Jones Financial Companies
SPSM icon

Jones Financial Companies’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Jones Financial Companies’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.52M Buy
74,351
+32,696
+78% +$1.62M ﹤0.01% 1215
2025
Q4 		$1.95M Buy
41,655
+10,462
+34% +$488K ﹤0.01% 961
2025
Q3 		$1.44M Buy
31,193
+17
+0.1% +$762 ﹤0.01% 990
2025
Q2 		$1.33M Buy
31,176
+13,565
+77% +$547K ﹤0.01% 902
2025
Q1 		$715K Buy
17,611
+5,032
+40% +$222K ﹤0.01% 986
2024
Q4 		$565K Buy
12,579
+9,416
+298% +$438K ﹤0.01% 948
2024
Q3 		$143K Buy
3,163
+2,055
+185% +$90.3K ﹤0.01% 1265
2024
Q2 		$46K Buy
+1,108
New +$46.2K ﹤0.01% 1278

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies's SPSM Position: Q1 2026 in Review

Jones Financial Companies increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 78% in Q1 2026, buying an estimated $1.62M and bringing the position to 74,351 shares worth $3.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Jones Financial Companies first reported a position in SPSM in Q2 2024 and has held it in 8 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Jones Financial Companies held 74,351 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.52M as of Q1 2026.
  • Jones Financial Companies bought 32,696 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.62M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1215 holding.
  • Jones Financial Companies first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.