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Crestwood Advisors Group’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Crestwood Advisors Group’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
Q1 		$365K Hold
3,809
– – 0.01% 516
2025
Q4 		$370K Sell
3,809
-133
-3% -$12.9K 0.01% 458
2025
Q3 		$386K Hold
3,942
– – 0.01% 407
2025
Q2 		$383K Hold
3,942
– – 0.01% 389
2025
Q1 		$376K Sell
3,942
-1
-0% -$96 0.01% 387
2024
Q4 		$376K Hold
3,943
– – 0.01% 347
2024
Q3 		$386K Sell
3,943
-420
-10% -$40.3K 0.01% 333
2024
Q2 		$411K Hold
4,363
– – 0.01% 306
2024
Q1 		$415K Hold
4,363
– – 0.01% 304
2023
Q4 		$413K Hold
4,363
– – 0.01% 286
2023
Q3 		$394K Buy
4,363
+133
+3% +$12.2K 0.01% 264
2023
Q2 		$389K Sell
4,230
-2,755
-39% -$252K 0.01% 196
2023
Q1 		$648K Hold
6,985
– – 0.02% 168
2022
Q4 		$629K Hold
6,985
– – 0.02% 169
2022
Q3 		$614K Buy
+6,985
New +$651K 0.02% 174

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return