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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Surience Private Wealth's JNK Position: Q2 2026 in Review

Surience Private Wealth increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 6.4% in Q2 2026, buying an estimated $23.7K and bringing the position to 4,100 shares worth $395K. The position accounts for 0.35% of the portfolio, ranked #39.

Surience Private Wealth first reported a position in JNK in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.68M in Q3 2025. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Surience Private Wealth held 4,100 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $395K as of Q2 2026.
  • Surience Private Wealth bought 246 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $23.7K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.35% of Surience Private Wealth's portfolio in Q2 2026, its #39 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 4 quarters since.
  • Surience Private Wealth's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $2.68M in Q3 2025.
  • 556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.