Strategic Wealth Partners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Strategic Wealth Partners’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	$22.6K	Hold	234	–	–	﹤0.01%	718
2026 Q1	$22.4K	Sell	234 -88	-27%	-$8.53K	﹤0.01%	681
2025 Q4	$31.3K	Sell	322 -181	-36%	-$17.6K	﹤0.01%	608
2025 Q3	$49.3K	Buy	503 +311	+162%	+$30.2K	﹤0.01%	556
2025 Q2	$18.7K	Buy	+192	New	+$18.2K	﹤0.01%	662
2019 Q4	–	Sell	-783	Closed	-$84	–	322
2019 Q3	$84	Buy	783 +87	+13%	+$9.43K	﹤0.01%	278
2019 Q2	$75K	Sell	696 -1,135	-62%	-$122K	0.04%	197
2019 Q1	$197K	Sell	1,831 -220	-11%	-$23.3K	0.09%	139
2018 Q4	$216K	Sell	2,051 -809	-28%	-$84.5K	0.11%	125
2018 Q3	$309K	Sell	2,860 -433	-13%	-$46.5K	0.16%	111
2018 Q2	$351K	Sell	3,293 -1,940	-37%	-$208K	0.2%	107
2018 Q1	$563K	Sell	5,233 -7,460	-59%	-$812K	0.29%	107
2017 Q4	$1.39M	Buy	+12,693	New	+$1.41M	0.77%	35

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

Strategic Wealth Partners's JNK Position: Q2 2026 in Review

Strategic Wealth Partners held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q2 2026 at 234 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Strategic Wealth Partners first reported a position in JNK in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.39M in Q4 2017. 558 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Strategic Wealth Partners held 234 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $22.6K as of Q2 2026.
Strategic Wealth Partners 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 Strategic Wealth Partners's portfolio in Q2 2026, its #718 holding.
Strategic Wealth Partners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2017 and has held it in 13 quarters since.
Strategic Wealth Partners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.39M in Q4 2017.
558 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.