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
SWM
26
SigFig Wealth Management
California
$9.91M +$14.1K +505 +0.1%
WP
27
WealthPLAN Partners
Nebraska
$9.79M -$248K -8,914 -2%
TCM
28
Towercrest Capital Management
Pennsylvania
$8.72M +$6.84M +245,625 +366%
WI
29
WrapManager Inc
California
$8.16M -$586K -21,040 -7%
MFS
30
McNamara Financial Services
Massachusetts
$7.23M -$116K -4,165 -2%
AF
31
Advisornet Financial
Minnesota
$6.92M +$767K +27,560 +12%
AWMG
32
Alliance Wealth Management Group
New Jersey
$6.84M +$149K +5,334 +2%
PWPS
33
Pinnacle Wealth Planning Services
Ohio
$6.53M +$354K +12,700 +6%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$6.08M +$5.35M +192,148 +742%
LFG
35
Larson Financial Group
Missouri
$5.63M -$71.5K -2,568 -1%
SHGA
36
Sand Hill Global Advisors
California
$5.35M +$5.34M +191,768 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$5.24M
BCM
38
Bluefin Capital Management
New York
$4.77M +$4.77M +171,177 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$4.68M +$845K +30,331 +22%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$4.49M +$183K +6,573 +4%
UBS Group
41
UBS Group
Switzerland
$4.38M +$963K +34,573 +28%
CA
42
Continuum Advisory
Idaho
$4.34M +$1.62M +58,236 +60%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$4.01M +$2.69M +96,595 +205%
QA
44
Quantitative Advantage
Minnesota
$3.72M -$84.2K -3,023 -2%
Morgan Stanley
45
Morgan Stanley
New York
$3.67M +$288K +10,332 +9%
FI
46
FormulaFolio Investments
Michigan
$3.63M -$16.6M -595,468 -82%
WP
47
WealthSource Partners
California
$3.48M +$787K +28,270 +29%
ACM
48
AlphaStar Capital Management
North Carolina
$3.39M -$504K -18,085 -13%
WAM
49
Watermark Asset Management
California
$3.13M +$18.7K +673 +0.6%
AI
50
Atria Investments
North Carolina
$3M +$1.55M +55,714 +107%