We are live on ! Find out more
SPAB icon

State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
251
Independent Solutions Wealth Management
New York
$239K -$214 -7 -0.1%
TSS
252
Two Sigma Securities
New York
$229K +$227K +7,426 New
F
253
F3Logic
Minnesota
$222K +$218K +7,144 New
ADL
254
Asset Dedication LLC
California
$216K
GFPC
255
Global Financial Private Client
Florida
$215K -$89.1K -2,918 -29%
ZIM
256
Zacks Investment Management
Illinois
$212K -$141K -4,618 -40%
RJT
257
Raymond James Trust
Florida
$210K -$17.7K -578 -8%
CAS
258
Cascadia Advisory Services
Oregon
$209K +$207K +6,781 New
KBFS
259
Kohmann Bosshard Financial Services
Ohio
$188K +$186K +6,075 New
AA
260
Ancora Advisors
Ohio
$181K +$10.9K +356 +6%
Fidelity Investments
261
Fidelity Investments
Massachusetts
$177K +$31.2K +1,021 +22%
BCMIO
262
Beacon Capital Management Inc (Ohio)
Ohio
$144K -$28.3K -927 -17%
SIS
263
Sound Income Strategies
Florida
$118K +$733 +24 +0.6%
CFN
264
Cordasco Financial Network
Florida
$116K -$12.1K -395 -10%
FANJ
265
Financial Architects (New Jersey)
New Jersey
$106K
AWMS
266
Advocacy Wealth Management Services
Georgia
$89K -$10.3K -336 -10%
Bank of Montreal
267
Bank of Montreal
Ontario, Canada
$89K +$72.2K +2,365 +459%
FPB
268
First PREMIER Bank
South Dakota
$88K
HS
269
Horan Securities
United States
$87K +$31 +1 +0%
William Blair & Company
270
William Blair & Company
Illinois
$85K +$19K +623 +29%
CAN
271
Cetera Advisor Networks
California
$82K +$81.1K +2,654 New
WCG
272
Weaver Consulting Group
California
$74K
QCG
273
Quadrant Capital Group
Ohio
$63K
JWA
274
JFS Wealth Advisors
Pennsylvania
$61K -$4.52K -148 -7%
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$58K -$1.34K -44 -2%