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

Realta 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
Q3 		$153K Sell
1,651
-1,269
-43% -$121K 0.04% 220
2026
Q2 		$281K Sell
2,920
-500
-15% -$48.2K 0.09% 179
2026
Q1 		$327K Sell
3,420
-950
-22% -$92.1K 0.11% 153
2025
Q4 		$425K Hold
4,370
– – 0.14% 137
2025
Q3 		$428K Buy
4,370
+3,900
+830% +$379K 0.14% 132
2025
Q2 		$45.7K Sell
470
-145
-24% -$13.8K 0.02% 234
2025
Q1 		$58.6K Buy
615
+171
+39% +$16.4K 0.03% 225
2024
Q4 		$42.6K Buy
444
+210
+90% +$20.3K 0.02% 260
2024
Q3 		$22.7K Sell
234
-2,346
-91% -$225K 0.01% 270
2024
Q2 		$243K Buy
2,580
+1,141
+79% +$107K 0.05% 351
2024
Q1 		$137K Sell
1,439
-1,336
-48% -$126K 0.03% 453
2023
Q4 		$263K Sell
2,775
-63
-2% -$5.75K 0.06% 343
2023
Q3 		$261K Hold
2,838
– – 0.06% 323
2023
Q2 		$261K Buy
+2,838
New +$260K 0.06% 340
2023
Q1 		– Sell
-1,812
Closed -$163K – 649
2022
Q4 		$163K Buy
1,812
+5
+0.3% +$452 0.04% 420
2022
Q3 		$159K Buy
+1,807
New +$168K 0.04% 394
2022
Q2 		– Sell
-2,354
Closed -$241K – 419
2022
Q1 		$241K Buy
2,354
+2
+0.1% +$208 0.05% 342
2021
Q4 		$255K Sell
2,352
-236
-9% -$25.6K 0.06% 349
2021
Q3 		$283K Buy
2,588
+231
+10% +$25.3K 0.07% 309
2021
Q2 		$259K Buy
2,357
+522
+28% +$56.9K 0.06% 319
2021
Q1 		$200K Sell
1,835
-348
-16% -$37.8K 0.05% 354
2020
Q4 		$238K Sell
2,183
-173
-7% -$18.4K 0.07% 281
2020
Q3 		$246K Sell
2,356
-183
-7% -$19.1K 0.08% 259
2020
Q2 		$257K Sell
2,539
-111
-4% -$11.1K 0.08% 270
2020
Q1 		$251K Sell
2,650
-5,876
-69% -$617K 0.11% 224
2019
Q4 		$922K Sell
8,526
-1,559
-15% -$169K 0.25% 87
2019
Q3 		$1.09M Sell
10,085
-3,942
-28% -$427K 0.3% 68
2019
Q2 		$1.52M Buy
14,027
+5,173
+58% +$558K 0.42% 38
2019
Q1 		$955K Buy
+8,854
New +$937K 0.43% 53

Other funds holding JNK

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
BBFA
Brindle & Bay Financial Advisors Frisco, Texas $268M AUM 13.55% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
GTWM
Global Trust Wealth Management West Palm Beach, Florida $139M AUM 12.13% 1-Year Est. Return

Realta Investment Advisors's JNK Position: Q3 2026 in Review

Realta Investment Advisors reduced its State Street SPDR Bloomberg High Yield Bond ETF (JNK) stake by 43% in Q3 2026, selling an estimated $121K and leaving 1,651 shares worth $153K. The position accounts for 0.04% of the portfolio, ranked #220.

Realta Investment Advisors first reported a position in JNK in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.52M in Q2 2019. 58 funds tracked by Wall St. Rank hold JNK as of Q3 2026.

  • Realta Investment Advisors held 1,651 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $153K as of Q3 2026.
  • Realta Investment Advisors sold 1,269 State Street SPDR Bloomberg High Yield Bond ETF shares in Q3 2026, an estimated $121K.
  • State Street SPDR Bloomberg High Yield Bond ETF made up 0.04% of Realta Investment Advisors's portfolio in Q3 2026, its #220 holding.
  • Realta Investment Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Realta Investment Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.52M in Q2 2019.
  • 58 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.