MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income JNK — SPDR SER TR

Ownership history in MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income  ·  6 quarters on record

AI Ownership Summary

MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income reported SPDR SER TR (JNK) in 6 quarterly 13F filings from 2024 Q2 through 2024 Q4. Peak portfolio weight reached 23.48% in 2024 Q4. The latest visible filing shows JNK at 23.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JNK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

JNK was reported at 23.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
23.48% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JNK stock page MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income fund profile MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income full holdings
How MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income held JNK — position size vs. price
% of Fund (quarterly)    JNK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 ADDED — — — 242,000 +100,000 +70.4% 23.48% $23.1M 2025-02-14 (Est.) $86.59
2024 Q3 REDUCED 33.0% -0.2% ✅ 142,000 -70,000 -33.0% 13.85% $13.9M 2024-11-13 $85.12
2024 Q2 ADDED — — — 212,000 +180,000 +562.5% 17.19% $20.0M 2024-08-02 $82.16
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JNK

As of 2026 Q3 — sorted by position size

Japan Science & Technology Agency 3Y 4.88% Brindle & Bay Financial Advisors, LLC 3.99% Global Trust Wealth Management LLC 2.81% Financial & Tax Architects, LLC 3Y 1.12% Windsor Capital Management, LLC 3Y 7Y 1.05% Sincerus Advisory, LLC 1.02% MILESTONE ASSET MANAGEMENT, LLC 3Y 0.86% Aletheian Wealth Advisors LLC 3Y 0.55% Uptown Financial Advisors LLC 0.5% Fullerton Advisors, LLC 0.44%

FAQ About MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income and JNK

These are the practical questions this page is built to answer before you even open the full history table.

How long has MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income reported owning JNK?

MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income reported JNK across 3 quarterly 13F filings, from 2024 Q2 through 2024 Q4.

What was the largest reported JNK position in MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income's portfolio?

The largest reported portfolio weight for JNK was 23.48% in 2024 Q4.

What is the latest reported JNK position on this page?

The most recent filing on this page is 2024 Q4, when MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income reported 242,000 shares, equal to 23.48% of portfolio, with an estimated market value of $23.1M.

What does the chart on this JNK ownership page compare?

The chart compares MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income's quarterly JNK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income time their JNK position?

Based on 13F filing dates vs. subsequent JNK price moves, MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on JNK relative to SPY over the holding period was -15.7%.

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