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

Jones Financial Companies’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.6B	Buy	169,823,143 +59,141,143	+53%	+$5.05B	5.83%	2
2026 Q1	$8.26B	Buy	110,682,000 +53,107,838	+92%	+$4.25B	3.97%	8
2025 Q4	$4.62B	Buy	57,574,162 +6,591,558	+13%	+$524M	2.82%	10
2025 Q3	$3.97B	Buy	50,982,604 +6,782,445	+15%	+$512M	2.7%	11
2025 Q2	$3.2B	Buy	44,200,159 +13,126,149	+42%	+$883M	2.42%	11
2025 Q1	$2.03B	Buy	31,074,010 +15,489,573	+99%	+$1.07B	1.82%	13
2024 Q4	$1.07B	Buy	15,584,437 +15,476,455	+14,332%	+$1.07B	1.02%	16
2024 Q3	$7.26M	Buy	107,982 +84,842	+367%	+$5.52M	0.01%	244
2024 Q2	$1.48M	Buy	23,140 +18,267	+375%	+$1.12M	﹤0.01%	367
2024 Q1	$300K	Hold	4,873	–	–	﹤0.01%	401
2023 Q4	$272K	Buy	+4,873	New	+$255K	﹤0.01%	294

Other funds holding SPYM

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Jones Financial Companies increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 53% in Q2 2026, buying an estimated $5.05B and bringing the position to 169,823,143 shares worth $14.6B. The position accounts for 5.83% of the portfolio, ranked #2.

Jones Financial Companies first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 1,726 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Jones Financial Companies held 169,823,143 shares of State Street SPDR Portfolio S&P 500 ETF worth $14.6B as of Q2 2026.
Jones Financial Companies bought 59,141,143 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $5.05B.
State Street SPDR Portfolio S&P 500 ETF made up 5.83% of Jones Financial Companies's portfolio in Q2 2026, its #2 holding.
Jones Financial Companies first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
1,726 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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