We are live on ! Find out more
SPMD icon

State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
451
Ameritas Advisory Services
Nebraska
$520K -$505K -8,963 -50%
MFN
452
Midwest Financial Network
Illinois
$517K +$131K +2,323 +35%
M
453
MOTCO
Texas
$516K
Mercer Global Advisors
454
Mercer Global Advisors
Colorado
$509K -$43.8K -778 -8%
CB
455
Commerce Bank
Missouri
$501K +$116K +2,066 +31%
IWMA
456
Ironwood Wealth Management (Arizona)
Arizona
$500K -$4.79K -85 -1%
OWA
457
Outlook Wealth Advisors
Texas
$499K -$10.7K -190 -2%
DC
458
Davenport & Co
Virginia
$497K +$70.2K +1,246 +17%
AP
459
Americana Partners
Texas
$494K
DWM
460
Destination Wealth Management
California
$491K -$14.8K -263 -3%
LFG
461
Lockerman Financial Group
California
$489K +$1.52K +27 +0.3%
FDW
462
Fourth Dimension Wealth
Ohio
$487K -$11.7K -207 -2%
FPW
463
Flagship Private Wealth
Massachusetts
$482K +$10K +178 +2%
SAI
464
Savvy Advisors Inc
New York
$482K +$248K +4,397 +109%
Neuberger Berman Group
465
Neuberger Berman Group
New York
$482K +$46.2K +820 +11%
SPIA
466
Steward Partners Investment Advisory
New York
$482K +$41K +728 +9%
CA
467
Claro Advisors
Massachusetts
$479K -$27.7K -492 -6%
BWFA
468
Baltimore-Washington Financial Advisors
Maryland
$477K -$3.27K -58 -0.7%
PWS
469
Precision Wealth Strategies
Missouri
$475K -$79.3K -1,407 -14%
GWAG
470
Garrett Wealth Advisory Group
Texas
$468K +$29K +514 +7%
Baird Financial Group
471
Baird Financial Group
Wisconsin
$465K +$38.5K +683 +9%
FWP
472
Falcon Wealth Planning
California
$459K -$563 -10 -0.1%
LWMNY
473
Landmark Wealth Management (New York)
New York
$457K +$27.4K +486 +6%
USCWA
474
U.S. Capital Wealth Advisors
Texas
$450K
TIAM2
475
Tru Independence Asset Management 2
Oregon
$450K -$146K -2,592 -25%