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

Sowell 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 		$1.88M Sell
19,517
-2,845
-13% -$274K 0.06% 326
2026
Q1 		$2.14M Buy
22,362
+2,009
+10% +$195K 0.08% 272
2025
Q4 		$1.98M Buy
20,353
+1,046
+5% +$102K 0.07% 283
2025
Q3 		$1.89M Buy
19,307
+74
+0.4% +$7.19K 0.07% 292
2025
Q2 		$1.87M Buy
19,233
+1,295
+7% +$123K 0.08% 284
2025
Q1 		$1.71M Buy
17,938
+1,474
+9% +$142K 0.08% 271
2024
Q4 		$1.57M Buy
+16,464
New +$1.59M 0.08% 246
2024
Q2 		– Sell
-10,937
Closed -$1.04M – 550
2024
Q1 		$1.04M Sell
10,937
-10,716
-49% -$1.01M 0.05% 338
2023
Q4 		$2.05M Buy
+21,653
New +$1.98M 0.11% 204
2023
Q3 		– Sell
-29,082
Closed -$2.68M – 561
2023
Q2 		$2.68M Sell
29,082
-317
-1% -$29K 0.15% 162
2023
Q1 		$2.73M Sell
29,399
-18,413
-39% -$1.69M 0.21% 111
2022
Q4 		$4.3M Buy
+47,812
New +$4.32M 0.28% 92
2022
Q1 		– Sell
-155,997
Closed -$16.9M – 353
2021
Q4 		$16.9M Buy
155,997
+43,241
+38% +$4.68M 0.97% 15
2021
Q3 		$12.3M Sell
112,756
-57,891
-34% -$6.34M 0.83% 17
2021
Q2 		$18.8M Buy
170,647
+13,792
+9% +$1.5M 1.24% 8
2021
Q1 		$17.1M Buy
156,855
+29,497
+23% +$3.2M 0.59% 32
2020
Q4 		$13.9M Buy
127,358
+52,779
+71% +$5.63M 0.59% 41
2020
Q3 		$7.78M Buy
74,579
+47,571
+176% +$4.97M 0.39% 60
2020
Q2 		$2.73M Buy
27,008
+13,813
+105% +$1.38M 0.15% 129
2020
Q1 		$1.25M Sell
13,195
-19,836
-60% -$2.08M 0.09% 220
2019
Q4 		$3.62M Sell
33,031
-579
-2% -$62.8K 0.28% 74
2019
Q3 		$3.65M Buy
+33,610
New +$3.64M 0.3% 69
2019
Q1 		$1.41M Sell
13,062
-13,530
-51% -$1.43M 0.16% 141
2018
Q4 		$2.68M Buy
+26,592
New +$2.78M 0.38% 58
2018
Q3 		– Sell
-10,471
Closed -$1.13M – 425
2018
Q2 		$1.13M Buy
+10,471
New +$1.12M 0.24% 101
2018
Q1 		– Sell
-8,983
Closed -$992K – 291
2017
Q4 		$992K Sell
8,983
-21,580
-71% -$2.39M 0.24% 94
2017
Q3 		$3.4M Buy
30,563
+13,213
+76% +$1.47M 0.89% 31
2017
Q2 		$1.93M Buy
17,350
+2,569
+17% +$286K 0.55% 49
2017
Q1 		$1.66M Buy
14,781
+1,825
+14% +$201K 0.49% 57
2016
Q4 		$1.44M Buy
+12,956
New +$1.41M 0.48% 59

Other funds holding JNK

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

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

Sowell Financial Services reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 13% in Q2 2026, selling an estimated $274K and leaving 19,517 shares worth $1.88M. The position accounts for 0.06% of the portfolio, ranked #326.

Sowell Financial Services first reported a position in JNK in Q4 2016 and has held it in 30 quarters since. The position peaked at $18.8M in Q2 2021. 559 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Sowell Financial Services held 19,517 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $1.88M as of Q2 2026.
  • Sowell Financial Services sold 2,845 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $274K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #326 holding.
  • Sowell Financial Services first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2016 and has held it in 30 quarters since.
  • Sowell Financial Services's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $18.8M in Q2 2021.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.