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

Concurrent Investment 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 		$815K Buy
8,454
+191
+2% +$18.4K 0.01% 1123
2026
Q1 		$791K Buy
8,263
+880
+12% +$85.3K 0.01% 979
2025
Q4 		$718K Sell
7,383
-8,471
-53% -$823K 0.01% 981
2025
Q3 		$1.55M Sell
15,854
-3,274
-17% -$318K 0.03% 526
2025
Q2 		$1.86M Sell
19,128
-189
-1% -$17.9K 0.04% 452
2025
Q1 		$1.84M Buy
19,317
+3,382
+21% +$325K 0.04% 380
2024
Q4 		$1.52M Buy
15,935
+2,337
+17% +$226K 0.04% 387
2024
Q3 		$1.33M Sell
13,598
-2,195
-14% -$211K 0.04% 404
2024
Q2 		$1.49M Buy
15,793
+3,578
+29% +$336K 0.05% 351
2024
Q1 		$1.16M Buy
12,215
+1,463
+14% +$138K 0.05% 351
2023
Q4 		$1.02M Buy
+10,752
New +$982K 0.05% 334

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

Concurrent Investment Advisors's JNK Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 2.3% in Q2 2026, buying an estimated $18.4K and bringing the position to 8,454 shares worth $815K. The position accounts for 0.01% of the portfolio, ranked #1123.

Concurrent Investment Advisors first reported a position in JNK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.86M in Q2 2025. 555 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

  • Concurrent Investment Advisors held 8,454 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $815K as of Q2 2026.
  • Concurrent Investment Advisors bought 191 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $18.4K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1123 holding.
  • Concurrent Investment Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.86M in Q2 2025.
  • 555 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.