We are live on ! Find out more
SPMB icon

State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSPAM
51
Cary Street Partners Asset Management
Virginia
$4.13M +$172K +7,907 +4%
DA
52
Detalus Advisors
Missouri
$4.07M +$1.45M +66,631 +55%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$3.98M +$2M +92,127 +101%
CICC
54
Capital Investment Counsel (Colorado)
Colorado
$3.48M +$1.75M +80,700 +102%
RFN
55
Redwood Financial Network
Ohio
$3.48M -$267K -12,318 -7%
BEI
56
Benjamin Edwards Inc
Missouri
$3.32M +$3.26M +150,158 +5,675%
UCFA
57
United Capital Financial Advisors
Texas
$3.27M -$2.54M -117,210 -44%
KAS
58
Kestra Advisory Services
Texas
$3.22M +$2.14M +98,400 +197%
WWM
59
Western Wealth Management
Colorado
$3.11M +$261K +12,039 +9%
RCS
60
Retirement Capital Strategies
California
$3.08M -$10.1M -466,781 -77%
EB
61
Eastern Bank
Massachusetts
$3.03M
SHJ
62
Sharkey, Howes & Javer
Colorado
$2.96M +$708K +32,621 +31%
DAS
63
Dynamic Advisor Solutions
Arizona
$2.86M +$12.8K +589 +0.4%
KFGK
64
Keystone Financial Group (Kentucky)
Kentucky
$2.57M +$377K +17,382 +17%
OMC
65
Old Mission Capital
Illinois
$2.5M +$2.5M +114,982 New
SWM
66
Seed Wealth Management
Illinois
$2.48M +$525K +24,190 +27%
IWC
67
Integrated Wealth Concepts
Massachusetts
$2.41M -$967K -44,579 -29%
CWM
68
Collaborative Wealth Management
Florida
$2.36M +$445K +20,493 +23%
WCWM
69
Willow Creek Wealth Management
California
$2.35M
GC
70
Guidance Capital
Kentucky
$2.13M +$674K +31,040 +44%
VWWMG
71
Vermillion & White Wealth Management Group
Pennsylvania
$2.11M +$2.11M +97,268 New
GWSG
72
GPS Wealth Strategies Group
Colorado
$2.09M -$6.29K -290 -0.3%
AA
73
Alesco Advisors
New York
$1.95M
VPP
74
Vertex Planning Partners
Illinois
$1.94M -$20.2K -931 -1%
BCM
75
Boltwood Capital Management
California
$1.86M