Jones Financial Companies
SPYM

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
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

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Jones Financial Companies increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 92% in Q1 2026, buying an estimated $4.25B and bringing the position to 110,682,000 shares worth $8.26B. The position accounts for 3.97% of the portfolio, ranked #8.

Jones Financial Companies first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Jones Financial Companies held 110,682,000 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.26B as of Q1 2026.
  • Jones Financial Companies bought 53,107,838 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $4.25B.
  • State Street SPDR Portfolio S&P 500 ETF made up 3.97% of Jones Financial Companies's portfolio in Q1 2026, its #8 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 10 quarters since.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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