Jones Financial Companies
SPBO icon

Jones Financial Companies’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Jones Financial Companies’s Portfolio SPBO Stock Details SPBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.13K Buy
+73
New +$2.12K ﹤0.01% 4407
2026
Q1 		– Sell
-395
Closed -$11.6K – 4906
2025
Q4 		$11.6K Buy
+395
New +$11.7K ﹤0.01% 3155

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CI
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Bank of America
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PA
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DJSG
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GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

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

Jones Financial Companies opened a new position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2026: 73 shares worth $2.13K. The stake represents ﹤0.01% of the portfolio and ranks #4407 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in SPBO as recently as Q4 2025.

Jones Financial Companies first reported a position in SPBO in Q4 2025 and has held it in 2 quarters since. The position peaked at $11.6K in Q4 2025. 187 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Jones Financial Companies held 73 shares of State Street SPDR Portfolio Corporate Bond ETF worth $2.13K as of Q2 2026.
  • State Street SPDR Portfolio Corporate Bond ETF was a new Jones Financial Companies position in Q2 2026.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4407 holding.
  • Jones Financial Companies first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Jones Financial Companies's State Street SPDR Portfolio Corporate Bond ETF position peaked at $11.6K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

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