Jones Financial Companies
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Jones Financial Companies’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$19.6M Buy
225,993
+57,154
+34% +$4.96M 0.01% 262
2025
Q1
$13.4M Buy
168,839
+50,619
+43% +$4.02M 0.01% 275
2024
Q4
$10.3M Buy
118,220
+36,765
+45% +$3.19M 0.01% 254
2024
Q3
$7.15M Buy
81,455
+28,780
+55% +$2.53M 0.01% 246
2024
Q2
$4.43M Buy
52,675
+15,980
+44% +$1.34M 0.01% 220
2024
Q1
$3.2M Buy
36,695
+4,389
+14% +$383K ﹤0.01% 167
2023
Q4
$2.44M Buy
32,306
+19,829
+159% +$1.5M ﹤0.01% 158
2023
Q3
$863K Buy
12,477
+1,604
+15% +$111K ﹤0.01% 192
2023
Q2
$779K Buy
10,873
+3,804
+54% +$273K ﹤0.01% 195
2023
Q1
$484K Buy
7,069
+1,091
+18% +$74.7K ﹤0.01% 216
2022
Q4
$391K Buy
5,978
+1,694
+40% +$111K ﹤0.01% 225
2022
Q3
$259K Buy
4,284
+1,856
+76% +$112K ﹤0.01% 223
2022
Q2
$153K Buy
+2,428
New +$153K ﹤0.01% 256