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Raymond James Trust’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Raymond James Trust’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$640K Buy
+11,706
New +$619K 0.01% 668
2023
Q1 		– Sell
-8,299
Closed -$353K – 1191
2022
Q4 		$353K Buy
+8,299
New +$352K 0.01% 763

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Trust's SPMD Position: Q3 2024 in Review

Raymond James Trust opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2024: 11,706 shares worth $640K. The stake represents 0.01% of the portfolio and ranks #668 among its holdings. This is a return to the name: Raymond James Trust previously reported a position in SPMD as recently as Q4 2022.

Raymond James Trust first reported a position in SPMD in Q4 2022 and has held it in 2 quarters since. 622 funds tracked by Wall St. Rank hold SPMD as of Q3 2024.

  • Raymond James Trust held 11,706 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $640K as of Q3 2024.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Raymond James Trust position in Q3 2024.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #668 holding.
  • Raymond James Trust first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 2 quarters since.
  • 622 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.