SWP
JNK icon

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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return