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Up Capital Management’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Up Capital 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
Q2 		$5.72M Sell
59,358
-8,029
-12% -$773K 4.43% 11
2026
Q1 		$6.45M Sell
67,387
-13,230
-16% -$1.28M 7.24% 6
2025
Q4 		$7.84M Buy
+80,617
New +$7.83M 7.01% 6

Other funds holding JNK

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Up Capital Management's JNK Position: Q2 2026 in Review

Up Capital Management reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 12% in Q2 2026, selling an estimated $773K and leaving 59,358 shares worth $5.72M. The position accounts for 4.43% of the portfolio, ranked #11.

Up Capital Management first reported a position in JNK in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.84M in Q4 2025. 553 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Up Capital Management held 59,358 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $5.72M as of Q2 2026.
  • Up Capital Management sold 8,029 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $773K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 4.43% of Up Capital Management's portfolio in Q2 2026, its #11 holding.
  • Up Capital Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Up Capital Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $7.84M in Q4 2025.
  • 553 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Up Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.