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 Q2	$367K	Hold	3,809	–	–	0.01%	598
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 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

Crestwood Advisors Group's JNK Position: Q2 2026 in Review

Crestwood Advisors Group held its State Street SPDR Bloomberg High Yield Bond ETF (JNK) position steady in Q2 2026 at 3,809 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #598.

Crestwood Advisors Group first reported a position in JNK in Q3 2022 and has held it in 16 quarters since. The position peaked at $648K in Q1 2023. 556 funds tracked by Wall St. Rank hold JNK as of Q2 2026.

Crestwood Advisors Group held 3,809 shares of State Street SPDR Bloomberg High Yield Bond ETF worth $367K as of Q2 2026.
Crestwood Advisors Group 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 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #598 holding.
Crestwood Advisors Group first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q3 2022 and has held it in 16 quarters since.
Crestwood Advisors Group's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $648K in Q1 2023.
556 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.