026 +233	+2%	+$22.1K	0.05%	200
2025 Q1	$1.31M	Buy	13,793 +714	+5%	+$68.7K	0.06%	188
2024 Q4	$1.25M	Sell	13,079 -1,265	-9%	-$122K	0.05%	192
2024 Q3	$1.4M	Buy	+14,344	New	+$1.38M	0.07%	150
2024 Q2	–	Hold	0	–	–	–	156
2023 Q4	–	Sell	-158,700	Closed	-$14.5M	–	16
2023 Q3	$14.3M	Sell	158,700 -40,017	-20%	-$3.66M	0.82%	19
2023 Q2	$18.3M	Buy	198,717 +49,068	+33%	+$4.49M	1.02%	15
2023 Q1	$13.9M	Buy	149,649 +52,586	+54%	+$4.83M	0.89%	18
2022 Q4	$8.74M	Buy	+97,063	New	+$8.77M	0.71%	28

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

SageView Advisory Group's JNK Position: Q4 2025 in Review

SageView Advisory Group reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 1.1% in Q4 2025, selling an estimated $15K and leaving 14,015 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #211.

SageView Advisory Group first reported a position in JNK in Q4 2022 and has held it in 10 quarters since. The position peaked at $18.3M in Q2 2023. 563 funds tracked by Wall St. Rank hold JNK as of Q4 2025.

SageView Advisory Group held 14,015 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $1.36M as of Q4 2025.
SageView Advisory Group sold 154 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2025, an estimated $15K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.05% of SageView Advisory Group's portfolio in Q4 2025, its #211 holding.
SageView Advisory Group first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2022 and has held it in 10 quarters since.
SageView Advisory Group's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $18.3M in Q2 2023.
563 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.