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
PAG
151
Private Advisor Group
New Jersey
$494K -$15.2K -530 -3%
NFP
152
Narus Financial Partners
Utah
$469K +$460K +16,073 New
PWA
153
Peterson Wealth Advisors
Utah
$465K -$30.2K -1,055 -6%
MSAM
154
Moloney Securities Asset Management
Missouri
$443K +$435K +15,186 New
CFGF
155
Compass Financial Group (Florida)
Florida
$436K +$192K +6,704 +81%
TSS
156
Two Sigma Securities
New York
$434K +$194K +6,771 +83%
PAS
157
Park Avenue Securities
New York
$419K +$412K +14,377 New
Renaissance Technologies
158
Renaissance Technologies
New York
$394K -$540K -18,864 -58%
TCPWM
159
Traverso Chambers Private Wealth Management
California
$387K
GSWM
160
Golden State Wealth Management
California
$387K +$76.7K +2,679 +25%
BCA
161
Bay Colony Advisors
Massachusetts
$368K +$7.36K +257 +2%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$358K +$317K +11,068 +935%
CAM
163
Concorde Asset Management
Michigan
$350K +$26.8K +936 +8%
IA
164
IndexIQ Advisors
New York
$346K +$147K +5,152 +77%
SS
165
Simplicity Solutions
Minnesota
$345K +$53.4K +1,867 +19%
SS
166
Sunbelt Securities
Texas
$341K +$53K +1,853 +19%
FAAS
167
First Allied Advisory Services
California
$341K +$335K +11,706 New
ACM
168
Armbruster Capital Management
New York
$339K +$127K +4,445 +62%
AF
169
Aldebaran Financial
$338K -$245K -8,552 -42%
JFA
170
JNBA Financial Advisors
Minnesota
$338K +$28.3K +990 +9%
Citigroup
171
Citigroup
New York
$338K +$83.4K +2,913 +34%
CW
172
CreativeOne Wealth
Kansas
$335K +$329K +11,491 New
IFWM
173
Institute for Wealth Management
Colorado
$333K +$42.3K +1,479 +15%
BAM
174
Belpointe Asset Management
Nevada
$329K +$323K +11,285 New
TI
175
Truepoint Inc
Ohio
$325K -$9.16K -320 -3%