Raymond James Financial
SPSM icon

Raymond James Financial’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Raymond James Financial’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$135M Buy
2,796,663
+218,100
+8% +$10.8M 0.04% 398
2025
Q4 		$121M Sell
2,578,563
-195,011
-7% -$9.09M 0.04% 429
2025
Q3 		$128M Buy
2,773,574
+158,958
+6% +$7.13M 0.04% 406
2025
Q2 		$111M Buy
2,614,616
+1,470,388
+129% +$59.3M 0.04% 443
2025
Q1 		$46.6M Buy
1,144,228
+105,836
+10% +$4.66M 0.02% 758
2024
Q4 		$46.6M Buy
+1,038,392
New +$48.3M 0.02% 761

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Raymond James Financial increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 8.5% in Q1 2026, buying an estimated $10.8M and bringing the position to 2,796,663 shares worth $135M. The position accounts for 0.04% of the portfolio, ranked #398.

Raymond James Financial first reported a position in SPSM in Q4 2024 and has held it in 6 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Raymond James Financial held 2,796,663 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $135M as of Q1 2026.
  • Raymond James Financial bought 218,100 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $10.8M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Raymond James Financial's portfolio in Q1 2026, its #398 holding.
  • Raymond James Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

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