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

Synergy Investment 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
2025
Q2 		– Sell
-152
Closed -$14.5K – 349
2025
Q1 		$14.5K Hold
152
– – 0.01% 346
2024
Q4 		$14.5K Buy
+152
New +$14.7K 0.01% 354

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Synergy Investment Management's JNK Position: Q2 2025 in Review

Synergy Investment Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2025, closing a stake of 152 shares — an estimated $14.5K sold.

Synergy Investment Management first reported a position in JNK in Q4 2024 and held it in 2 quarters. The position peaked at $14.5K in Q4 2024. 549 funds tracked by Wall St. Rank hold JNK as of Q2 2025.

  • Synergy Investment Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 152 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2025, an estimated $14.5K.
  • Synergy Investment Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $14.5K in Q4 2024.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.