Jones Financial Companies’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.95M Buy
39,576
+11,478
+41% +$855K ﹤0.01% 658
2025
Q1
$1.9M Buy
28,098
+13,033
+87% +$881K ﹤0.01% 672
2024
Q4
$1.08M Buy
15,065
+5,838
+63% +$417K ﹤0.01% 722
2024
Q3
$644K Buy
9,227
+5,538
+150% +$386K ﹤0.01% 731
2024
Q2
$245K Buy
+3,689
New +$245K ﹤0.01% 767