Jones Financial Companies
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Jones Financial Companies’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Jones Financial Companies’s Portfolio SPTI Stock Details SPTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.52M Buy
88,502
+34,804
+65% +$990K ﹤0.01% 1478
2026
Q1 		$1.53M Sell
53,698
-9,606
-15% -$277K ﹤0.01% 1538
2025
Q4 		$1.83M Buy
63,304
+27,281
+76% +$790K ﹤0.01% 994
2025
Q3 		$1.04M Buy
36,023
+1,731
+5% +$49.7K ﹤0.01% 1121
2025
Q2 		$984K Buy
34,292
+2,724
+9% +$77.6K ﹤0.01% 1011
2025
Q1 		$900K Buy
31,568
+15,355
+95% +$432K ﹤0.01% 901
2024
Q4 		$452K Buy
16,213
+4,306
+36% +$122K ﹤0.01% 1031
2024
Q3 		$347K Buy
11,907
+3,451
+41% +$99.1K ﹤0.01% 950
2024
Q2 		$237K Buy
8,456
+3,977
+89% +$111K ﹤0.01% 776
2024
Q1 		$126K Buy
+4,479
New +$126K ﹤0.01% 548

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Jones Financial Companies increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 65% in Q2 2026, buying an estimated $990K and bringing the position to 88,502 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

Jones Financial Companies first reported a position in SPTI in Q1 2024 and has held it in 10 quarters since. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Jones Financial Companies held 88,502 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $2.52M as of Q2 2026.
  • Jones Financial Companies bought 34,804 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $990K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1478 holding.
  • Jones Financial Companies first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

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