Raymond James Financial
SPIB icon

Raymond James Financial’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Raymond James Financial’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$172M Buy
5,137,474
+135,354
+3% +$4.57M 0.05% 323
2025
Q4 		$169M Buy
5,002,120
+474,024
+10% +$16.1M 0.05% 314
2025
Q3 		$153M Buy
4,528,096
+295,038
+7% +$9.93M 0.05% 341
2025
Q2 		$142M Buy
4,233,058
+145,273
+4% +$4.81M 0.05% 348
2025
Q1 		$136M Buy
4,087,785
+3,098,196
+313% +$102M 0.05% 336
2024
Q4 		$32.4M Buy
+989,589
New +$32.8M 0.01% 982

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Raymond James Financial increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.7% in Q1 2026, buying an estimated $4.57M and bringing the position to 5,137,474 shares worth $172M. The position accounts for 0.05% of the portfolio, ranked #323.

Raymond James Financial first reported a position in SPIB in Q4 2024 and has held it in 6 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Raymond James Financial held 5,137,474 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $172M as of Q1 2026.
  • Raymond James Financial bought 135,354 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $4.57M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.05% of Raymond James Financial's portfolio in Q1 2026, its #323 holding.
  • Raymond James Financial first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

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