Jones Financial Companies’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$914K Sell
6,749
-203
-3% -$28.2K ﹤0.01% 1756
2025
Q4
$912K Buy
6,952
+1,063
+18% +$138K ﹤0.01% 1269
2025
Q3
$767K Buy
5,889
+376
+7% +$48.5K ﹤0.01% 1229
2025
Q2
$690K Buy
5,513
+2,549
+86% +$309K ﹤0.01% 1159
2025
Q1
$364K Buy
2,964
+468
+19% +$60.1K ﹤0.01% 1258
2024
Q4
$319K Buy
2,496
+1,193
+92% +$156K ﹤0.01% 1165
2024
Q3
$161K Buy
1,303
+472
+57% +$57K ﹤0.01% 1216
2024
Q2
$91.4K Buy
831
+115
+16% +$12.5K ﹤0.01% 1076
2024
Q1
$80.2K Buy
+716
New +$77.9K ﹤0.01% 637

Other funds holding SMLV

Jones Financial Companies's SMLV Position: Q1 2026 in Review

Jones Financial Companies reduced its State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) stake by 2.9% in Q1 2026, selling an estimated $28.2K and leaving 6,749 shares worth $914K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Jones Financial Companies first reported a position in SMLV in Q1 2024 and has held it in 9 quarters since. 94 funds tracked by Wall St. Rank hold SMLV as of Q1 2026.

  • Jones Financial Companies held 6,749 shares of State Street SPDR US Small Cap Low Volatility Index ETF worth $914K as of Q1 2026.
  • Jones Financial Companies sold 203 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q1 2026, an estimated $28.2K.
  • State Street SPDR US Small Cap Low Volatility Index ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1756 holding.
  • Jones Financial Companies first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q1 2024 and has held it in 9 quarters since.
  • 94 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.