RJT
SPYM

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

Raymond James Trust’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
2024
Q3 		$1.72M Buy
25,411
+936
+4% +$60.9K 0.04% 358
2024
Q2 		$1.57M Buy
24,475
+1,021
+4% +$62.9K 0.04% 361
2024
Q1 		$1.44M Buy
23,454
+5,498
+31% +$322K 0.04% 377
2023
Q4 		$1M Buy
17,956
+13,931
+346% +$730K 0.03% 456
2023
Q3 		$202K Buy
+4,025
New +$211K 0.01% 1083

Other funds holding SPYM

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Raymond James Trust increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.8% in Q3 2024, buying an estimated $60.9K and bringing the position to 25,411 shares worth $1.72M. The position accounts for 0.04% of the portfolio, ranked #358.

Raymond James Trust first reported a position in SPYM in Q3 2023 and has held it in 5 quarters since. 1,096 funds tracked by Wall St. Rank hold SPYM as of Q3 2024.

  • Raymond James Trust held 25,411 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.72M as of Q3 2024.
  • Raymond James Trust bought 936 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2024, an estimated $60.9K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Raymond James Trust's portfolio in Q3 2024, its #358 holding.
  • Raymond James Trust first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 5 quarters since.
  • 1,096 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2024.

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