Jones Financial Companies
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Jones Financial Companies’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Jones Financial Companies’s Portfolio RWR Stock Details RWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$238K Buy
2,399
+134
+6% +$13.8K ﹤0.01% 2331
2025
Q4 		$222K Buy
2,265
+137
+6% +$13.6K ﹤0.01% 1860
2025
Q3 		$212K Buy
2,128
+1,028
+93% +$101K ﹤0.01% 1760
2025
Q2 		$105K Buy
1,100
+371
+51% +$35.6K ﹤0.01% 1920
2025
Q1 		$71.7K Buy
729
+211
+41% +$21.1K ﹤0.01% 1917
2024
Q4 		$51.2K Buy
518
+347
+203% +$36.1K ﹤0.01% 1869
2024
Q3 		$18.1K Buy
171
+28
+20% +$2.83K ﹤0.01% 1985
2024
Q2 		$13.3K Buy
+143
New +$13K ﹤0.01% 1668

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