Synergy Asset Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Synergy Asset Management’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	–	Sell	-2,689	Closed	-$261K	–	281
2025 Q4	$261K	Buy	+2,689	New	+$261K	0.03%	196
2025 Q1	–	Sell	-9	Closed	-$880	–	482
2024 Q4	$880	Buy	+9	New	+$869	﹤0.01%	729

Other funds holding JNK

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

OPAM

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

Synergy Asset Management's JNK Position: Q1 2026 in Review

Synergy Asset Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2026, closing a stake of 2,689 shares — an estimated $261K sold.

Synergy Asset Management first reported a position in JNK in Q4 2024 and held it in 2 quarters. The position peaked at $261K in Q4 2025. 549 funds tracked by Wall St. Rank hold JNK as of Q1 2026.

Synergy Asset Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
Synergy Asset Management sold 2,689 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2026, an estimated $261K.
Synergy Asset Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2024 and held it in 2 quarters.
Synergy Asset Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $261K in Q4 2025.
549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.