CX Institutional’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

CX Institutional’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 Q3	$349K	Buy	3,765 +55	+1%	+$5.24K	0.01%	578
2026 Q2	$358K	Buy	3,710 +530	+17%	+$51.1K	0.01%	569
2026 Q1	$304K	Buy	3,180 +27	+0.9%	+$2.62K	0.01%	600
2025 Q4	$306K	Buy	3,153 +75	+2%	+$7.28K	0.01%	574
2025 Q3	$302K	Hold	3,078	–	–	0.01%	567
2025 Q2	$299K	Hold	3,078	–	–	0.01%	507
2025 Q1	$293K	Sell	3,078 -264	-8%	-$25.4K	0.01%	487
2024 Q4	$319K	Buy	3,342 +264	+9%	+$25.5K	0.01%	425
2024 Q3	$301K	Hold	3,078	–	–	0.01%	466
2024 Q2	$290K	Hold	3,078	–	–	0.01%	468
2024 Q1	$293K	Hold	3,078	–	–	0.01%	460
2023 Q4	$292K	Sell	3,078 -219	-7%	-$20K	0.02%	412
2023 Q3	$298K	Hold	3,297	–	–	0.02%	401
2023 Q2	$303K	Sell	3,297 -1,949	-37%	-$178K	0.02%	421
2023 Q1	$484K	Hold	5,246	–	–	0.03%	348
2022 Q4	$472K	Hold	5,246	–	–	0.03%	370
2022 Q3	$461K	Buy	5,246 +1,949	+59%	+$182K	0.03%	343
2022 Q2	$299K	Buy	+3,297	New	+$318K	0.02%	384
2021 Q1	–	Sell	-20	Closed	-$2K	–	876
2020 Q4	$2K	Hold	20	–	–	﹤0.01%	818
2020 Q3	$2K	Sell	20 -1,010	-98%	-$106K	﹤0.01%	811
2020 Q2	$104K	Buy	+1,030	New	+$103K	0.01%	284

Other funds holding JNK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return

Jessup Wealth Management Dayton, Ohio $476M AUM 48.42% 1-Year Est. Return

Harper Investing Santa Clara, California $323M AUM 15.37% 1-Year Est. Return

Brindle & Bay Financial Advisors Frisco, Texas $268M AUM 13.55% 1-Year Est. Return

CX Institutional's JNK Position: Q3 2026 in Review

CX Institutional increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 1.5% in Q3 2026, buying an estimated $5.24K and bringing the position to 3,765 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #578.

CX Institutional first reported a position in JNK in Q2 2020 and has held it in 21 quarters since. The position peaked at $484K in Q1 2023. 120 funds tracked by Wall St. Rank hold JNK as of Q3 2026.

CX Institutional held 3,765 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $349K as of Q3 2026.
CX Institutional bought 55 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2026, an estimated $5.24K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #578 holding.
CX Institutional first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2020 and has held it in 21 quarters since.
CX Institutional's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $484K in Q1 2023.
120 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.