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

JONES FINANCIAL COMPANIES LLLP holds 47,949 shares of DGT (SPDR SERIES TRUST), worth $8.8M as of 2026-Q2. The position was increased (+19.7% shares). DGT represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$8.8M

Current Shares

47,949

Total Value Change

+$8.5M

Total Shares Change

+45,954

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
47,949
+19.7%
$8.8M0.0%$184.31
33
2026-Q1
Increased
40,050
+46.0%
$6.6M0.0%$167.95
37
2025-Q4
Increased
27,429
+33.1%
$4.6M0.0%$164.60
34
2025-Q3
Increased
20,601
+16.0%
$3.3M0.0%$157.38
31
2025-Q2
Increased
17,766
+81.6%
$2.7M0.0%$146.24
40
2025-Q1
Increased
9,781
+159.6%
$1.4M0.0%$134.45
41
2024-Q4
Increased
3,768
+88.9%
$497,4890.0%$126.58
38
2024-Q3
Increased
1,995
+295.8%
$276,0580.0%$130.71
38

Other major holders of DGT: LPL Financial LLC, MORGAN STANLEY

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