Raymond James Financial
SPY icon

Raymond James Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Raymond James Financial’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,800
Closed -$1.19M – 5441
2025
Q4 		$1.19M Buy
+1,800
New +$1.22M ﹤0.01% 3663
2025
Q2 		– Sell
-4,700
Closed -$2.58M – 7047
2025
Q1 		$2.58M Buy
+4,700
New +$2.76M ﹤0.01% 2809

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q1 2026, selling an estimated $433M and leaving 4,529,491 shares worth $2.95B. The position accounts for 0.91% of the portfolio, ranked #13.

Raymond James Financial first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.52B in Q4 2025. 4,568 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Raymond James Financial held 4,529,491 shares of State Street SPDR S&P 500 ETF Trust worth $2.95B as of Q1 2026.
  • Raymond James Financial sold 637,435 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $433M.
  • State Street SPDR S&P 500 ETF Trust made up 0.91% of Raymond James Financial's portfolio in Q1 2026, its #13 holding.
  • Raymond James Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's State Street SPDR S&P 500 ETF Trust position peaked at $3.52B in Q4 2025.
  • 4,568 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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