Jones Financial Companies’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

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