We are live on ! Find out more
SPDW icon

State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
676
Baker Avenue Asset Management
California
$283K – – –
SAMC
677
Spectrum Asset Management (California)
California
$283K – – –
AAS
678
Annex Advisory Services
Wisconsin
$281K -$18.7K -543 -6%
JWM
679
JGP Wealth Management
Oregon
$279K +$8.04K +234 +3%
HPC
680
HM Payson & Co
Maine
$278K – – –
ST
681
Sabal Trust
Florida
$277K +$266K +7,730 New
VFA
682
Valeo Financial Advisors
Indiana
$277K +$273K +7,944 New
TP
683
Tranquility Partners
Tennessee
$275K – – –
TCA
684
Transcend Capital Advisors
New Jersey
$272K +$31.6K +920 +14%
FWM
685
Forza Wealth Management
Florida
$270K – – –
CA
686
Claro Advisors
Massachusetts
$270K – – –
LNWWM
687
Laird Norton Wetherby Wealth Management
California
$269K – – –
FWM
688
Fortress Wealth Management
California
$268K +$257K +7,490 New
OFP
689
OLIO Financial Planning
Virginia
$267K – – –
OBWG
690
Onyx Bridge Wealth Group
New York
$264K +$21.7K +631 +9%
HKIMG
691
Hutchens & Kramer Investment Management Group
Indiana
$264K -$9.82K -286 -4%
MPW
692
MA Private Wealth
California
$259K – – –
EMAM
693
Encompass More Asset Management
California
$259K -$458K -13,331 -65%
ML
694
McAdam LLC
Pennsylvania
$259K – – –
WA
695
Wealth Architects
California
$258K – – –
LW
696
Linscomb Wealth
Texas
$255K +$17.7K +514 +8%
CFP
697
Cypress Financial Planning
New Jersey
$255K +$244K +7,116 New
CIA
698
Cape Investment Advisory
Georgia
$254K +$62.8K +1,829 +35%
C1AG
699
Client 1st Advisory Group
Florida
$253K -$11K -321 -4%
EI
700
Ellevest Inc
New York
$251K – – –
26 27
28
29 30