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 Q2	$10.7M	Buy	120,501 +43,029	+56%	+$3.79M	﹤0.01%	901
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jones Financial Companies increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 56% in Q2 2026, buying an estimated $3.79M and bringing the position to 120,501 shares worth $10.7M. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Jones Financial Companies first reported a position in SPTM in Q2 2024 and has held it in 9 quarters since. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Jones Financial Companies held 120,501 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $10.7M as of Q2 2026.
Jones Financial Companies bought 43,029 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $3.79M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #901 holding.
Jones Financial Companies first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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