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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Buy
21,734
+7,255
+50% +$394K ﹤0.01% 944
2025
Q1
$739K Buy
14,479
+8,822
+156% +$450K ﹤0.01% 978
2024
Q4
$309K Buy
5,657
+3,801
+205% +$208K ﹤0.01% 1174
2024
Q3
$101K Buy
1,856
+791
+74% +$43.2K ﹤0.01% 1399
2024
Q2
$54.6K Buy
+1,065
New +$54.6K ﹤0.01% 1223