Jones Financial Companies
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Jones Financial Companies’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Jones Financial Companies’s Portfolio EFIV Stock Details EFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,051
Closed -$66.3K – 5040
2026
Q1 		$66.3K Buy
+1,051
New +$69.5K ﹤0.01% 2837

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TF
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KOC
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BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
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SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Jones Financial Companies's EFIV Position: Q2 2026 in Review

Jones Financial Companies sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q2 2026, closing a stake of 1,051 shares — an estimated $66.3K sold.

Jones Financial Companies first reported a position in EFIV in Q1 2026 and held it in 1 quarter. The position peaked at $66.3K in Q1 2026. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Jones Financial Companies reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 1,051 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $66.3K.
  • Jones Financial Companies first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2026 and held it in 1 quarter.
  • Jones Financial Companies's State Street SPDR S&P 500 ESG ETF position peaked at $66.3K in Q1 2026.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.