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
Q2 		$2.05M Buy
90,908
+6,860
+8% +$153K ﹤0.01% 1568
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 $3.38T AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

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

Jones Financial Companies increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 8.2% in Q2 2026, buying an estimated $153K and bringing the position to 90,908 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

Jones Financial Companies first reported a position in SPLB in Q4 2023 and has held it in 10 quarters since. 176 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

  • Jones Financial Companies held 90,908 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $2.05M as of Q2 2026.
  • Jones Financial Companies bought 6,860 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $153K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1568 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 10 quarters since.
  • 176 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

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