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

SVB 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
2025 Q2	–	Sell	-1,850	Closed	-$176K	–	1077
2025 Q1	$176K	Sell	1,850 -1,267	-41%	-$122K	0.01%	326
2024 Q4	$298K	Buy	+3,117	New	+$301K	0.01%	562
2024 Q3	–	Sell	-9,912	Closed	-$934K	–	328
2024 Q2	$934K	Sell	9,912 -3,610	-27%	-$339K	0.02%	335
2024 Q1	$1.29M	Sell	13,522 -1,554	-10%	-$147K	0.03%	300
2023 Q4	$1.43M	Buy	+15,076	New	+$1.38M	0.03%	287
2021 Q2	–	Sell	-2,355	Closed	-$256K	–	1007
2021 Q1	$256K	Hold	2,355	–	–	﹤0.01%	753
2020 Q4	$257K	Hold	2,355	–	–	﹤0.01%	675
2020 Q3	$246K	Sell	2,355 -5	-0.2%	-$523	﹤0.01%	574
2020 Q2	$239K	Sell	2,360 -50	-2%	-$4.98K	﹤0.01%	503
2020 Q1	$229K	Sell	2,410 -116	-5%	-$12.2K	0.01%	445
2019 Q4	$276K	Buy	2,526 +624	+33%	+$67.7K	0.01%	513
2019 Q3	$206K	Sell	1,902 -280	-13%	-$30.4K	﹤0.01%	491
2019 Q2	$237K	Buy	+2,182	New	+$235K	0.01%	471

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SVB Wealth's JNK Position: Q2 2025 in Review

SVB Wealth sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2025, closing a stake of 1,850 shares — an estimated $176K sold.

SVB Wealth first reported a position in JNK in Q2 2019 and held it in 13 quarters. The position peaked at $1.43M in Q4 2023. 549 funds tracked by Wall St. Rank hold JNK as of Q2 2025.

SVB Wealth reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 1,850 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2025, an estimated $176K.
SVB Wealth first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2019 and held it in 13 quarters.
SVB Wealth's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.43M in Q4 2023.
549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.