Raymond James Financial’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.03M	Buy	53,184 +3,798	+8%	+$298K	﹤0.01%	2766
2025 Q4	$3.79M	Buy	49,386 +2,494	+5%	+$190K	﹤0.01%	2724
2025 Q3	$3.51M	Buy	46,892 +4,661	+11%	+$334K	﹤0.01%	2726
2025 Q2	$2.91M	Buy	42,231 +16,629	+65%	+$1.07M	﹤0.01%	2782
2025 Q1	$1.6M	Buy	25,602 +6,275	+32%	+$405K	﹤0.01%	3155
2024 Q4	$1.22M	Buy	+19,327	New	+$1.25M	﹤0.01%	3313

Other funds holding SPGM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Raymond James Financial increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 7.7% in Q1 2026, buying an estimated $298K and bringing the position to 53,184 shares worth $4.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2766.

Raymond James Financial first reported a position in SPGM in Q4 2024 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold SPGM as of Q1 2026.

Raymond James Financial held 53,184 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $4.03M as of Q1 2026.
Raymond James Financial bought 3,798 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2026, an estimated $298K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2766 holding.
Raymond James Financial first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
172 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2026.

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