Arete Wealth Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-6,799
| Closed | -$658K | – | 567 |
|
|
2025
Q3 | $658K | Buy |
+6,799
| New | +$661K | 0.04% | 369 |
|
|
2024
Q3 | – | Sell |
-3,693
| Closed | -$348K | – | 768 |
|
|
2024
Q2 | $348K | Buy |
+3,693
| New | +$347K | 0.03% | 498 |
|
|
2024
Q1 | – | Sell |
-5,517
| Closed | -$523K | – | 559 |
|
|
2023
Q4 | $523K | Buy |
5,517
+504
| +10% | +$46K | 0.04% | 391 |
|
|
2023
Q3 | $453K | Sell |
5,013
-2,094
| -29% | -$192K | 0.08% | 254 |
|
|
2023
Q2 | $654K | Buy |
7,107
+2,344
| +49% | +$215K | 0.06% | 306 |
|
|
2023
Q1 | $442K | Sell |
4,763
-11,706
| -71% | -$1.08M | 0.04% | 378 |
|
|
2022
Q4 | $1.48M | Buy |
16,469
+10,950
| +198% | +$989K | 0.13% | 143 |
|
|
2022
Q3 | $485K | Buy |
+5,519
| New | +$514K | 0.05% | 307 |
|
|
2022
Q1 | – | Sell |
-3,225
| Closed | -$350K | – | 535 |
|
|
2021
Q4 | $350K | Sell |
3,225
-11,260
| -78% | -$1.22M | 0.03% | 356 |
|
|
2021
Q3 | $1.05M | Buy |
+14,485
| New | +$1.59M | 0.12% | 163 |
|
|
2020
Q3 | – | Sell |
-2,163
| Closed | -$219K | – | 403 |
|
|
2020
Q2 | $219K | Buy |
+2,163
| New | +$215K | 0.04% | 338 |
|
|
2019
Q3 | – | Sell |
-1,958
| Closed | -$213K | – | 428 |
|
|
2019
Q2 | $213K | Buy |
+1,958
| New | +$211K | 0.04% | 357 |
|
|
2018
Q4 | – | Sell |
-2,757
| Closed | -$298K | – | 389 |
|
|
2018
Q3 | $298K | Buy |
2,757
+43
| +2% | +$4.62K | 0.07% | 271 |
|
|
2018
Q2 | $289K | Sell |
2,714
-585
| -18% | -$62.8K | 0.07% | 280 |
|
|
2018
Q1 | $355K | Sell |
3,299
-3,203
| -49% | -$349K | 0.12% | 213 |
|
|
2017
Q4 | $716K | Buy |
6,502
+367
| +6% | +$40.7K | 0.23% | 120 |
|
|
2017
Q3 | $687K | Buy |
6,135
+2,638
| +75% | +$294K | 0.27% | 117 |
|
|
2017
Q2 | $390K | Buy |
3,497
+573
| +20% | +$63.7K | 0.18% | 161 |
|
|
2017
Q1 | $324K | Sell |
2,924
-92
| -3% | -$10.2K | 0.14% | 147 |
|
|
2016
Q4 | $330K | Buy |
3,016
+528
| +21% | +$57.5K | 0.15% | 122 |
|
|
2016
Q3 | $274K | Buy |
2,488
+409
| +20% | +$44.5K | 0.16% | 113 |
|
|
2016
Q2 | $223K | Buy |
+2,079
| New | +$218K | 0.14% | 120 |
|
|
2015
Q4 | – | Sell |
-3,719
| Closed | -$398K | – | 142 |
|
|
2015
Q3 | $398K | Sell |
3,719
-894
| -19% | -$100K | 0.31% | 65 |
|
|
2015
Q2 | $532K | Sell |
4,613
-372
| -7% | -$43.7K | 0.36% | 64 |
|
|
2015
Q1 | $587K | Buy |
4,985
+105
| +2% | +$12.3K | 0.38% | 67 |
|
|
2014
Q4 | $565K | Sell |
4,880
-3,141
| -39% | -$373K | 0.4% | 61 |
|
|
2014
Q3 | $967K | Buy |
8,021
+34
| +0.4% | +$4.18K | 0.73% | 29 |
|
|
2014
Q2 | $1M | Buy |
7,987
+694
| +10% | +$86.2K | 0.78% | 28 |
|
|
2014
Q1 | $904K | Buy |
7,293
+115
| +2% | +$14.1K | 0.84% | 30 |
|
|
2013
Q4 | $873K | Buy |
+7,178
| New | +$871K | 0.86% | 26 |
|
Other funds holding JNK
CCMG
JSTA
AFI
OPAM
NMIMC
Arete Wealth Advisors's JNK Position: Q4 2025 in Review
Arete Wealth Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2025, closing a stake of 6,799 shares — an estimated $658K sold.
Arete Wealth Advisors first reported a position in JNK in Q4 2013 and held it in 30 quarters. The position peaked at $1.48M in Q4 2022. 562 funds tracked by Wall St. Rank hold JNK as of Q4 2025.
- Arete Wealth Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
- Arete Wealth Advisors sold 6,799 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2025, an estimated $658K.
- Arete Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2013 and held it in 30 quarters.
- Arete Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.48M in Q4 2022.
- 562 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2025.
Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.