Smallwood Wealth Investment Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Smallwood Wealth Investment Management’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	$8.76K	Buy	90 +1	+1%	+$96	﹤0.01%	339
2026 Q1	$8.56K	Buy	89 +1	+1%	+$97	﹤0.01%	335
2025 Q4	$8.6K	Buy	88 +2	+2%	+$194	﹤0.01%	324
2025 Q3	$8.48K	Buy	86 +1	+1%	+$97	﹤0.01%	325
2025 Q2	$8.28K	Buy	85 +2	+2%	+$190	﹤0.01%	328
2025 Q1	$7.98K	Buy	+83	New	+$7.98K	0.01%	327

Other funds holding JNK

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Smallwood Wealth Investment Management's JNK Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 1.1% in Q2 2026, buying an estimated $96 and bringing the position to 90 shares worth $8.76K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Smallwood Wealth Investment Management first reported a position in JNK in Q1 2025 and has held it in 6 quarters since. 314 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Smallwood Wealth Investment Management held 90 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $8.76K as of Q2 2026.
Smallwood Wealth Investment Management bought 1 State Street SPDR Bloomberg High Yield Bond ETF share in Q2 2026, an estimated $96.
State Street SPDR Bloomberg High Yield Bond ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #339 holding.
Smallwood Wealth Investment Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2025 and has held it in 6 quarters since.
314 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.