Kovitz Investment Group Partners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Kovitz Investment Group Partners’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
2025 Q1	–	Sell	-4,015	Closed	-$383K	–	1278
2024 Q4	$383K	Hold	4,015	–	–	﹤0.01%	970
2024 Q3	$367K	Buy	4,015 +265	+7%	+$25.4K	﹤0.01%	823
2024 Q2	$354K	Hold	3,750	–	–	﹤0.01%	703
2024 Q1	$357K	Buy	+3,750	New	+$355K	﹤0.01%	561

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OPAM

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

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Kovitz Investment Group Partners's JNK Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2025, closing a stake of 4,015 shares — an estimated $383K sold.

Kovitz Investment Group Partners first reported a position in JNK in Q1 2024 and held it in 4 quarters. The position peaked at $383K in Q4 2024. 552 funds tracked by Wall St. Rank hold JNK as of Q1 2025.

Kovitz Investment Group Partners reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 4,015 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2025, an estimated $383K.
Kovitz Investment Group Partners first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2024 and held it in 4 quarters.
Kovitz Investment Group Partners's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $383K in Q4 2024.
552 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.