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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFG
226
Goldstone Financial Group
Illinois
-$1.26M -58,260 Closed
APA
227
Astoria Portfolio Advisors
New York
-$897K -42,200 Closed
AIA
228
Acute Investment Advisory
Arizona
-$688K -31,909 Closed
UBS Group
229
UBS Group
Switzerland
-$552K -25,630 Closed
Creative Planning
230
Creative Planning
Kansas
-$430K -19,943 Closed
TNA
231
True North Advisors
Texas
-$248K -11,512 Closed
CIA
232
Capital Investment Advisors
Georgia
-$243K -11,265 Closed
FIA
233
Foundations Investment Advisors
Arizona
-$233K -10,804 Closed
SG
234
StoneX Group
New York
-$231K -10,717 Closed
Qube Research & Technologies (QRT)
235
Qube Research & Technologies (QRT)
United Kingdom
-$156K -7,238 Closed
CAS
236
Coppell Advisory Solutions
Texas
-$29.1K -1,351 Closed
FWM
237
FLP Wealth Management
Arkansas
-$23.7K -1,101 Closed
GWANC
238
Guardian Wealth Advisors (North Carolina)
North Carolina
-$13.8K -641 Closed
SAM
239
Synergy Asset Management
Washington
-$8.02K -356 Closed
HR
240
Howe & Rusling
New York
-$7.5K -348 Closed
VHAM
241
Van Hulzen Asset Management
California
-$6.4K -297 Closed
TRCT
242
Tower Research Capital (TRC)
New York
-$5.15K -239 Closed
CA
243
Continuum Advisory
Idaho
-$1.38K -64 Closed
AWM
244
Avior Wealth Management
Nebraska
-$1.19K -55 Closed
PMFA
245
Plante Moran Financial Advisors
Michigan
-$1.16K -54 Closed
TWC
246
TD Waterhouse Canada
Ontario, Canada
-$948 -44 Closed
GA
247
GoalVest Advisory
New York
-$754 -35 Closed
CTA
248
Colonial Trust Advisors
South Carolina
-$453 -21 Closed
VFA
249
Values First Advisors
Tennessee
-$281 -13 Closed
HFS
250
Hantz Financial Services
Michigan
+$65 +3 New