Raleigh Capital Management Inc. JNK SPDR BLOOMBERG HIGH YIELD BOND ETF

Ownership history in Raleigh Capital Management Inc.  ·  17 quarters on record

AI Ownership Summary

Raleigh Capital Management Inc. reported SPDR BLOOMBERG HIGH YIELD BOND ETF (JNK) in 17 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.66% in 2024 Q4. The latest visible filing shows JNK at 0.70% 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 Raleigh Capital Management Inc.'s position in SPDR BLOOMBERG HIGH YIELD BOND ETF, 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
2026 Q1

JNK was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.66% 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 2026 Q1

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 Raleigh Capital Management Inc. 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 21,320 +12,044 +129.8% 0.70% $2.0M 2026-04-28 $95.74
2025 Q4 REDUCED 72.9% -0.4% 9,276 -24,907 -72.9% 0.33% $902K 2026-01-21 $95.19
2025 Q3 ADDED 34,183 +13,614 +66.2% 1.27% $3.3M 2025-11-04 $92.95
2025 Q2 ADDED 20,569 +12,590 +157.8% 0.84% $2.0M 2025-07-17 $90.92
2025 Q1 REDUCED 82.3% +3.8% 7,979 -37,053 -82.3% 0.34% $760K 2025-04-29 $88.22
2024 Q4 ADDED 45,032 +27,331 +154.4% 1.66% $4.3M 2025-01-17 $87.84
2024 Q3 REDUCED 39.2% -0.2% 17,701 -11,412 -39.2% 0.67% $1.7M 2024-10-21 $86.64
2024 Q2 ADDED 29,113 +2,959 +11.3% 1.17% $2.7M 2024-07-31 $84.47
2024 Q1 ADDED 26,154 +19,413 +288.0% 1.07% $2.5M 2024-05-13 $81.94
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JNK

As of 2026 Q2 — sorted by position size

Silverleafe Capital Partners, LLC 3Y 7Y 4.31% CX Institutional 3Y 7Y 0.01% EASTERN BANK 3Y 7Y 0.0%

FAQ About Raleigh Capital Management Inc. and JNK

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

How long has Raleigh Capital Management Inc. reported owning JNK?

Raleigh Capital Management Inc. reported JNK across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported JNK position in Raleigh Capital Management Inc.'s portfolio?

The largest reported portfolio weight for JNK was 1.66% in 2024 Q4.

What is the latest reported JNK position on this page?

The most recent filing on this page is 2026 Q1, when Raleigh Capital Management Inc. reported 21,320 shares, equal to 0.70% of portfolio, with an estimated market value of $2.0M.

What does the chart on this JNK ownership page compare?

The chart compares Raleigh Capital Management Inc.'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 Raleigh Capital Management Inc. time their JNK position?

Based on 13F filing dates vs. subsequent JNK price moves, Raleigh Capital Management Inc. correctly timed 8 out of 16 reported position changes (50%). The annualised alpha on JNK relative to SPY over the holding period was -7.4%.

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