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 Q2	$5.84M	Buy	101,977 +27,626	+37%	+$1.48M	﹤0.01%	1126
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Jones Financial Companies increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 37% in Q2 2026, buying an estimated $1.48M and bringing the position to 101,977 shares worth $5.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Jones Financial Companies first reported a position in SPSM in Q2 2024 and has held it in 9 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Jones Financial Companies held 101,977 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.84M as of Q2 2026.
Jones Financial Companies bought 27,626 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.48M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1126 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 9 quarters since.
1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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