Jones Financial Companies
SPLB icon

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

Jones Financial Companies’s Portfolio SPLB Stock Details SPLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.83M Buy
84,048
+2,208
+3% +$49.9K ﹤0.01% 1466
2025
Q4 		$1.85M Buy
81,840
+47,197
+136% +$1.08M ﹤0.01% 988
2025
Q3 		$798K Buy
34,643
+15,483
+81% +$350K ﹤0.01% 1214
2025
Q2 		$428K Sell
19,160
-3,651
-16% -$80.2K ﹤0.01% 1331
2025
Q1 		$513K Buy
22,811
+392
+2% +$8.8K ﹤0.01% 1114
2024
Q4 		$498K Buy
22,419
+18,730
+508% +$433K ﹤0.01% 1003
2024
Q3 		$89.3K Sell
3,689
-799
-18% -$18.8K ﹤0.01% 1446
2024
Q2 		$101K Buy
+4,488
New +$101K ﹤0.01% 1041
2024
Q1 		– Sell
-821
Closed -$19.5K – 1446
2023
Q4 		$19.5K Buy
+821
New +$17.9K ﹤0.01% 591

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jones Financial Companies increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 2.7% in Q1 2026, buying an estimated $49.9K and bringing the position to 84,048 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

Jones Financial Companies first reported a position in SPLB in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.85M in Q4 2025. 178 funds tracked by Wall St. Rank hold SPLB as of Q1 2026.

  • Jones Financial Companies held 84,048 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $1.83M as of Q1 2026.
  • Jones Financial Companies bought 2,208 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2026, an estimated $49.9K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1466 holding.
  • Jones Financial Companies first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • Jones Financial Companies's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $1.85M in Q4 2025.
  • 178 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2026.

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