Raymond James Financial’s State Street SPDR MSCI ACWI Climate Paris Aligned ETF NZAC Stock Holding History

Raymond James Financial’s Portfolio NZAC Stock Details NZAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.49M	Buy	36,564 +4,196	+13%	+$179K	﹤0.01%	3575
2025 Q4	$1.39M	Buy	32,368 +2,716	+9%	+$116K	﹤0.01%	3559
2025 Q3	$1.26M	Sell	29,652 -345	-1%	-$14K	﹤0.01%	3533
2025 Q2	$1.18M	Buy	29,997 +422	+1%	+$15.5K	﹤0.01%	3460
2025 Q1	$1.05M	Buy	29,575 +22,701	+330%	+$833K	﹤0.01%	3457
2024 Q4	$249K	Buy	+6,874	New	+$256K	﹤0.01%	4290

Other funds holding NZAC

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Raymond James Financial's NZAC Position: Q1 2026 in Review

Raymond James Financial increased its State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) stake by 13% in Q1 2026, buying an estimated $179K and bringing the position to 36,564 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #3575.

Raymond James Financial first reported a position in NZAC in Q4 2024 and has held it in 6 quarters since. 41 funds tracked by Wall St. Rank hold NZAC as of Q1 2026.

Raymond James Financial held 36,564 shares of State Street SPDR MSCI ACWI Climate Paris Aligned ETF worth $1.49M as of Q1 2026.
Raymond James Financial bought 4,196 State Street SPDR MSCI ACWI Climate Paris Aligned ETF shares in Q1 2026, an estimated $179K.
State Street SPDR MSCI ACWI Climate Paris Aligned ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3575 holding.
Raymond James Financial first reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in Q4 2024 and has held it in 6 quarters since.
41 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI Climate Paris Aligned ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.