We are live on ! Find out more
SPDW icon

State Street SPDR Portfolio Developed World ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
26
Wilbanks Smith & Thomas Asset Management
Virginia
$57.5M +$2.9M +78,804 +5%
Morgan Stanley
27
Morgan Stanley
New York
$55M -$4.2M -114,318 -7%
BCM
28
Brookstone Capital Management
Illinois
$52.6M -$5.53M -150,389 -9%
MFS
29
McNamara Financial Services
Massachusetts
$51.8M +$878K +23,874 +2%
TC
30
Trilogy Capital
California
$51.4M +$2.18M +59,395 +4%
KW
31
KWB Wealth
California
$50.8M +$1.1M +29,956 +2%
GC
32
Grimes & Company
Massachusetts
$50M -$29.2M -795,245 -37%
PAS
33
Park Avenue Securities
New York
$49.4M +$2.01M +54,551 +4%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$49.2M +$3.49M +94,976 +7%
RA
35
RFG Advisory
Alabama
$46.1M +$5.32M +144,666 +13%
WFPG
36
Waller Financial Planning Group
Ohio
$44.5M +$1.25M +33,859 +3%
FAAM
37
First Ascent Asset Management
Colorado
$41.3M +$6.35M +172,630 +18%
TVAMP
38
Tennessee Valley Asset Management Partners
Tennessee
$39.6M +$3.63M +98,611 +10%
PWA
39
Peterson Wealth Advisors
Utah
$39.6M +$4.12M +112,066 +12%
GLA
40
Great Lakes Advisors
Illinois
$38.8M +$19.5M +530,863 +100%
CIM
41
Confluence Investment Management
Missouri
$38.8M +$1.68M +45,750 +5%
GSIS
42
Global Strategic Investment Solutions
Arizona
$36M -$214K -5,820 -0.6%
T
43
TrueFG
Texas
$34.9M +$1.07M +28,959 +3%
IWP
44
IAG Wealth Partners
Wisconsin
$31.6M +$1.68M +45,752 +6%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$31M +$4.18M +113,681 +15%
FHA
46
First Horizon Advisors
Tennessee
$30.3M +$525K +14,286 +2%
BSWM
47
Boston Standard Wealth Management
Massachusetts
$29.4M +$1.29M +34,990 +5%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$28.9M +$10.4M +283,641 +56%
SC
49
Savant Capital
Illinois
$28.8M +$5.45M +148,234 +23%
BA
50
Bristlecone Advisors
Washington
$28.6M -$391K -10,620 -1%