Raymond James Financial
SPSB icon

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

Raymond James Financial’s Portfolio SPSB Stock Details SPSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.3M Buy
1,472,559
+427,341
+41% +$12.9M 0.01% 932
2025
Q4 		$31.6M Buy
1,045,218
+51,690
+5% +$1.56M 0.01% 1133
2025
Q3 		$30.1M Buy
993,528
+461,971
+87% +$13.9M 0.01% 1131
2025
Q2 		$16M Sell
531,557
-17,069
-3% -$512K 0.01% 1528
2025
Q1 		$16.5M Buy
548,626
+63,276
+13% +$1.9M 0.01% 1455
2024
Q4 		$14.5M Buy
+485,350
New +$14.5M 0.01% 1547

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

Raymond James Financial increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 41% in Q1 2026, buying an estimated $12.9M and bringing the position to 1,472,559 shares worth $44.3M. The position accounts for 0.01% of the portfolio, ranked #932.

Raymond James Financial first reported a position in SPSB in Q4 2024 and has held it in 6 quarters since. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Raymond James Financial held 1,472,559 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $44.3M as of Q1 2026.
  • Raymond James Financial bought 427,341 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $12.9M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #932 holding.
  • Raymond James Financial first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

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