Surience Private Wealth’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Surience Private Wealth’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	$369K	Sell	3,854 -18,693	-83%	-$1.81M	0.4%	38
2025 Q4	$2.19M	Sell	22,547 -4,843	-18%	-$470K	2.35%	15
2025 Q3	$2.68M	Buy	+27,390	New	+$2.66M	2.45%	14

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

Surience Private Wealth's JNK Position: Q1 2026 in Review

Surience Private Wealth reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 83% in Q1 2026, selling an estimated $1.81M and leaving 3,854 shares worth $369K. The position accounts for 0.4% of the portfolio, ranked #38.

Surience Private Wealth first reported a position in JNK in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.68M in Q3 2025. 546 funds tracked by Wall St. Rank hold JNK as of Q1 2026.

Surience Private Wealth held 3,854 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $369K as of Q1 2026.
Surience Private Wealth sold 18,693 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2026, an estimated $1.81M.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.4% of Surience Private Wealth's portfolio in Q1 2026, its #38 holding.
Surience Private Wealth first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2025 and has held it in 3 quarters since.
Surience Private Wealth's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $2.68M in Q3 2025.
546 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.