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
SFPG
501
Stonebridge Financial Planning Group
Florida
$588K +$560K +8,709 New
Neuberger Berman Group
502
Neuberger Berman Group
New York
$588K +$18.3K +284 +3%
AP
503
Americana Partners
Texas
$583K -$64 -1 -0%
MA
504
Mutual Advisors
Nebraska
$566K +$539K +8,378 New
CA
505
Claro Advisors
Massachusetts
$564K -$12.9K -201 -2%
TWP
506
Tyche Wealth Partners
Texas
$548K -$25.3K -393 -5%
OWA
507
Outlook Wealth Advisors
Texas
$547K -$23.9K -371 -4%
LGW
508
Leslie Global Wealth
Illinois
$545K -$108K -1,673 -17%
MAM
509
Mystic Asset Management
Rhode Island
$545K +$18.9K +293 +4%
IA
510
Inspire Advisors
Idaho
$542K -$49.8K -774 -9%
HCWM
511
Hidden Cove Wealth Management
Washington
$533K -$1.74K -27 -0.3%
TIAM2
512
Tru Independence Asset Management 2
Oregon
$531K
CFG
513
Capital Financial Group
Colorado
$531K -$27.5K -427 -5%
KA
514
Kovack Advisors
Florida
$530K +$128K +1,985 +34%
OFG
515
Opulen Financial Group
Virginia
$528K +$2.7K +42 +0.5%
HIA
516
Harbor Investment Advisory
Maryland
$521K -$1.54K -24 -0.3%
WF
517
WealthPoint Financial
North Carolina
$518K +$47.9K +744 +11%
UF
518
Univest Financial
Pennsylvania
$516K -$56.4K -876 -10%
TDC
519
Thompson Davis & Co
Virginia
$515K +$16.4K +255 +3%
TYCC
520
Texas Yale Capital Corp
Florida
$515K -$14.5K -225 -3%
US Bancorp
521
US Bancorp
Minnesota
$515K +$238K +3,705 +95%
IWMA
522
Ironwood Wealth Management (Arizona)
Arizona
$514K -$41.4K -643 -8%
SCM
523
Sollinda Capital Management
Florida
$509K -$93.6K -1,455 -16%
FWP
524
Falcon Wealth Planning
California
$504K -$20K -311 -4%
CRC
525
Curi RMB Capital
Illinois
$501K -$4.38K -68 -0.9%