Raymond James Financial
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Raymond James Financial’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Raymond James Financial’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$59.5M Buy
752,005
+109,131
+17% +$9.01M 0.02% 768
2025
Q4 		$53M Sell
642,874
-2,579
-0.4% -$211K 0.02% 789
2025
Q3 		$52.1M Sell
645,453
-8,783
-1% -$683K 0.02% 780
2025
Q2 		$49M Buy
654,236
+154,416
+31% +$10.7M 0.02% 766
2025
Q1 		$34M Sell
499,820
-118,472
-19% -$8.48M 0.01% 946
2024
Q4 		$44.2M Buy
+618,292
New +$44.5M 0.02% 787

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

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

Raymond James Financial increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 17% in Q1 2026, buying an estimated $9.01M and bringing the position to 752,005 shares worth $59.5M. The position accounts for 0.02% of the portfolio, ranked #768.

Raymond James Financial first reported a position in SPTM in Q4 2024 and has held it in 6 quarters since. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Raymond James Financial held 752,005 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $59.5M as of Q1 2026.
  • Raymond James Financial bought 109,131 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $9.01M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #768 holding.
  • Raymond James Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

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