RAFFA WEALTH MANAGEMENT, LLC’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2025 Q2	–	Sell	-166	Closed	-$15.8K	–	1122
2025 Q1	$15.8K	Hold	166	–	–	﹤0.01%	250
2024 Q4	$15.8K	Buy	+166	New	+$16K	﹤0.01%	265
2015 Q1	–	Sell	-171	Closed	-$19.8K	–	821
2014 Q4	$19.8K	Hold	171	–	–	0.01%	117
2014 Q3	$20.6K	Sell	171 -81	-32%	-$9.96K	0.02%	113
2014 Q2	$31.6K	Buy	252 +19	+8%	+$2.36K	0.02%	96
2014 Q1	$28.9K	Buy	233 +62	+36%	+$7.62K	0.02%	98
2013 Q4	$19.8K	Buy	+171	New	+$20.7K	0.01%	117

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's JNK Position: Q2 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2025, closing a stake of 166 shares — an estimated $15.8K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in JNK in Q4 2013 and held it in 7 quarters. The position peaked at $31.6K in Q2 2014. 549 funds tracked by Wall St. Rank hold JNK as of Q2 2025.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 166 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2025, an estimated $15.8K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2013 and held it in 7 quarters.
RAFFA WEALTH MANAGEMENT, LLC's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $31.6K in Q2 2014.
549 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2025, filed 27 Jul 2026.