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 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CX Institutional's JNK Position: Q2 2026 in Review

CX Institutional increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 17% in Q2 2026, buying an estimated $51.1K and bringing the position to 3,710 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #569.

CX Institutional first reported a position in JNK in Q2 2020 and has held it in 20 quarters since. The position peaked at $484K in Q1 2023. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

CX Institutional held 3,710 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $358K as of Q2 2026.
CX Institutional bought 530 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $51.1K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #569 holding.
CX Institutional first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q2 2020 and has held it in 20 quarters since.
CX Institutional's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $484K in Q1 2023.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.