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

World 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	$3.69M	Buy	38,539 +3,045	+9%	+$293K	0.06%	327
2026 Q1	$3.4M	Buy	35,494 +2,548	+8%	+$247K	0.05%	351
2025 Q4	$3.2M	Buy	32,946 +7,874	+31%	+$765K	0.05%	358
2025 Q3	$2.46M	Buy	25,072 +1,634	+7%	+$159K	0.05%	362
2025 Q2	$2.28M	Sell	23,438 -26,565	-53%	-$2.52M	0.05%	353
2025 Q1	$4.77M	Buy	50,003 +18,726	+60%	+$1.8M	0.12%	197
2024 Q4	$2.99M	Buy	31,277 +7,952	+34%	+$768K	0.08%	269
2024 Q3	$2.28M	Buy	23,325 +21,163	+979%	+$2.03M	0.07%	278
2024 Q2	$204K	Buy	+2,162	New	+$203K	0.01%	597
2023 Q4	–	Sell	-2,288	Closed	-$207K	–	390
2023 Q3	$207K	Buy	+2,288	New	+$210K	0.04%	248
2021 Q3	–	Sell	-2,061	Closed	-$227K	–	258
2021 Q2	$227K	Buy	2,061 +53	+3%	+$5.78K	0.05%	224
2021 Q1	$218K	Sell	2,008 -100	-5%	-$10.9K	0.05%	210
2020 Q4	$231K	Buy	+2,108	New	+$225K	0.06%	202
2020 Q3	–	Sell	-2,076	Closed	-$218K	–	175
2020 Q2	$218K	Buy	+2,076	New	+$207K	0.08%	148
2020 Q1	–	Sell	-3,270	Closed	-$358K	–	161
2019 Q4	$358K	Sell	3,270 -180	-5%	-$19.5K	0.14%	95
2019 Q3	$375K	Buy	+3,450	New	+$374K	0.16%	77

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

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

World Investment Advisors increased its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 8.6% in Q2 2026, buying an estimated $293K and bringing the position to 38,539 shares worth $3.69M. The position accounts for 0.06% of the portfolio, ranked #327.

World Investment Advisors first reported a position in JNK in Q3 2019 and has held it in 16 quarters since. The position peaked at $4.77M in Q1 2025. 555 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

World Investment Advisors held 38,539 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $3.69M as of Q2 2026.
World Investment Advisors bought 3,045 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2026, an estimated $293K.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.06% of World Investment Advisors's portfolio in Q2 2026, its #327 holding.
World Investment Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2019 and has held it in 16 quarters since.
World Investment Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $4.77M in Q1 2025.
555 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.