Raymond James Financial
SPMD icon

Raymond James Financial’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Raymond James Financial’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$62.1M Buy
1,048,799
+544,839
+108% +$33.2M 0.02% 744
2025
Q4 		$29.2M Buy
503,960
+82,211
+19% +$4.72M 0.01% 1186
2025
Q3 		$24.1M Buy
421,749
+161,521
+62% +$9.1M 0.01% 1287
2025
Q2 		$14.2M Sell
260,228
-46,518
-15% -$2.4M ﹤0.01% 1618
2025
Q1 		$15.7M Buy
306,746
+38,070
+14% +$2.08M 0.01% 1492
2024
Q4 		$14.7M Buy
+268,676
New +$15.1M 0.01% 1535

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Raymond James Financial increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 108% in Q1 2026, buying an estimated $33.2M and bringing the position to 1,048,799 shares worth $62.1M. The position accounts for 0.02% of the portfolio, ranked #744.

Raymond James Financial first reported a position in SPMD in Q4 2024 and has held it in 6 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Raymond James Financial held 1,048,799 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $62.1M as of Q1 2026.
  • Raymond James Financial bought 544,839 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $33.2M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #744 holding.
  • Raymond James Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

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