Ray Dalio’s JNK Holdings & Trades

First Buy
Q2 2021
Duration Held
18 Quarters
Largest Add
Q2 2021
+7,600 Shares
Current Position
2,598 Shares
$254,578 Value

Ray Dalio's JNK Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 2,598 shares of State Street SPDR Bloomberg High Yield Bond ETF (JNK) worth $254,578, representing 0.00% of the portfolio. First purchased in 2021-Q2, this medium-term investment has been held for 18 quarters.

Based on 13F filings, Ray Dalio has maintained a strategic position in JNK, demonstrating sustained confidence in this investment. Largest reduction occurred in Q2 2023, reducing 3,618 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's State Street SPDR Bloomberg High Yield Bond ETF (JNK) Holding Value Over Time

Track share changes against reported price movement

Quarterly State Street SPDR Bloomberg High Yield Bond ETF (JNK) Trades by Ray Dalio

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2021 +7,600 New Buy 7,600 $110.00
Q2 2022 -103 Reduce 1.36% 7,497 $90.70
Q2 2023 -3,618 Reduce 48.26% 3,879 $92.03
Q3 2023 -753 Reduce 19.41% 3,126 $90.40
Q4 2024 -528 Reduce 16.89% 2,598 $95.47

Ray Dalio's State Street SPDR Bloomberg High Yield Bond ETF Investment FAQs

Ray Dalio first purchased State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2021, acquiring 7,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held State Street SPDR Bloomberg High Yield Bond ETF (JNK) for 18 quarters since Q2 2021.

Ray Dalio's largest addition to State Street SPDR Bloomberg High Yield Bond ETF (JNK) was in Q2 2021, adding 7,600 shares worth $836,000.

According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 2,598 shares of State Street SPDR Bloomberg High Yield Bond ETF (JNK), valued at approximately $254,578.

As of the Q3 2025 filing, State Street SPDR Bloomberg High Yield Bond ETF (JNK) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.

Ray Dalio's peak holding in State Street SPDR Bloomberg High Yield Bond ETF (JNK) was 7,600 shares, as reported at the end of Q2 2021.