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
2026 Q2	$1.47M	Buy	15,264 +233	+2%	+$22.4K	0.05%	197
2026 Q1	$1.44M	Buy	15,031 +1,016	+7%	+$98.5K	0.05%	186
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 $3.37T AUM 44.26% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

SageView Advisory Group's JNK Position: Q2 2026 in Review

SageView Advisory Group increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 1.6% in Q2 2026, buying an estimated $22.4K and bringing the position to 15,264 shares worth $1.47M. The position accounts for 0.05% of the portfolio, ranked #197.

SageView Advisory Group first reported a position in JNK in Q4 2022 and has held it in 12 quarters since. The position peaked at $18.3M in Q2 2023. 558 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

SageView Advisory Group held 15,264 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $1.47M as of Q2 2026.
SageView Advisory Group bought 233 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $22.4K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.05% of SageView Advisory Group's portfolio in Q2 2026, its #197 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 12 quarters since.
SageView Advisory Group's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $18.3M in Q2 2023.
558 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.