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 Q2	$137K	Buy	1,628 +26	+2%	+$2.17K	﹤0.01%	2728
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

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

Jones Financial Companies increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 1.6% in Q2 2026, buying an estimated $2.17K and bringing the position to 1,628 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #2728.

Jones Financial Companies first reported a position in SPGM in Q2 2025 and has held it in 5 quarters since. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Jones Financial Companies held 1,628 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $137K as of Q2 2026.
Jones Financial Companies bought 26 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $2.17K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2728 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 5 quarters since.
179 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

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