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 Q2	$7.86M	Buy	117,806 +15,045	+15%	+$968K	﹤0.01%	1006
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 $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Jones Financial Companies increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 15% in Q2 2026, buying an estimated $968K and bringing the position to 117,806 shares worth $7.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Jones Financial Companies first reported a position in SPMD in Q2 2024 and has held it in 9 quarters since. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Jones Financial Companies held 117,806 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $7.86M as of Q2 2026.
Jones Financial Companies bought 15,045 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $968K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1006 holding.
Jones Financial Companies first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 9 quarters since.
846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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