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

Summit Financial’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	$6.15M	Buy	63,858 +1,093	+2%	+$105K	0.07%	297
2026 Q1	$6.01M	Buy	+62,765	New	+$6.08M	0.08%	267
2025 Q3	–	Sell	-45,438	Closed	-$4.42M	–	1252
2025 Q2	$4.42M	Buy	45,438 +1,607	+4%	+$153K	0.1%	175
2025 Q1	$4.18M	Buy	43,831 +2,267	+5%	+$218K	0.12%	155
2024 Q4	$3.97M	Buy	41,564 +2,662	+7%	+$257K	0.14%	130
2024 Q3	$3.8M	Buy	38,902 +1,068	+3%	+$102K	0.15%	113
2024 Q2	$3.57M	Buy	+37,834	New	+$3.56M	0.16%	99
2020 Q3	–	Sell	-2,488	Closed	-$252K	–	36
2020 Q2	$252K	Sell	2,488 -1,150	-32%	-$115K	0.04%	32
2020 Q1	$345K	Buy	3,638 +113	+3%	+$11.9K	0.08%	28
2019 Q4	$386K	Buy	+3,525	New	+$382K	0.07%	38
2019 Q3	–	Sell	-2,255	Closed	-$246K	–	31
2019 Q2	$246K	Buy	+2,255	New	+$243K	0.04%	43

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

Summit Financial's JNK Position: Q2 2026 in Review

Summit Financial increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 1.7% in Q2 2026, buying an estimated $105K and bringing the position to 63,858 shares worth $6.15M. The position accounts for 0.07% of the portfolio, ranked #297.

Summit Financial first reported a position in JNK in Q2 2019 and has held it in 11 quarters since. 558 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Summit Financial held 63,858 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $6.15M as of Q2 2026.
Summit Financial bought 1,093 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $105K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.07% of Summit Financial's portfolio in Q2 2026, its #297 holding.
Summit Financial first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2019 and has held it in 11 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.