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

White Lighthouse 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
2026
Q2 		$1.34M Sell
13,903
-62
-0.4% -$5.97K 0.17% 70
2026
Q1 		$1.34M Buy
13,965
+433
+3% +$42K 0.19% 69
2025
Q4 		$1.32M Buy
13,532
+525
+4% +$51K 0.18% 67
2025
Q3 		$1.27M Buy
13,007
+74
+0.6% +$7.19K 0.19% 64
2025
Q2 		$1.26M Hold
12,933
– – 0.2% 64
2025
Q1 		$1.23M Buy
12,933
+6,186
+92% +$595K 0.22% 62
2024
Q4 		$644K Buy
6,747
+136
+2% +$13.1K 0.11% 77
2024
Q3 		$646K Buy
6,611
+3,751
+131% +$360K 0.12% 78
2024
Q2 		$270K Buy
2,860
+46
+2% +$4.33K 0.05% 109
2024
Q1 		$268K Buy
2,814
+384
+16% +$36.3K 0.05% 110
2023
Q4 		$230K Buy
2,430
+35
+1% +$3.2K 0.05% 114
2023
Q3 		$217K Buy
+2,395
New +$219K 0.05% 110
2020
Q1 		– Sell
-3,163
Closed -$346K – 119
2019
Q4 		$346K Buy
3,163
+40
+1% +$4.34K 0.13% 98
2019
Q3 		$340K Hold
3,123
– – 0.14% 96
2019
Q2 		$340K Buy
3,123
+806
+35% +$87K 0.14% 93
2019
Q1 		$250K Buy
+2,317
New +$245K 0.11% 104

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

White Lighthouse Investment Management's JNK Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 0.44% in Q2 2026, selling an estimated $5.97K and leaving 13,903 shares worth $1.34M. The position accounts for 0.17% of the portfolio, ranked #70.

White Lighthouse Investment Management first reported a position in JNK in Q1 2019 and has held it in 16 quarters since. 555 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • White Lighthouse Investment Management held 13,903 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $1.34M as of Q2 2026.
  • White Lighthouse Investment Management sold 62 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $5.97K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.17% of White Lighthouse Investment Management's portfolio in Q2 2026, its #70 holding.
  • White Lighthouse Investment Management first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2019 and has held it in 16 quarters since.
  • 555 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.