Jones Financial Companies
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Jones Financial Companies’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Jones Financial Companies’s Portfolio SLYG Stock Details SLYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.6M Buy
207,730
+34,196
+20% +$3.39M 0.01% 595
2025
Q4 		$16.3M Buy
173,534
+23,346
+16% +$2.2M 0.01% 359
2025
Q3 		$14.1M Buy
150,188
+19,396
+15% +$1.78M 0.01% 351
2025
Q2 		$11.6M Sell
130,792
-6,560
-5% -$548K 0.01% 337
2025
Q1 		$11.3M Buy
137,352
+27,081
+25% +$2.42M 0.01% 297
2024
Q4 		$9.96M Buy
110,271
+25,550
+30% +$2.42M 0.01% 262
2024
Q3 		$7.87M Buy
84,721
+24,700
+41% +$2.23M 0.01% 236
2024
Q2 		$5.15M Buy
60,021
+28,814
+92% +$2.46M 0.01% 207
2024
Q1 		$2.72M Buy
31,207
+5,169
+20% +$431K ﹤0.01% 177
2023
Q4 		$2.18M Buy
26,038
+6,158
+31% +$462K ﹤0.01% 166
2023
Q3 		$1.46M Buy
19,880
+2,979
+18% +$230K ﹤0.01% 172
2023
Q2 		$1.3M Buy
16,901
+3,862
+30% +$282K ﹤0.01% 177
2023
Q1 		$962K Buy
13,039
+1,546
+13% +$117K ﹤0.01% 182
2022
Q4 		$830K Buy
11,493
+6,022
+110% +$443K ﹤0.01% 190
2022
Q3 		$373K Buy
5,471
+2,119
+63% +$159K ﹤0.01% 204
2022
Q2 		$242K Buy
+3,352
New +$254K ﹤0.01% 225
2021
Q3 		– Sell
-388
Closed -$34K – 662
2021
Q2 		$34K Hold
388
– – ﹤0.01% 350
2021
Q1 		$33K Buy
+388
New +$33K ﹤0.01% 408

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.82B AUM 16.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return