Jones Financial Companies’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$418K Buy
2,409
+739
+44% +$128K ﹤0.01% 1341
2025
Q1
$287K Buy
1,670
+620
+59% +$107K ﹤0.01% 1348
2024
Q4
$174K Buy
1,050
+410
+64% +$67.8K ﹤0.01% 1417
2024
Q3
$108K Buy
640
+431
+206% +$72.8K ﹤0.01% 1368
2024
Q2
$31.9K Buy
+209
New +$31.9K ﹤0.01% 1401