Jones Financial Companies
SPIB icon

Jones Financial Companies’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Jones Financial Companies’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.6M Buy
256,474
+24,837
+11% +$831K ﹤0.01% 976
2026
Q1 		$7.71M Buy
231,637
+17,458
+8% +$590K ﹤0.01% 915
2025
Q4 		$7.24M Buy
214,179
+40,069
+23% +$1.36M ﹤0.01% 535
2025
Q3 		$5.89M Buy
174,110
+53,256
+44% +$1.79M ﹤0.01% 530
2025
Q2 		$4.05M Buy
120,854
+59,939
+98% +$1.98M ﹤0.01% 548
2025
Q1 		$2.02M Buy
60,915
+19,211
+46% +$633K ﹤0.01% 647
2024
Q4 		$1.37M Buy
41,704
+17,265
+71% +$571K ﹤0.01% 662
2024
Q3 		$826K Buy
24,439
+13,368
+121% +$444K ﹤0.01% 661
2024
Q2 		$360K Buy
11,071
+8,831
+394% +$286K ﹤0.01% 648
2024
Q1 		$73.2K Buy
+2,240
New +$73.1K ﹤0.01% 663

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

Jones Financial Companies increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 11% in Q2 2026, buying an estimated $831K and bringing the position to 256,474 shares worth $8.6M. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Jones Financial Companies first reported a position in SPIB in Q1 2024 and has held it in 10 quarters since. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Jones Financial Companies held 256,474 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $8.6M as of Q2 2026.
  • Jones Financial Companies bought 24,837 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $831K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #976 holding.
  • Jones Financial Companies first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

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