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

Jones Financial Companies’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.99M Buy
77,472
+6,918
+10% +$571K ﹤0.01% 1007
2025
Q4 		$5.82M Buy
70,554
+18,607
+36% +$1.52M ﹤0.01% 599
2025
Q3 		$4.16M Buy
51,947
+12,371
+31% +$961K ﹤0.01% 625
2025
Q2 		$2.95M Buy
39,576
+11,478
+41% +$797K ﹤0.01% 658
2025
Q1 		$1.9M Buy
28,098
+13,033
+87% +$933K ﹤0.01% 672
2024
Q4 		$1.08M Buy
15,065
+5,838
+63% +$420K ﹤0.01% 722
2024
Q3 		$644K Buy
9,227
+5,538
+150% +$374K ﹤0.01% 731
2024
Q2 		$245K Buy
+3,689
New +$236K ﹤0.01% 767

Other funds holding SPTM

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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return