Jones Financial Companies
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Jones Financial Companies’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Jones Financial Companies’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.1M Buy
261,897
+54,300
+26% +$2.69M 0.01% 820
2026
Q1 		$9.2M Buy
207,597
+73,764
+55% +$3.46M ﹤0.01% 854
2025
Q4 		$5.94M Buy
133,833
+33,367
+33% +$1.46M ﹤0.01% 592
2025
Q3 		$4.26M Buy
100,466
+6,644
+7% +$275K ﹤0.01% 616
2025
Q2 		$3.79M Buy
93,822
+23,299
+33% +$893K ﹤0.01% 566
2025
Q1 		$2.59M Buy
70,523
+14,444
+26% +$522K ﹤0.01% 592
2024
Q4 		$1.91M Buy
56,079
+24,270
+76% +$869K ﹤0.01% 574
2024
Q3 		$1.2M Buy
31,809
+11,959
+60% +$432K ﹤0.01% 559
2024
Q2 		$696K Buy
19,850
+10,166
+105% +$362K ﹤0.01% 487
2024
Q1 		$347K Buy
9,684
+962
+11% +$33K ﹤0.01% 373
2023
Q4 		$297K Buy
+8,722
New +$277K ﹤0.01% 285

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Jones Financial Companies increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 26% in Q2 2026, buying an estimated $2.69M and bringing the position to 261,897 shares worth $13.1M. The position accounts for 0.01% of the portfolio, ranked #820.

Jones Financial Companies first reported a position in SPDW in Q4 2023 and has held it in 11 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Jones Financial Companies held 261,897 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $13.1M as of Q2 2026.
  • Jones Financial Companies bought 54,300 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $2.69M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #820 holding.
  • Jones Financial Companies first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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