JNK β€” SPDR SER TR

Ownership history in KFA Private Wealth Group, LLC  Β·  8 quarters on record

AI Ownership Summary

KFA Private Wealth Group, LLC reported SPDR SER TR (JNK) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.18% in 2024 Q4. The latest visible filing shows JNK at 1.30% 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.

What this JNK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KFA Private Wealth Group, LLC'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
2025 Q4

JNK was reported at 1.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.18% 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 Q1 to 2025 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.

How KFA Private Wealth Group, LLC held JNK β€” position size vs. price
% of Fund (quarterly)    JNK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 54,875 +2,402 +4.6% 1.30% $5.3M 2026-02-14 (Est.) $96.42
2025 Q3 ADDED 52,473 +6,483 +14.1% 1.47% $5.1M 2025-10-03 $94.34
2025 Q2 REDUCED 45,990 -12,785 -21.8% 1.39% $4.5M 2025-07-24 $92.29
2025 Q1 ADDED 58,775 +4,284 +7.9% 1.96% $5.6M 2025-05-07 $88.97
2024 Q4 ADDED 54,491 +10,475 +23.8% 2.18% $5.2M 2025-01-22 $88.92
2024 Q3 ADDED 44,016 +23,318 +112.7% 2.05% $4.3M 2024-10-18 $87.95
2024 Q2 ADDED 20,698 +15,426 +292.6% 1.01% $2.0M 2024-08-07 $84.85
2024 Q1 INITIATED 5,272 β€” β€” 0.16% $502K 2024-05-01 $82.20

FAQ About KFA Private Wealth Group, LLC and JNK

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

How long has KFA Private Wealth Group, LLC reported owning JNK?

KFA Private Wealth Group, LLC reported JNK across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported JNK position in KFA Private Wealth Group, LLC's portfolio?

The largest reported portfolio weight for JNK was 2.18% in 2024 Q4.

What is the latest reported JNK position on this page?

The most recent filing on this page is 2025 Q4, when KFA Private Wealth Group, LLC reported 54,875 shares, equal to 1.30% of portfolio, with an estimated market value of $5.3M.

What does the chart on this JNK ownership page compare?

The chart compares KFA Private Wealth Group, LLC'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.

← Back to KFA Private Wealth Group, LLC Holdings