How many shares of BWX does JONES FINANCIAL COMPANIES LLLP own?

As of 2026-Q2, JONES FINANCIAL COMPANIES LLLP holds 153,742 shares of BWX (SPDR SERIES TRUST).

What is JONES FINANCIAL COMPANIES LLLP's BWX position worth?

As of 2026-Q2, JONES FINANCIAL COMPANIES LLLP's BWX position is worth $3.3M.

Is JONES FINANCIAL COMPANIES LLLP buying or selling BWX?

In 2026-Q2, JONES FINANCIAL COMPANIES LLLP increased their BWX position (+33.5% change in shares).

When did JONES FINANCIAL COMPANIES LLLP first buy BWX?

Based on available 13F filings, JONES FINANCIAL COMPANIES LLLP first reported a position in BWX in 2018-Q4. They have held the position across 31 quarters.

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JONES FINANCIAL COMPANIES LLLP

BWX
31 quarters

Position history for JONES FINANCIAL COMPANIES LLLP's holdings in SPDR SERIES TRUST

Current Value

$3.3M

Current Shares

153,742

Total Value Change

+$3M

Total Shares Change

+139,887

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	153,742	+33.5%	$3.3M	0.0%	$21.59	34
2026-Q1	Increased	115,208	+26.9%	$2.5M	0.0%	$21.73	32
2025-Q4	Increased	90,814	+3.4%	$2M	0.0%	$22.23	27
2025-Q3	Increased	87,859	+42.3%	$2M	0.0%	$22.51	35
2025-Q2	Increased	61,732	+29.2%	$1.4M	0.0%	$22.86	32
2025-Q1	Decreased	47,782	-16.8%	$1M	0.0%	$21.17	0
2024-Q4	Increased	57,433	+67.5%	$1.2M	0.0%	$20.64	37
2024-Q3	Increased	34,284	+14.7%	$804,312	0.0%	$22.40	28
2024-Q2	Increased	29,888	+12.2%	$640,493	0.0%	$20.45	27
2024-Q1	Increased	26,635	+3.0%	$592,359	0.0%	$21.12	25
2023-Q4	Decreased	25,862	-6.3%	$599,481	0.0%	$21.94	0
2023-Q3	Decreased	27,588	-11.1%	$585,969	0.0%	$20.00	0
2023-Q2	Decreased	31,026	-3.4%	$699,636	0.0%	$21.14	0
2023-Q1	Decreased	32,132	-1.4%	$742,892	0.0%	$21.58	0
2022-Q4	Increased	32,604	+28.7%	$731,308	0.0%	$20.88	31
2022-Q3	Increased	25,335	+4.3%	$528,000	0.0%	$19.30	25
2022-Q2	Increased	24,303	+35.8%	$564,000	0.0%	$21.39	32
2022-Q1	Increased	17,897	+3.4%	$463,000	0.0%	$23.99	25
2021-Q4	Increased	17,302	+7.8%	$489,000	0.0%	$26.01	26
2021-Q3	Decreased	16,054	-5.1%	$466,000	0.0%	$26.33	0
2021-Q2	Increased	16,912	+7.6%	$498,000	0.0%	$26.84	26
2021-Q1	Decreased	15,716	-4.4%	$463,000	0.0%	$26.59	0
2020-Q4	Increased	16,442	+4.1%	$513,000	0.0%	$28.46	25
2020-Q3	Increased	15,790	+16.1%	$468,000	0.0%	$26.95	28
2020-Q2	Increased	13,602	+12.0%	$393,000	0.0%	$26.20	27
2020-Q1	Decreased	12,149	-25.5%	$339,000	0.0%	$25.12	0
2019-Q4	Increased	16,310	+8.5%	$470,000	0.0%	$25.99	26
2019-Q3	Decreased	15,030	-2.3%	$432,000	0.0%	$25.79	0
2019-Q2	Increased	15,386	+9.2%	$445,000	0.0%	$25.92	26
2019-Q1	Increased	14,091	+1.7%	$393,000	0.0%	$24.91	24
2018-Q4	New	13,855	-	$381,000	0.0%	$24.61	33

Other major holders of BWX: Steward Partners Investment Advisory, LLC, MANUFACTURERS LIFE INSURANCE COMPANY, THE, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

BWX31 quarters

BWX
31 quarters