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 Q3	$160M	Buy	3,026,818 +17,520	+0.6%	+$986K	0.04%	375
2026 Q2	$174M	Buy	3,009,298 +212,635	+8%	+$11.4M	0.05%	366
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Raymond James Financial's SPSM Position: Q3 2026 in Review

Raymond James Financial increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.58% in Q3 2026, buying an estimated $986K and bringing the position to 3,026,818 shares worth $160M. The position accounts for 0.04% of the portfolio, ranked #375.

Raymond James Financial first reported a position in SPSM in Q4 2024 and has held it in 8 quarters since. The position peaked at $174M in Q2 2026. 802 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Raymond James Financial held 3,026,818 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $160M as of Q3 2026.
Raymond James Financial bought 17,520 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $986K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Raymond James Financial's portfolio in Q3 2026, its #375 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 8 quarters since.
Raymond James Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $174M in Q2 2026.
802 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.