Jones Financial Companies
SPTI icon

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
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 $376B 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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return