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Jones Financial Companies’s
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
Stock Holding History
Jones Financial Companies’s Portfolio
SPMD Stock Details
SPMD Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$5.96M
Buy
102,761
+21,695
+27%
+$1.32M
﹤0.01%
1012
2025
Q4
$4.69M
Buy
81,066
+14,433
+22%
+$829K
﹤0.01%
655
2025
Q3
$3.81M
Buy
66,633
+44,899
+207%
+$2.53M
﹤0.01%
652
2025
Q2
$1.18M
Buy
21,734
+7,255
+50%
+$374K
﹤0.01%
944
2025
Q1
$739K
Buy
14,479
+8,822
+156%
+$481K
﹤0.01%
978
2024
Q4
$309K
Buy
5,657
+3,801
+205%
+$214K
﹤0.01%
1174
2024
Q3
$101K
Buy
1,856
+791
+74%
+$41.8K
﹤0.01%
1399
2024
Q2
$54.6K
Buy
+1,065
New
+$55K
﹤0.01%
1223
Other funds holding SPMD
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AG
AlTi Global
New York
$4.6B AUM
22.54%
1-Year Est. Return
FWI
Facet Wealth Inc
Baltimore, Maryland
$5.77B AUM
14.56%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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