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 Q2	$181M	Buy	1,573,727 +643,589	+69%	+$73.6M	0.07%	138
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Jones Financial Companies increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 69% in Q2 2026, buying an estimated $73.6M and bringing the position to 1,573,727 shares worth $181M. The position accounts for 0.07% of the portfolio, ranked #138.

Jones Financial Companies first reported a position in SPYG in Q1 2024 and has held it in 10 quarters since. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Jones Financial Companies held 1,573,727 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $181M as of Q2 2026.
Jones Financial Companies bought 643,589 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $73.6M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.07% of Jones Financial Companies's portfolio in Q2 2026, its #138 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 10 quarters since.
1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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