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
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.37B -$40M -1,491,706 -3%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$49M +$10.3M +385,927 +27%
GI
3
Gradient Investments
Minnesota
$39.4M +$432K +16,115 +1%
LPL Financial
4
LPL Financial
California
$27M +$5.21M +194,528 +24%
Bank of America
5
Bank of America
North Carolina
$26.1M -$5.28M -197,059 -17%
Wells Fargo
6
Wells Fargo
California
$23.8M +$14.4M +538,013 +153%
Jane Street
7
Jane Street
New York
$20.3M -$72.2M -2,693,632 -78%
State Street
8
State Street
Massachusetts
$15.5M +$4.76M +177,861 +44%
LFPWM
9
Leicht Financial Planning & Wealth Management
New Jersey
$11.6M +$11.6M +432,596 New
UCFA
10
United Capital Financial Advisors
Texas
$10.6M +$10.6M +395,803 New
SMM
11
Stadion Money Management
Georgia
$8.54M +$289K +10,795 +4%
CWM
12
Chesapeake Wealth Management
Virginia
$7.98M +$50.2K +1,875 +0.6%
FI
13
FormulaFolio Investments
Michigan
$7.45M +$3.34M +124,600 +81%
ACG
14
Allen Capital Group
Nebraska
$7.25M -$73.8K -2,755 -1%
LWS
15
Lucia Wealth Services
California
$6.62M +$2.67M +99,561 +67%
CCA
16
Checchi Capital Advisers
California
$6.06M -$70.7K -2,638 -1%
Morgan Stanley
17
Morgan Stanley
New York
$5.93M -$12.4M -461,390 -68%
SWP
18
Stratos Wealth Partners
Ohio
$5.71M +$5.71M +213,267 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.66M +$216K +8,061 +4%
FWP
20
FAS Wealth Partners
Kansas
$5.36M -$342K -12,775 -6%
PAG
21
Private Advisor Group
New Jersey
$5.02M +$5.02M +187,315 New
OMC
22
Old Mission Capital
Illinois
$4.8M +$4.8M +179,319 New
TC
23
TownSquare Capital
Utah
$4.24M -$243K -9,072 -5%
AWM
24
AE Wealth Management
Kansas
$4.04M +$2.22M +82,894 +122%
SS
25
Simplicity Solutions
Minnesota
$3.92M +$2.2M +82,088 +128%