Jones Financial Companies
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Jones Financial Companies’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Jones Financial Companies’s Portfolio SPMB Stock Details SPMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$433K Buy
19,314
+3,482
+22% +$77.6K ﹤0.01% 2277
2026
Q1 		$351K Buy
15,832
+3,853
+32% +$86.7K ﹤0.01% 2198
2025
Q4 		$269K Buy
11,979
+8,464
+241% +$191K ﹤0.01% 1782
2025
Q3 		$78.7K Sell
3,515
-1,673
-32% -$37K ﹤0.01% 2178
2025
Q2 		$114K Buy
5,188
+2,906
+127% +$63.4K ﹤0.01% 1879
2025
Q1 		$50.3K Buy
2,282
+244
+12% +$5.3K ﹤0.01% 2059
2024
Q4 		$43.9K Buy
2,038
+139
+7% +$3.04K ﹤0.01% 1926
2024
Q3 		$42.9K Buy
1,899
+1,701
+859% +$37.8K ﹤0.01% 1700
2024
Q2 		$4.27K Buy
+198
New +$4.23K ﹤0.01% 1978

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Jones Financial Companies increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 22% in Q2 2026, buying an estimated $77.6K and bringing the position to 19,314 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

Jones Financial Companies first reported a position in SPMB in Q2 2024 and has held it in 9 quarters since. 258 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Jones Financial Companies held 19,314 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $433K as of Q2 2026.
  • Jones Financial Companies bought 3,482 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $77.6K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2277 holding.
  • Jones Financial Companies first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 258 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

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