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

Spire Wealth 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	$5.1K	Hold	53	–	–	﹤0.01%	1824
2026 Q1	$5.07K	Sell	53 -90	-63%	-$8.72K	﹤0.01%	1841
2025 Q4	$13.9K	Buy	143 +64	+81%	+$6.22K	﹤0.01%	1610
2025 Q3	$7.79K	Hold	79	–	–	﹤0.01%	1844
2025 Q2	$7.73K	Hold	79	–	–	﹤0.01%	1807
2025 Q1	$7.58K	Hold	79	–	–	﹤0.01%	1930
2024 Q4	$7.59K	Sell	79 -80	-50%	-$7.72K	﹤0.01%	1920
2024 Q3	$15.5K	Hold	159	–	–	﹤0.01%	1514
2024 Q2	$15K	Hold	159	–	–	﹤0.01%	1528
2024 Q1	$15.1K	Hold	159	–	–	﹤0.01%	1594
2023 Q4	$15K	Hold	159	–	–	﹤0.01%	1630
2023 Q3	$14.4K	Sell	159 -100	-39%	-$9.16K	﹤0.01%	1622
2023 Q2	$23.8K	Sell	259 -20	-7%	-$1.83K	﹤0.01%	1518
2023 Q1	$25.9K	Hold	279	–	–	﹤0.01%	1509
2022 Q4	$25K	Sell	279 -73	-21%	-$6.59K	﹤0.01%	1276
2022 Q3	$31K	Sell	352 -36	-9%	-$3.35K	﹤0.01%	1138
2022 Q2	$35K	Sell	388 -148	-28%	-$14.3K	﹤0.01%	1446
2022 Q1	$55K	Sell	536 -757	-59%	-$78.9K	﹤0.01%	1414
2021 Q4	$140K	Buy	1,293 +398	+44%	+$43.1K	﹤0.01%	1264
2021 Q3	$98K	Buy	895 +188	+27%	+$20.6K	﹤0.01%	1202
2021 Q2	$82K	Buy	707 +19	+3%	+$2.07K	﹤0.01%	1267
2021 Q1	$75K	Buy	+688	New	+$74.7K	﹤0.01%	1519

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

Spire Wealth Management's JNK Position: Q2 2026 in Review

Spire Wealth Management held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q2 2026 at 53 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

Spire Wealth Management first reported a position in JNK in Q1 2021 and has held it in 22 quarters since. The position peaked at $140K in Q4 2021. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Spire Wealth Management held 53 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $5.1K as of Q2 2026.
Spire Wealth Management left its State Street SPDR Bloomberg High Yield Bond ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg High Yield Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1824 holding.
Spire Wealth Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $140K in Q4 2021.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.