Jones Financial Companies’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Jones Financial Companies’s Portfolio SPIP Stock Details SPIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$117K	Sell	4,552 -422	-8%	-$10.9K	﹤0.01%	2803
2026 Q1	$129K	Sell	4,974 -3,172	-39%	-$82.9K	﹤0.01%	2565
2025 Q4	$211K	Sell	8,146 -619	-7%	-$16.2K	﹤0.01%	1886
2025 Q3	$230K	Sell	8,765 -302	-3%	-$7.89K	﹤0.01%	1731
2025 Q2	$236K	Sell	9,067 -281	-3%	-$7.26K	﹤0.01%	1595
2025 Q1	$246K	Buy	9,348 +3,258	+53%	+$84.1K	﹤0.01%	1417
2024 Q4	$154K	Buy	6,090 +612	+11%	+$15.8K	﹤0.01%	1461
2024 Q3	$144K	Buy	5,478 +3,387	+162%	+$87.5K	﹤0.01%	1263
2024 Q2	$53.2K	Buy	+2,091	New	+$52.9K	﹤0.01%	1237

Other funds holding SPIP

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FBB

Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

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

Jones Financial Companies reduced its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 8.5% in Q2 2026, selling an estimated $10.9K and leaving 4,552 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #2803.

Jones Financial Companies first reported a position in SPIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $246K in Q1 2025. 200 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Jones Financial Companies held 4,552 shares of State Street SPDR Portfolio TIPS ETF worth $117K as of Q2 2026.
Jones Financial Companies sold 422 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $10.9K.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2803 holding.
Jones Financial Companies first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2024 and has held it in 9 quarters since.
Jones Financial Companies's State Street SPDR Portfolio TIPS ETF position peaked at $246K in Q1 2025.
200 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

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