Jones Financial Companies’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Jones Financial Companies’s Portfolio SPSB Stock Details SPSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.19M	Buy	106,180 +30,544	+40%	+$917K	﹤0.01%	1387
2026 Q1	$2.27M	Buy	75,636 +29,322	+63%	+$885K	﹤0.01%	1371
2025 Q4	$1.4M	Buy	46,314 +4,056	+10%	+$123K	﹤0.01%	1101
2025 Q3	$1.28M	Buy	42,258 +3,153	+8%	+$95.1K	﹤0.01%	1034
2025 Q2	$1.18M	Buy	39,105 +6,305	+19%	+$189K	﹤0.01%	945
2025 Q1	$987K	Buy	32,800 +10,041	+44%	+$301K	﹤0.01%	867
2024 Q4	$680K	Buy	22,759 +9,747	+75%	+$292K	﹤0.01%	870
2024 Q3	$394K	Buy	13,012 +12,004	+1,191%	+$360K	﹤0.01%	906
2024 Q2	$29.9K	Buy	+1,008	New	+$29.9K	﹤0.01%	1416

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Jones Financial Companies increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 40% in Q2 2026, buying an estimated $917K and bringing the position to 106,180 shares worth $3.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Jones Financial Companies first reported a position in SPSB in Q2 2024 and has held it in 9 quarters since. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Jones Financial Companies held 106,180 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.19M as of Q2 2026.
Jones Financial Companies bought 30,544 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $917K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1387 holding.
Jones Financial Companies first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

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