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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.68M Buy
2025
Q2
$6.17M Buy
2025
Q1
$4.89M Buy
2024
Q4
$3.89M Buy
2024
Q3
$2.82M Buy
2024
Q2
$1.49M Buy
2024
Q1
$999K Buy
2023
Q4
$960K Buy
2023
Q3
$794K Buy
2023
Q2
$751K Buy
2023
Q1
$581K Buy
2022
Q4
$398K Buy
2022
Q3
$135K Buy
2022
Q2
$80K Buy