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United Capital Financial Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

United Capital Financial Advisors’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 		$6.56M Sell
68,722
-473,595
-87% -$45.9M 0.04% 308
2025
Q4 		$52.7M Sell
542,317
-261,011
-32% -$25.4M 0.32% 60
2025
Q3 		$78.7M Sell
803,328
-135,208
-14% -$13.1M 0.56% 35
2025
Q2 		$91.3M Sell
938,536
-156,183
-14% -$14.8M 0.74% 32
2025
Q1 		$104M Sell
1,094,719
-81,948
-7% -$7.88M 0.89% 25
2024
Q4 		$112M Sell
1,176,667
-7,444
-0.6% -$719K 0.95% 21
2024
Q3 		$116M Buy
1,184,111
+8,087
+0.7% +$776K 0.95% 19
2024
Q2 		$111M Buy
1,176,024
+5,680
+0.5% +$534K 0.95% 19
2024
Q1 		$111M Sell
1,170,344
-21,845
-2% -$2.07M 0.92% 19
2023
Q4 		$113M Sell
1,192,189
-994,436
-45% -$90.8M 0.94% 17
2023
Q3 		$198M Sell
2,186,625
-508,449
-19% -$46.6M 1.3% 12
2023
Q2 		$248M Buy
2,695,074
+127,215
+5% +$11.6M 1.35% 13
2023
Q1 		$238M Buy
2,567,859
+93,332
+4% +$8.57M 1.33% 13
2022
Q4 		$223M Buy
2,474,527
+160,063
+7% +$14.5M 1.25% 13
2022
Q3 		$203M Buy
2,314,464
+157,222
+7% +$14.6M 1.2% 14
2022
Q2 		$196M Buy
2,157,242
+189,624
+10% +$18.3M 1.07% 16
2022
Q1 		$202M Buy
1,967,618
+246,545
+14% +$25.7M 0.98% 16
2021
Q4 		$187M Buy
1,721,073
+221,426
+15% +$24M 0.86% 20
2021
Q3 		$164M Buy
1,499,647
+219,980
+17% +$24.1M 0.82% 20
2021
Q2 		$141M Buy
1,279,667
+296,141
+30% +$32.3M 0.71% 22
2021
Q1 		$107M Buy
983,526
+212,351
+28% +$23.1M 0.59% 31
2020
Q4 		$84M Buy
771,175
+338,207
+78% +$36.1M 0.51% 39
2020
Q3 		$45.1M Buy
432,968
+299,392
+224% +$31.3M 0.29% 76
2020
Q2 		$13.5M Buy
133,576
+61,865
+86% +$6.16M 0.1% 206
2020
Q1 		$6.79M Sell
71,711
-142,906
-67% -$15M 0.06% 294
2019
Q4 		$23.5M Buy
214,617
+55,400
+35% +$6.01M 0.15% 159
2019
Q3 		$17.3M Buy
159,217
+71,633
+82% +$7.77M 0.12% 205
2019
Q2 		$9.54M Sell
87,584
-52,742
-38% -$5.69M 0.06% 302
2019
Q1 		$15.1M Sell
140,326
-85,527
-38% -$9.05M 0.11% 216
2018
Q4 		$22.8M Buy
225,853
+122,511
+119% +$12.8M 0.18% 119
2018
Q3 		$11.2M Buy
103,342
+93,250
+924% +$10M 0.08% 276
2018
Q2 		$1.07M Buy
10,092
+1,144
+13% +$123K 0.01% 749
2018
Q1 		$962K Sell
8,948
-201,427
-96% -$21.9M 0.01% 782
2017
Q4 		$23.2M Buy
210,375
+10,846
+5% +$1.2M 0.18% 123
2017
Q3 		$22.3M Buy
199,529
+69,320
+53% +$7.72M 0.19% 124
2017
Q2 		$14.5M Sell
130,209
-28,616
-18% -$3.18M 0.13% 180
2017
Q1 		$17.6M Buy
158,825
+20,062
+14% +$2.21M 0.16% 142
2016
Q4 		$15.2M Sell
138,763
-129,012
-48% -$14M 0.15% 158
2016
Q3 		$29.5M Buy
267,775
+49,789
+23% +$5.42M 0.29% 72
2016
Q2 		$23.5M Sell
217,986
-19,436
-8% -$2.04M 0.24% 87
2016
Q1 		$24.4M Buy
237,422
+226,127
+2,002% +$22.5M 0.27% 75
2015
Q4 		$1.15M Sell
11,295
-811
-7% -$86K 0.01% 659
2015
Q3 		$1.29M Sell
12,106
-20,515
-63% -$2.29M 0.02% 622
2015
Q2 		$3.76M Buy
32,621
+22,113
+210% +$2.6M 0.04% 416
2015
Q1 		$1.24M Buy
10,508
+5,348
+104% +$627K 0.02% 683
2014
Q4 		$598K Buy
5,160
+134
+3% +$15.9K 0.01% 769
2014
Q3 		$606K Sell
5,026
-10,085
-67% -$1.24M 0.01% 738
2014
Q2 		$1.89M Sell
15,111
-772
-5% -$95.9K 0.04% 426
2014
Q1 		$1.97M Buy
15,883
+8,066
+103% +$991K 0.04% 357
2013
Q4 		$951K Sell
7,817
-8,952
-53% -$1.09M 0.03% 339
2013
Q3 		$2M Sell
16,769
-699
-4% -$83.5K 0.06% 252
2013
Q2 		$2.07M Buy
+17,468
New +$2.14M 0.06% 305

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

United Capital Financial Advisors's JNK Position: Q1 2026 in Review

United Capital Financial Advisors reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 87% in Q1 2026, selling an estimated $45.9M and leaving 68,722 shares worth $6.56M. The position accounts for 0.04% of the portfolio, ranked #308.

United Capital Financial Advisors first reported a position in JNK in Q2 2013 and has held it in 52 quarters since. The position peaked at $248M in Q2 2023. 546 funds tracked by Wall St. Rank hold JNK as of Q1 2026.

  • United Capital Financial Advisors held 68,722 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $6.56M as of Q1 2026.
  • United Capital Financial Advisors sold 473,595 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2026, an estimated $45.9M.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #308 holding.
  • United Capital Financial Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $248M in Q2 2023.
  • 546 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.