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

WealthTrak 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
2025 Q3	–	Sell	-1,874	Closed	-$182K	–	500
2025 Q2	$182K	Buy	1,874 +34	+2%	+$3.23K	0.15%	76
2025 Q1	$175K	Sell	1,840 -1	-0.1%	-$96	0.15%	71
2024 Q4	$176K	Buy	+1,841	New	+$178K	0.15%	72

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OPAM

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

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthTrak Capital Management's JNK Position: Q3 2025 in Review

WealthTrak Capital Management sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q3 2025, closing a stake of 1,874 shares — an estimated $182K sold.

WealthTrak Capital Management first reported a position in JNK in Q4 2024 and held it in 3 quarters. The position peaked at $182K in Q2 2025. 539 funds tracked by Wall St. Rank hold JNK as of Q3 2025.

WealthTrak Capital Management reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
WealthTrak Capital Management sold 1,874 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2025, an estimated $182K.
WealthTrak Capital Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2024 and held it in 3 quarters.
WealthTrak Capital Management's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $182K in Q2 2025.
539 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.