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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jones Financial Companies increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 8.2% in Q1 2026, buying an estimated $590K and bringing the position to 231,637 shares worth $7.71M. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Jones Financial Companies first reported a position in SPIB in Q1 2024 and has held it in 9 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Jones Financial Companies held 231,637 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $7.71M as of Q1 2026.
Jones Financial Companies bought 17,458 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $590K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #915 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 9 quarters since.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

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