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 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 $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Summit Financial's JNK Position: Q1 2026 in Review

Summit Financial opened a new position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2026: 62,765 shares worth $6.01M. The stake represents 0.08% of the portfolio and ranks #267 among its holdings. This is a return to the name: Summit Financial previously reported a position in JNK as recently as Q2 2025.

Summit Financial first reported a position in JNK in Q2 2019 and has held it in 10 quarters since. 546 funds tracked by Wall St. Rank hold JNK as of Q1 2026.

Summit Financial held 62,765 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $6.01M as of Q1 2026.
State Street SPDR Bloomberg High Yield Bond ETF was a new Summit Financial position in Q1 2026.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.08% of Summit Financial's portfolio in Q1 2026, its #267 holding.
Summit Financial first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2019 and has held it in 10 quarters since.
546 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.