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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Buy
31,176
+13,565
+77% +$579K ﹤0.01% 902
2025
Q1
$715K Buy
17,611
+5,032
+40% +$204K ﹤0.01% 986
2024
Q4
$565K Buy
12,579
+9,416
+298% +$423K ﹤0.01% 948
2024
Q3
$143K Buy
3,163
+2,055
+185% +$93.2K ﹤0.01% 1265
2024
Q2
$46K Buy
+1,108
New +$46K ﹤0.01% 1278