Jones Financial Companies’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477M | Buy |
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|
2025
Q1 | $381M | Buy |
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|
2024
Q4 | $356M | Buy |
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|
2024
Q3 | $303M | Buy |
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|
2024
Q2 | $258M | Buy |
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|
2024
Q1 | $232M | Buy |
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|
2023
Q4 | $208M | Buy |
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|
2023
Q3 | $185M | Sell |
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|
2023
Q2 | $194M | Buy |
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|
2023
Q1 | $178M | Sell |
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|
2022
Q4 | $168M | Buy |
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|
2022
Q3 | $157M | Buy |
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|
2022
Q2 | $165M | Buy |
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|
2022
Q1 | $189M | Buy |
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|
2021
Q4 | $189M | Buy |
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|
2021
Q3 | $172M | Sell |
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|
2021
Q2 | $176M | Sell |
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|
2021
Q1 | $166M | Sell |
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|
2020
Q4 | $157M | Buy |
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|
2020
Q3 | $134M | Buy |
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|
2020
Q2 | $120M | Buy |
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|
2020
Q1 | $92.3M | Buy |
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|
2019
Q4 | $76.4M | Buy |
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|
2019
Q3 | $66.8M | Buy |
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|
2019
Q2 | $63.3M | Buy |
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|
2019
Q1 | $60.5M | Buy |
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|
2018
Q4 | $51M | Buy |
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|
2018
Q3 | $45.4M | Buy |
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|
2018
Q2 | $41.6M | Buy |
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|
2018
Q1 | $39.5M | Buy |
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|
2017
Q4 | $37.9M | Buy |
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|
2017
Q3 | $35.4M | Buy |
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|
2017
Q2 | $30.8M | Buy |
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|
2017
Q1 | $24.1M | Buy |
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|
2016
Q4 | $19.9M | Buy |
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|
2016
Q3 | $17M | Buy |
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|
2016
Q2 | $13.6M | Buy |
|
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|
2016
Q1 | $12.6M | Sell |
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|
2015
Q4 | $19.3M | Buy |
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|
2015
Q3 | $13.8M | Buy |
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|
2015
Q2 | $11M | Buy |
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|
2015
Q1 | $10.3M | Buy |
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|
2014
Q4 | $10.1M | Buy |
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|
2014
Q3 | $7.07M | Buy |
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|
2014
Q2 | $6.96M | Buy |
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|
2014
Q1 | $6.64M | Buy |
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|
2013
Q4 | $6.27M | Sell |
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|
2013
Q3 | $5.74M | Buy |
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|
2013
Q2 | $4.91M | Buy |
|