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 Q3	–	Sell	-4,100	Closed	-$395K	–	50
2026 Q2	$395K	Buy	4,100 +246	+6%	+$23.7K	0.35%	39
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return

Jessup Wealth Management Dayton, Ohio $476M AUM 48.42% 1-Year Est. Return

Harper Investing Santa Clara, California $323M AUM 15.37% 1-Year Est. Return

Brindle & Bay Financial Advisors Frisco, Texas $268M AUM 13.55% 1-Year Est. Return

Surience Private Wealth's JNK Position: Q3 2026 in Review

Surience Private Wealth sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2026, closing a stake of 4,100 shares — an estimated $395K sold.

Surience Private Wealth first reported a position in JNK in Q3 2025 and held it in 4 quarters. The position peaked at $2.68M in Q3 2025. 120 funds tracked by Wall St. Rank hold JNK as of Q3 2026.

Surience Private Wealth reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2026 after selling out during the quarter.
Surience Private Wealth sold 4,100 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2026, an estimated $395K.
Surience Private Wealth first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2025 and held it in 4 quarters.
Surience Private Wealth's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $2.68M in Q3 2025.
120 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.