Jones Financial Companies
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Jones Financial Companies’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Jones Financial Companies’s Portfolio SPGM Stock Details SPGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$118K Buy
1,602
+181
+13% +$14.2K ﹤0.01% 2609
2025
Q4 		$109K Hold
1,421
– – ﹤0.01% 2189
2025
Q3 		$106K Sell
1,421
-141
-9% -$10.1K ﹤0.01% 2065
2025
Q2 		$107K Buy
+1,562
New +$100K ﹤0.01% 1908

Other funds holding SPGM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Jones Financial Companies increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 13% in Q1 2026, buying an estimated $14.2K and bringing the position to 1,602 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #2609.

Jones Financial Companies first reported a position in SPGM in Q2 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold SPGM as of Q1 2026.

  • Jones Financial Companies held 1,602 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $118K as of Q1 2026.
  • Jones Financial Companies bought 181 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2026, an estimated $14.2K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2609 holding.
  • Jones Financial Companies first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2025 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2026.

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