Raymond James Financial
SPYM

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

Raymond James Financial’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$416M Buy
5,430,943
+822,494
+18% +$65.8M 0.13% 129
2025
Q4 		$370M Sell
4,608,449
-73,169
-2% -$5.82M 0.12% 143
2025
Q3 		$367M Buy
4,681,618
+544,617
+13% +$41.1M 0.12% 140
2025
Q2 		$301M Buy
4,137,001
+470,117
+13% +$31.6M 0.1% 179
2025
Q1 		$241M Sell
3,666,884
-247,277
-6% -$17.1M 0.09% 210
2024
Q4 		$270M Buy
+3,914,161
New +$271M 0.1% 184

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Raymond James Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 18% in Q1 2026, buying an estimated $65.8M and bringing the position to 5,430,943 shares worth $416M. The position accounts for 0.13% of the portfolio, ranked #129.

Raymond James Financial first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. 1,598 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Raymond James Financial held 5,430,943 shares of State Street SPDR Portfolio S&P 500 ETF worth $416M as of Q1 2026.
  • Raymond James Financial bought 822,494 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $65.8M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.13% of Raymond James Financial's portfolio in Q1 2026, its #129 holding.
  • Raymond James Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,598 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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