Jones Financial Companies
SLYG icon

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
Q2 		$27.4M Buy
232,974
+25,244
+12% +$2.73M 0.01% 577
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 $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Jones Financial Companies increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 12% in Q2 2026, buying an estimated $2.73M and bringing the position to 232,974 shares worth $27.4M. The position accounts for 0.01% of the portfolio, ranked #577.

Jones Financial Companies first reported a position in SLYG in Q1 2021 and has held it in 19 quarters since. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Jones Financial Companies held 232,974 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $27.4M as of Q2 2026.
  • Jones Financial Companies bought 25,244 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $2.73M.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #577 holding.
  • Jones Financial Companies first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2021 and has held it in 19 quarters since.
  • 556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

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