Skip to content
Disclosery

JNK SPDR SERIES TRUST

Follow

BLOOMBERG HIGH Y (fund)

535 managers (539 13F filers) reported a position in JNK shares at 2025-09-30, 72,366,871 shares in all. 41 filers opened a position and 47 filers sold out during the quarter.

Managers
535
13F filers
539
New
41
Added
228
Reduced
156
Sold out
47
Shares held by filers
72,366,871

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
J.W. COLE ADVISORS, INC.14,077$1.38M0.03%+1,58213F-HRTimeline
Edgestream Partners, L.P.13,650$1.34M0.04%-21,84413F-HRTimeline
HARBOUR INVESTMENTS, INC.13,395$1.31M0.03%+2,29413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding13,210$1.29M+1,273Timeline
Arkadios Wealth Advisors13,081$1.28M0.03%+81313F-HRTimeline
White Lighthouse Investment Management …13,007$1.27M0.19%+7413F-HRTimeline
Forefront Wealth Partners, LLC12,873$1.26M0.32%new13F-HRTimeline
Ausdal Financial Partners, Inc.12,839$1.26M0.06%+77813F-HRTimeline
First Western Trust Bank12,805$1.25M0.06%new13F-HRTimeline
Tactive Advisors, LLC12,772$1.25M0.35%+2,78013F-HRTimeline
AE Wealth Management LLC12,756$1.25M0.01%+3,14413F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC12,681$1.24M0.15%+4,83713F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC12,665$1.24M0.01%013F-HRTimelineGroup
Lorne Steinberg Wealth Management Inc.12,510$1.23M0.3%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,508$1.23M0.01%-20713F-HRTimelineGroup
SGL Investment Advisors, Inc.12,472$1.2M0.5%+3,46513F-HRTimeline
DecisionMap Wealth Management, LLC12,241$1.2M0.77%-76513F-HRTimeline
WHITTIER TRUST CO12,276$1.2M0.01%013F-HRTimeline
MIdWestOne Financial Group, Inc.12,093$1.18M0.14%+1213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,047$1.18M<0.01%-7,36313F-HRTimelineGroup
Prudent Man Advisors, LLC11,988$1.17M0.43%013F-HRTimeline
NOVUS ADVISORS, LLC11,893$1.17M2.68%+4,21313F-HRTimeline
Consolidated Portfolio Review Corp11,884$1.16M0.15%+5,80013F-HRTimeline
Atria Investments, Inc11,739$1.15M0.01%-3,36813F-HRTimeline
PINNACLE ASSOCIATES LTD11,650$1.14M0.02%-6613F-HRTimeline
Aletheian Wealth Advisors LLC11,612$1.14M0.53%+7913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,597$1.14M0.07%+10213F-HRTimeline
WCG Wealth Advisors LLC11,563$1.13M0.07%+23113F-HRTimeline
Pure Financial Advisors, LLC11,282$1.11M0.02%-15613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC11,255$1.1M0.02%+3,51013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.11,180$1.1M0.68%+4,24113F-HRTimeline
Capital CS Group, LLC11,082$1.09M1.79%+14313F-HRTimeline
TBH Global Asset Management, LLC10,951$1.07M0.21%new13F-HRTimeline
Perigon Wealth Management, LLC10,741$1.05M0.02%+2613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,802$1.05M<0.01%+67613F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…10,700$1.05M1.54%new13F-HRTimelineGroup
Richard W. Paul & Associates, LLC10,679$1.05M0.36%+5613F-HRTimeline
EHRLICH FINANCIAL GROUP10,610$1.04M0.62%+1,12613F-HRTimeline
Compagnie Lombard Odier SCmA10,561$1.03M0.01%013F-HRTimeline
Robertson Stephens Wealth Management, L…10,444$1.02M0.03%+2,32813F-HRTimeline
Creative Planningin group Creative Planning10,401$1.02M<0.01%+5,99313F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,206$1M0.01%+64713F-HRTimelineGroup
Sunbeam Capital Management, LLC10,200$999K0.62%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …10,284$993K0.06%-1,52313F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB10,135$993K0.07%+1,29513F-HRTimeline
Pinnacle Financial Group, LLC / IL9,767$957K0.29%+13413F-HRTimeline
Professional Financial Advisors, LLC9,603$941K0.2%+1,89413F-HRTimeline
Meridian Wealth Management, LLC9,570$938K0.04%+72313F-HRTimeline
Coppell Advisory Solutions LLC9,538$935K0.1%+2,03013F-HRTimeline
Washington Trust Bank9,327$914K0.07%-33413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Covenant Partners, LLC9,158$897K0.25%+29913F-HRTimeline
Freedom Financial Partners LLC9,058$888K0.34%+31813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,794$862K<0.01%-1,50913F-HRTimeline
Foundations Investment Advisors, LLC8,767$859K0.01%+3,20013F-HRTimeline
Rialto Wealth Management, LLC8,737$856K0.22%-9,65013F-HRTimeline
Visionary Wealth Advisors8,641$847K0.04%+63913F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…8,621$845K0.01%013F-HRTimeline
Park Square Financial Group, LLC8,600$843K3.64%-3,74013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…8,500$833K0.07%-50013F-HRTimelineGroup
LOCKERMAN FINANCIAL GROUP, INC.8,385$822K1.04%+2,30413F-HRTimeline
GeoWealth Management, LLC8,300$813K0.03%+66413F-HRTimeline
Balboa Wealth Partners8,191$803K0.14%+3,78513F-HRTimeline
Gibbs Wealth Management8,073$791K0.18%-17,94013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\7,743$759K<0.01%+7,74213F-HRTimelineGroup
Strategic Investment Advisors / MI2,256$747K0.09%-5,19513F-HR/ATimeline
Advisory Services Network, LLC7,579$743K0.01%+4,78013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC7,437$729K0.08%+18013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE7,115$697K0.1%new13F-HRTimeline
Probity Advisors, Inc.6,921$678K0.11%-9313F-HRTimeline
Uptown Financial Advisors LLC6,876$674K0.59%-26213F-HRTimeline
Stanich Group LLC6,846$671K0.41%new13F-HRTimeline
Advisory Alpha, LLC6,815$665K0.02%013F-HRTimeline
Integrated Capital Management, LLC6,748$661K0.29%+7713F-HRTimeline
Arete Wealth Advisors, LLC6,799$658K0.04%new13F-HRTimeline
International Private Wealth Advisors L…6,577$645K0.41%+2,40113F-HRTimeline
Westside Investment Management, Inc.6,500$637K0.1%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC6,313$619K0.19%+5,33613F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC6,272$615K0.29%-2013F-HRTimeline
Medallion Wealth Advisors, LLC6,252$613K0.22%+3813F-HRTimeline
Sharper & Granite LLC6,246$612K0.22%+18013F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC6,113$599K0.55%-413F-HRTimeline
Merit Financial Group, LLC6,113$599K0.01%-33313F-HR/ATimeline
NOESIS CAPITAL MANGEMENT CORP6,104$598K0.09%-66613F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …6,100$598K0.1%-2,60013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.6,046$592K0.01%013F-HRTimelineGroup
Novak & Powell Financial Services, Inc.5,921$580K0.31%+9713F-HRTimeline
Inscription Capital, LLC5,877$576K0.06%-32713F-HRTimeline
Blue Barn Wealth, LLC5,831$571K0.25%-7913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,650$554K0.01%+1,00613F-HRTimeline
WEALTHGARDEN F.S. LLC5,675$553K0.39%013F-HRTimeline
Outlook Wealth Advisors, LLC5,514$540K0.13%+1,46913F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC5,498$539K0.24%-1,80013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,488$538K<0.01%-8113F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.5,434$532K0.03%-10813F-HRTimeline
IFP Advisors, Inc5,400$529K0.01%-2,05213F-HR/ATimeline
United Advisor Group, LLC5,371$526K0.07%+27713F-HRTimeline
First Citizens Asset Management, Inc.5,353$525K0.19%+54913F-HR/ATimeline
Crescent Grove Advisors, LLC5,308$520K0.05%013F-HRTimeline
Snowden Capital Advisors LLC5,181$508K0.01%+413F-HRTimeline
Capital Asset Advisory Services LLC5,172$507K0.02%-26,72913F-HRTimeline
Smartleaf Asset Management LLC5,162$506K0.03%+1,31713F-HRTimeline
Global Financial Private Client, LLC5,143$504K0.18%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC5,131$503K0.07%+2,24213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,124$501K<0.01%+37713F-HRTimelineGroup
Financial Partners Group, Inc5,062$496K0.06%new13F-HRTimeline
Auour Investments LLC5,007$491K0.16%+63413F-HRTimeline
Joel Isaacson & Co., LLC5,002$490K0.02%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,966$485K0.13%+2,52713F-HRTimeline
Global Assets Advisory, LLC4,928$483K0.14%+22813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,927$483K0.01%013F-HRTimeline
Yoffe Investment Management, LLC4,905$481K0.63%013F-HRTimeline
Wealth Advisory Solutions, LLC4,858$476K0.12%+113F-HRTimeline
Virtue Capital Management, LLC10,140$475K0.08%-4,43813F-HR/ATimeline
Adams Wealth Management4,793$470K0.1%-51213F-HRTimeline
CacheTech Inc.4,793$470K0.09%-51213F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC4,785$469K0.22%013F-HRTimeline
PFG Investments, LLC4,688$459K0.02%+5913F-HRTimeline
RWA WEALTH PARTNERS, LLC4,646$455K0.01%-9213F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC4,632$454K0.18%+1,18113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,613$452K<0.01%-7113F-HRTimelineGroup
Gladstone Institutional Advisory LLC4,582$449K0.02%-84013F-HRTimeline
FIRST CITIZENS INVESTOR SERVICES, INC.4,521$443K0.17%13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …4,450$436K0.01%013F-HRTimelineGroup
Single Point Partners, LLC4,392$430K0.09%+2213F-HRTimeline
Realta Investment Advisors4,370$428K0.14%+3,90013F-HRTimeline
Financial Network Wealth Advisors LLC4,355$427K0.47%-26613F-HRTimeline
Centennial Wealth Advisory LLC4,322$424K0.12%-83413F-HRTimeline
B. Riley Wealth Advisors, Inc.4,258$417K0.02%-63613F-HRTimeline
HANCOCK WHITNEY CORP4,187$410K0.01%013F-HRTimeline
Peak Financial Management, Inc.4,177$409K0.11%013F-HRTimeline
Maridea Wealth Management LLC4,180$407K0.06%new13F-HRTimeline
Midwest Trust Co4,087$400K0.01%+5713F-HRTimeline
Fortis Capital Management LLC4,051$397K0.06%+6713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,036$395K0.01%013F-HRTimeline
Larson Financial Group LLC4,033$395K0.01%+13113F-HRTimeline
Beaumont Financial Advisors, LLC4,030$395K0.03%013F-HRTimeline
Ashton Thomas Private Wealth, LLC4,011$393K0.01%-19613F-HRTimeline
PRIVATE TRUST CO NA3,985$390K0.03%+20813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,949$387K<0.01%013F-HRTimelineGroup
Crestwood Advisors Group, LLC3,942$386K0.01%013F-HRTimeline
PAX Financial Group, LLC3,905$383K0.07%-1,08713F-HRTimeline
TOWNSQUARE CAPITAL LLC3,897$382K0.06%-2,53713F-HRTimeline
Orion Porfolio Solutions, LLC3,832$376K<0.01%+51913F-HRTimeline
Wilson & Boucher Capital Management, LLC3,800$372K0.24%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …3,738$366K<0.01%013F-HRTimelineGroup
CONTINENTAL INVESTORS SERVICES, INC.3,753$365K0.54%-33713F-HRTimeline
Argent Trust Co3,683$361K0.01%-2413F-HRTimeline
Trivium Point Advisory, LLC3,627$355K0.04%-1,00913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,595$352K<0.01%+7813F-HRTimelineGroup
Tennessee Valley Asset Management Partn…3,573$350K0.05%+4213F-HRTimeline
Private Wealth Group, LLC3,552$348K0.17%-45213F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,513$344K0.03%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,503$343K0.01%-42513F-HRTimeline
Dynamic Advisor Solutions LLC3,493$342K0.01%-29013F-HRTimeline
Post Resch Tallon Group Inc.3,401$333K0.29%-7313F-HRTimeline
WealthPLAN Partners, LLC3,378$331K0.05%-76813F-HRTimeline
Edge Financial Advisors LLC3,368$330K0.15%-52813F-HRTimeline
Avidian Wealth Enterprises, LLC3,352$328K0.01%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,349$328K0.02%-5113F-HRTimeline
Heritage Trust Co3,347$328K0.03%-1,34313F-HRTimeline
Valtinson Bruner Financial Planning LLC3,337$327K0.1%new13F-HRTimeline
SteelPeak Wealth, LLC3,298$323K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,300$323K0.01%+28713F-HRTimelineGroup
TOWER TRUST & INVESTMENT Co3,237$317K0.21%+13313F-HRTimeline
Janney Montgomery Scott LLC3,240$317K<0.01%-1,99113F-HRTimeline
McLean Asset Management Corp3,245$316K0.07%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,214$315K<0.01%+1,31413F-HRTimelineGroup
4Thought Financial Group Inc.3,208$314K0.16%-313F-HRTimeline
Fiduciary Wealth Partners, LLC3,183$312K0.13%+3,18313F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…3,133$307K0.2%+313F-HRTimeline
Focus Financial Network, Inc.3,130$307K0.01%+4113F-HRTimeline
Intergy Private Wealth, LLC3,084$302K0.09%+13413F-HRTimeline
CX Institutional3,078$302K0.01%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.3,000$294K<0.01%013F-HRTimelineGroup
PFG Advisors2,997$294K0.01%+19113F-HRTimeline
October Effect Ltd2,929$287K0.32%-1513F-HRTimeline
Global Trust Asset Management, LLC2,795$274K0.12%-46313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,765$271K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,755$270K0.02%+1,90713F-HRTimeline
Axis Wealth Partners, LLC2,743$269K0.16%+3713F-HRTimeline
Joseph Group Capital Management2,729$267K0.08%+1,82713F-HRTimeline
True Vision MN LLC2,714$266K0.14%new13F-HRTimeline
Accurate Wealth Management, LLC2,710$263K0.03%+59713F-HRTimeline
Parallel Advisors, LLC2,656$260K<0.01%+12013F-HRTimeline
MPS Loria Financial Planners, LLC2,650$260K0.07%+10313F-HRTimeline
Hoxton Planning & Management, LLC2,648$259K0.08%-22713F-HRTimeline
Western Wealth Management, LLC2,643$259K0.01%-10913F-HRTimeline
Bridgewater Associates, LP2,598$255K<0.01%013F-HRTimeline
Bridgewater Advisors Inc.2,613$253K0.02%013F-HRTimeline
Broadview Financial Management, LLC2,512$246K0.17%-34213F-HRTimeline
Boreal Capital Management LLC0$246K0.2%013F-HRTimelineAmount filed as zero, left out of ratios.
King Wealth Management Group2,501$245K0.03%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,500$245K0.09%013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…2,500$245K0.16%013F-HRTimelineGroup
Empirical Asset Management, LLC2,477$243K0.07%+28813F-HRTimeline
Investments & Financial Planning, LLC2,475$243K0.13%+1913F-HRTimeline
OneDigital Investment Advisors LLC2,471$242K<0.01%-49313F-HRTimeline
OFC FINANCIAL PLANNING, LLC2,421$237K0.23%-5713F-HRTimeline
HUB Investment Partners, LLC2,404$236K0.01%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,401$235K0.05%013F-HRTimeline