Jones Financial Companies
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Jones Financial Companies’s SPDR S&P Retail ETF XRT Stock Holding History

Jones Financial Companies’s Portfolio XRT Stock Details XRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$133K Buy
1,715
+474
+38% +$36.7K ﹤0.01% 1818
2025
Q1 		$85.1K Buy
1,241
+514
+71% +$35.2K ﹤0.01% 1851
2024
Q4 		$57.9K Buy
727
+5
+0.7% +$398 ﹤0.01% 1822
2024
Q3 		$56.2K Buy
+722
New +$56.2K ﹤0.01% 1601