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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 486,196 shares of SDY (SPDR SERIES TRUST), worth $70.3M as of 2026-Q1. The position was increased (+6.4% shares). SDY represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$70.3M

Current Shares

486,196

Total Value Change

+$55M

Total Shares Change

+366,220

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
486,196
+6.4%
$70.3M0.0%$154.56
32
2025-Q4
Increased
457,112
+7.1%
$63.6M0.0%$140.12
32
2025-Q3
Increased
426,827
+11.9%
$59.5M0.0%$138.29
33
2025-Q2
Increased
381,284
+15.0%
$51.6M0.0%$133.44
34
2025-Q1
Increased
331,634
+29.0%
$44.6M0.0%$131.57
37
2024-Q4
Increased
257,018
+35.6%
$34M0.0%$128.20
38
2024-Q3
Increased
189,524
+58.0%
$26.9M0.0%$136.90
41
2024-Q2
Increased
119,976
+97.0%
$15.3M0.0%$122.20
45

Other major holders of SDY: Corient Private Wealth LLC, BANK OF AMERICA CORP /DE/

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