Jones Financial Companies
SPYG icon

Jones Financial Companies’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Jones Financial Companies’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$88.2M Buy
930,138
+339,207
+57% +$35.3M 0.04% 220
2025
Q4 		$63.1M Buy
590,931
+117,777
+25% +$12.5M 0.04% 151
2025
Q3 		$49.1M Buy
473,154
+58,865
+14% +$5.86M 0.03% 159
2025
Q2 		$39.3M Buy
414,289
+238,992
+136% +$20.5M 0.03% 167
2025
Q1 		$14M Buy
175,297
+133,278
+317% +$11.6M 0.01% 263
2024
Q4 		$3.69M Buy
42,019
+22,779
+118% +$1.97M ﹤0.01% 411
2024
Q3 		$1.59M Buy
19,240
+15,081
+363% +$1.21M ﹤0.01% 494
2024
Q2 		$333K Buy
4,159
+3,942
+1,817% +$294K ﹤0.01% 664
2024
Q1 		$15.9K Buy
+217
New +$15.1K ﹤0.01% 952

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Jones Financial Companies's SPYG Position: Q1 2026 in Review

Jones Financial Companies increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 57% in Q1 2026, buying an estimated $35.3M and bringing the position to 930,138 shares worth $88.2M. The position accounts for 0.04% of the portfolio, ranked #220.

Jones Financial Companies first reported a position in SPYG in Q1 2024 and has held it in 9 quarters since. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Jones Financial Companies held 930,138 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $88.2M as of Q1 2026.
  • Jones Financial Companies bought 339,207 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $35.3M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Jones Financial Companies's portfolio in Q1 2026, its #220 holding.
  • Jones Financial Companies first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.