Crescent Grove Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Crescent Grove 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 Q2	$512K	Hold	5,308	–	–	0.04%	181
2026 Q1	$508K	Hold	5,308	–	–	0.05%	181
2025 Q4	$516K	Hold	5,308	–	–	0.05%	172
2025 Q3	$520K	Hold	5,308	–	–	0.05%	167
2025 Q2	$516K	Buy	5,308 +1,094	+26%	+$104K	0.05%	157
2025 Q1	$402K	Hold	4,214	–	–	0.04%	174
2024 Q4	$402K	Buy	4,214 +1,036	+33%	+$100K	0.04%	181
2024 Q3	$311K	Sell	3,178 -7,783	-71%	-$747K	0.03%	212
2024 Q2	$1.03M	Hold	10,961	–	–	0.11%	111
2024 Q1	$1.04M	Hold	10,961	–	–	0.11%	116
2023 Q4	$1.04M	Hold	10,961	–	–	0.12%	116
2023 Q3	$991K	Buy	10,961 +3,319	+43%	+$304K	0.12%	115
2023 Q2	$703K	Buy	7,642 +3,233	+73%	+$296K	0.08%	137
2023 Q1	$409K	Buy	+4,409	New	+$405K	0.05%	196

Other funds holding JNK

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OPAM

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Crescent Grove Advisors's JNK Position: Q2 2026 in Review

Crescent Grove Advisors held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q2 2026 at 5,308 shares worth $512K. The position accounts for 0.04% of the portfolio, ranked #181.

Crescent Grove Advisors first reported a position in JNK in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.04M in Q1 2024. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Crescent Grove Advisors held 5,308 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $512K as of Q2 2026.
Crescent Grove Advisors left its State Street SPDR Bloomberg High Yield Bond ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg High Yield Bond ETF made up 0.04% of Crescent Grove Advisors's portfolio in Q2 2026, its #181 holding.
Crescent Grove Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2023 and has held it in 14 quarters since.
Crescent Grove Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $1.04M in Q1 2024.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.