Skip to content
Disclosery

JNK SPDR SERIES TRUST

Follow

BLOOMBERG HIGH Y (fund)

548 managers (552 13F filers) reported a position in JNK shares at 2025-06-30, 74,907,758 shares in all. 65 filers opened a position and 75 filers sold out during the quarter.

Managers
548
13F filers
552
New
65
Added
185
Reduced
191
Sold out
75
Shares held by filers
74,907,758

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
NWAM LLC13,819$1.34M0.08%new13F-HR/ATimeline
Prentice Wealth Management LLC13,473$1.31M0.34%new13F-HRTimeline
Gotham Asset Management, LLC13,212$1.29M0.01%-1,89113F-HRTimeline
DecisionMap Wealth Management, LLC13,006$1.27M0.87%-18613F-HRTimeline
Global View Capital Management LLC12,937$1.26M0.4%-94513F-HRTimeline
White Lighthouse Investment Management …12,933$1.26M0.2%013F-HRTimeline
TWO SIGMA SECURITIES, LLC12,809$1.25M0.15%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,715$1.24M0.01%+2,42013F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC12,665$1.23M0.01%013F-HRTimelineGroup
Lorne Steinberg Wealth Management Inc.12,510$1.22M0.32%-12013F-HRTimeline
J.W. COLE ADVISORS, INC.12,495$1.22M0.03%+3,22213F-HRTimeline
Park Square Financial Group, LLC12,340$1.2M0.87%-5,38813F-HRTimeline
WHITTIER TRUST CO12,276$1.19M0.01%-1,00613F-HRTimeline
Arkadios Wealth Advisors12,268$1.19M0.04%+30113F-HRTimeline
MIdWestOne Financial Group, Inc.12,081$1.18M0.15%-39313F-HRTimeline
Ausdal Financial Partners, Inc.12,061$1.17M0.08%+25213F-HRTimeline
Prudent Man Advisors, LLC11,988$1.17M0.37%-1213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding11,937$1.16M-2,435Timeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …11,807$1.14M0.07%-4,18813F-HRTimelineGroup
PINNACLE ASSOCIATES LTD11,716$1.14M0.02%-2,00313F-HRTimeline
Garner Asset Management Corp11,630$1.13M0.52%+5,20813F-HRTimeline
Aletheian Wealth Advisors LLC11,533$1.12M0.55%+83113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,495$1.12M0.08%+12213F-HRTimeline
Pure Financial Advisors, LLC11,438$1.11M0.02%+13613F-HRTimeline
WCG Wealth Advisors LLC11,332$1.1M0.07%new13F-HRTimeline
Keystone Wealth Services, LLC11,312$1.1M0.27%+7,66913F-HRTimeline
HARBOUR INVESTMENTS, INC.11,101$1.08M0.03%+7,10113F-HRTimeline
Capital CS Group, LLC10,939$1.06M1.75%-90813F-HRTimeline
Simplicity Wealth,LLC10,929$1.06M0.04%-9,14213F-HRTimeline
Perigon Wealth Management, LLC10,715$1.04M0.02%-20713F-HRTimeline
Richard W. Paul & Associates, LLC10,623$1.03M0.37%+5,32613F-HRTimeline
Compagnie Lombard Odier SCmA10,561$1.03M0.01%-2,35113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,303$1M<0.01%-74313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,126$981K<0.01%+1,17613F-HRTimeline
Tactive Advisors, LLC9,992$972K0.31%13F-HRTimeline
SCOTIA CAPITAL INC.9,916$965K<0.01%+28413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,839$957K0.01%+21813F-HRTimeline
Washington Trust Bank9,661$940K0.08%+60913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pinnacle Financial Group, LLC / IL9,633$937K0.31%013F-HRTimeline
AE Wealth Management LLC9,612$935K0.01%+5,47613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,559$930K0.01%+58913F-HRTimelineGroup
Freedom Investment Management, Inc.9,525$927K0.07%-8613F-HRTimeline
EHRLICH FINANCIAL GROUP9,484$923K0.6%-19613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…9,000$875K0.08%-9313F-HRTimelineGroup
SGL Investment Advisors, Inc.9,007$868K0.41%+1,12513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,871$863K<0.01%new13F-HR/ATimelineGroup
Covenant Partners, LLC8,859$862K0.26%-29613F-HRTimeline
Meridian Wealth Management, LLC8,847$861K0.04%-10,72313F-HRTimeline
FIRST AMERICAN TRUST, FSB8,840$860K0.07%-1,34713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,756$852K<0.01%-26,03113F-HRTimelineGroup
Freedom Financial Partners LLC8,740$850K0.36%+39613F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …8,700$846K0.15%013F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…8,621$839K0.01%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC8,612$838K0.33%+3,43113F-HRTimeline
State of Tennessee, Department of Treas…8,524$829K<0.01%new13F-HRTimeline
Berkshire Money Management, Inc.8,460$823K0.09%new13F-HRTimeline
Robertson Stephens Wealth Management, L…8,116$789K0.03%-6013F-HRTimeline
Visionary Wealth Advisors8,002$778K0.04%-27,95313F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC7,844$763K0.08%+2,51413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,745$753K0.02%+2,48713F-HRTimeline
Professional Financial Advisors, LLC7,709$750K0.17%new13F-HRTimeline
NOVUS ADVISORS, LLC7,680$747K1.14%+4,70913F-HRTimeline
GeoWealth Management, LLC7,636$743K0.03%+2,78913F-HRTimeline
Coppell Advisory Solutions LLC7,508$728K0.09%-46113F-HR/ATimeline
IFP Advisors, Inc7,452$725K0.02%-3,63213F-HRTimeline
Strategic Investment Advisors / MI7,451$725K0.07%+68313F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC7,298$710K0.33%-55013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC7,257$706K0.08%+8713F-HRTimeline
Uptown Financial Advisors LLC7,138$694K0.65%-70513F-HRTimeline
Probity Advisors, Inc.7,014$682K0.12%-14013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.6,939$671K0.45%+2,69313F-HRTimeline
Advisory Alpha, LLC6,815$663K0.02%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP6,770$659K0.11%-23313F-HRTimeline
Integrated Capital Management, LLC6,671$646K0.31%-9813F-HRTimeline
Westside Investment Management, Inc.6,500$632K0.12%+10013F-HRTimeline
Merit Financial Group, LLC6,446$627K0.01%-25813F-HRTimeline
TOWNSQUARE CAPITAL LLC6,434$626K0.06%-179,84313F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC6,292$612K0.3%-42913F-HRTimeline
Medallion Wealth Advisors, LLC6,214$604K0.23%-2813F-HRTimeline
Inscription Capital, LLC6,204$603K0.09%-96513F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC6,117$595K0.58%+113F-HRTimeline
Consolidated Portfolio Review Corp6,084$592K0.08%new13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.6,081$591K0.8%+3,45813F-HRTimeline
Sharper & Granite LLC6,066$587K0.22%-19513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.6,046$586K0.01%+3,82613F-HRTimelineGroup
CW Advisors, LLC5,928$577K0.01%+41813F-HRTimeline
Blue Barn Wealth, LLC5,910$575K0.27%-5813F-HRTimeline
Novak & Powell Financial Services, Inc.5,824$566K0.39%+9713F-HRTimeline
WEALTHGARDEN F.S. LLC5,675$550K0.46%+12513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,569$542K<0.01%013F-HRTimelineGroup
Foundations Investment Advisors, LLC5,567$541K0.01%+2,98713F-HRTimeline
Scott Marsh Financial, LLC5,543$539K0.2%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,542$539K0.03%-9213F-HRTimeline
Gladstone Institutional Advisory LLC5,422$527K0.02%-1,04813F-HRTimeline
Crescent Grove Advisors, LLC5,308$516K0.05%+1,09413F-HRTimeline
Adams Wealth Management5,305$516K0.1%-3713F-HRTimeline
CacheTech Inc.5,305$516K0.09%-3713F-HRTimeline
Janney Montgomery Scott LLC5,231$509K<0.01%-49413F-HRTimeline
Snowden Capital Advisors LLC5,177$504K0.01%+6513F-HRTimeline
Centennial Wealth Advisory LLC5,156$502K0.16%+2,82013F-HRTimeline
United Advisor Group, LLC5,094$495K0.09%+29813F-HRTimeline
Joel Isaacson & Co., LLC5,002$487K0.02%013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …5,000$486K0.06%-10,09613F-HRTimelineGroup
PAX Financial Group, LLC4,992$486K0.09%-49213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,927$479K0.01%013F-HRTimeline
Yoffe Investment Management, LLC4,905$477K0.65%+113F-HRTimeline
B. Riley Wealth Advisors, Inc.4,894$476K0.02%-2,89813F-HRTimeline
Wealth Advisory Solutions, LLC4,857$472K0.12%+34913F-HRTimeline
First Citizens Asset Management, Inc.4,804$467K0.17%+513F-HR/ATimeline
WOODWARD DIVERSIFIED CAPITAL, LLC4,785$465K0.24%-60713F-HRTimeline
RWA WEALTH PARTNERS, LLC4,738$461K0.01%-19313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,747$460K<0.01%+1,45913F-HRTimelineGroup
Heritage Trust Co4,690$456K0.05%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,684$456K<0.01%-1,32113F-HRTimelineGroup
Global Assets Advisory, LLC4,700$454K0.18%+5713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,644$452K0.01%+38913F-HRTimeline
Trivium Point Advisory, LLC4,636$451K0.05%-2,87813F-HRTimeline
Omnitrust Wealth Management, Inc4,678$451K0.53%13F-HRTimeline
PFG Investments, LLC4,629$450K0.03%-413F-HRTimeline
Financial Network Wealth Advisors LLC4,621$449K0.55%+12813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …4,450$433K0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning4,408$429K<0.01%+62913F-HRTimelineGroup
Balboa Wealth Partners4,406$429K0.09%+1,82613F-HRTimeline
Auour Investments LLC4,373$425K0.15%-38213F-HRTimeline
Single Point Partners, LLC4,370$425K0.09%-1,04213F-HRTimeline
Ashton Thomas Private Wealth, LLC4,207$409K0.01%-1,10913F-HRTimeline
HANCOCK WHITNEY CORP4,187$407K0.01%-18013F-HRTimeline
Peak Financial Management, Inc.4,177$406K0.12%-31513F-HRTimeline
International Private Wealth Advisors L…4,176$406K0.35%new13F-HRTimeline
WealthPLAN Partners, LLC4,146$403K0.06%-8213F-HRTimeline
OLD NATIONAL BANCORP /IN/4,097$399K0.01%013F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.4,090$398K0.72%+59313F-HRTimeline
Outlook Wealth Advisors, LLC4,045$393K0.1%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,036$393K0.01%013F-HRTimeline
Beaumont Financial Advisors, LLC4,030$392K0.03%013F-HRTimeline
Midwest Trust Co4,030$392K0.01%13F-HRTimeline
Private Wealth Group, LLC4,004$389K0.21%+1613F-HRTimeline
Fortis Capital Management LLC3,984$388K0.06%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,949$384K<0.01%013F-HR/ATimelineGroup
Crestwood Advisors Group, LLC3,942$383K0.01%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,928$382K0.01%+63013F-HRTimeline
Larson Financial Group LLC3,902$380K0.02%-30,23013F-HRTimeline
Edge Financial Advisors LLC3,896$377K0.2%-1,03013F-HRTimeline
Smartleaf Asset Management LLC3,845$373K0.03%+17813F-HRTimeline
Wilson & Boucher Capital Management, LLC3,800$370K0.26%013F-HRTimeline
GROUP ONE TRADING LLC3,795$369K0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC3,783$368K0.01%-12013F-HRTimeline
PRIVATE TRUST CO NA3,777$367K0.03%-1,46613F-HRTimeline
Empower Advisory Group, LLC3,738$364K<0.01%-7713F-HRTimeline
Argent Trust Co3,707$361K0.01%-5713F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC3,600$350K0.28%new13F-HRTimeline
SYNOVUS FINANCIAL CORP3,543$345K<0.01%-61313F-HRTimeline
Tennessee Valley Asset Management Partn…3,531$343K0.09%-8113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,517$342K<0.01%-5613F-HR/ATimelineGroup
Post Resch Tallon Group Inc.3,474$338K0.33%+213F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC3,451$336K0.15%new13F-HRTimeline
GWN SECURITIES INC.3,426$334K0.06%-9,23813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,400$331K0.03%-2413F-HRTimeline
Avidian Wealth Enterprises, LLC3,352$326K0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC3,313$322K<0.01%+9913F-HR/ATimeline
SteelPeak Wealth, LLC3,298$321K0.01%-14713F-HRTimeline
Sterling Investment Counsel, LLC3,281$319K0.19%-81213F-HRTimeline
Global Trust Asset Management, LLC3,258$317K0.17%-1,15013F-HRTimeline
McLean Asset Management Corp3,245$314K0.08%013F-HRTimeline
4Thought Financial Group Inc.3,211$312K0.17%-10913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,186$310K0.01%-7,93713F-HRTimelineGroup
SECURITY NATIONAL BANK OF SIOUX CITY IO…3,130$304K0.21%-18113F-HRTimeline
Harvest Investment Services, LLC3,120$304K0.07%+74813F-HRTimeline
Logan Stone Capital, LLC3,106$302K0.14%-155,11713F-HRTimeline
TOWER TRUST & INVESTMENT Co3,104$302K0.21%+20913F-HRTimeline
Focus Financial Network, Inc.3,089$300K0.01%+4113F-HRTimeline
CX Institutional3,078$299K0.01%013F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,013$293K0.01%-9313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.3,000$292K<0.01%013F-HRTimelineGroup
OneDigital Investment Advisors LLC2,964$288K<0.01%-2613F-HRTimeline
Intergy Private Wealth, LLC2,950$287K0.1%+42413F-HRTimeline
October Effect Ltd2,944$286K0.35%13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,889$281K0.04%+74213F-HRTimeline
Hoxton Planning & Management, LLC2,875$280K0.1%+1113F-HRTimeline
Broadview Financial Management, LLC2,854$278K0.19%+3013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,833$276K0.01%+1,69313F-HRTimelineGroup
PFG Advisors2,806$273K0.01%new13F-HRTimeline
Advisory Services Network, LLC2,799$271K<0.01%-4,95413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,765$269K<0.01%013F-HRTimelineGroup
Center For Asset Management LLC2,805$268K0.17%new13F-HRTimeline
Western Wealth Management, LLC2,752$268K0.02%+19413F-HRTimeline
Axis Wealth Partners, LLC2,706$263K0.17%-13913F-HRTimeline
Pine Valley Investments Ltd Liability Co2,686$261K0.02%+3513F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC2,650$256K0.03%new13F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC2,621$255K0.08%-50613F-HRTimeline
Bridgewater Advisors Inc.2,613$254K0.02%013F-HRTimeline
Bridgewater Associates, LP2,598$253K<0.01%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,563$249K0.02%-24313F-HRTimelineGroup
MPS Loria Financial Planners, LLC2,547$248K0.07%+8113F-HRTimeline
Parallel Advisors, LLC2,536$247K<0.01%+65213F-HRTimeline
Sunbelt Securities, Inc.2,582$247K0.02%+6213F-HRTimeline
Boreal Capital Management LLC0$244K0.2%13F-HRTimelineAmount filed as zero, left out of ratios.
TIEMANN INVESTMENT ADVISORS, LLC2,500$243K0.1%013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…2,500$243K0.18%new13F-HRTimelineGroup
King Wealth Management Group2,501$243K0.03%-14813F-HRTimeline