Waverly Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Waverly 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 Q2	$237K	Sell	2,459 -1	-0%	-$96	﹤0.01%	1542
2026 Q1	$235K	Buy	+2,460	New	+$238K	﹤0.01%	1426
2015 Q4	–	Sell	-468	Closed	-$50K	–	270
2015 Q3	$50K	Hold	468	–	–	0.03%	137
2015 Q2	$54K	Buy	468 +455	+3,500%	+$53.5K	0.03%	125
2015 Q1	$1K	Hold	13	–	–	﹤0.01%	331
2014 Q4	$1K	Hold	13	–	–	﹤0.01%	396
2014 Q3	$2K	Sell	13 -4,549	-100%	-$559K	﹤0.01%	726
2014 Q2	$571K	Buy	4,562 +403	+10%	+$50K	0.24%	38
2014 Q1	$515K	Sell	4,159 -1,213	-23%	-$149K	0.23%	44
2013 Q4	$654K	Buy	5,372 +107	+2%	+$13K	0.23%	47
2013 Q3	$629K	Sell	5,265 -792	-13%	-$94.6K	0.32%	29
2013 Q2	$718K	Buy	+6,057	New	+$743K	0.41%	21

Other funds holding JNK

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Waverly Advisors's JNK Position: Q2 2026 in Review

Waverly Advisors reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 0.04% in Q2 2026, selling an estimated $96 and leaving 2,459 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Waverly Advisors first reported a position in JNK in Q2 2013 and has held it in 12 quarters since. The position peaked at $718K in Q2 2013. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Waverly Advisors held 2,459 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $237K as of Q2 2026.
Waverly Advisors sold 1 State Street SPDR Bloomberg High Yield Bond ETF share in Q2 2026, an estimated $96.
State Street SPDR Bloomberg High Yield Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1542 holding.
Waverly Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2013 and has held it in 12 quarters since.
Waverly Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $718K in Q2 2013.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.