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
AllianceBernstein
526
AllianceBernstein
Tennessee
$325K +$320K +5,680 New
PWP
527
Precedent Wealth Partners
Texas
$322K
OCM
528
Orion Capital Management
California
$321K
SFS
529
Sowell Financial Services
Arkansas
$321K +$16K +284 +5%
AMG
530
APS Management Group
California
$317K +$312K +5,539 New
APA
531
Astoria Portfolio Advisors
New York
$316K
FIA
532
Foundations Investment Advisors
Arizona
$312K +$23K +409 +8%
M
533
MATAURO
New York
$311K +$789 +14 +0.3%
CWA
534
Canvas Wealth Advisors
Kansas
$310K -$554K -9,826 -65%
BFS
535
BridgePort Financial Solutions
Iowa
$307K +$958 +17 +0.3%
TI
536
Truepoint Inc
Ohio
$307K +$507 +9 +0.2%
NPT
537
National Philanthropic Trust
Pennsylvania
$305K
SWA
538
Sax Wealth Advisors
New Jersey
$304K -$15.5K -275 -5%
AWA
539
Acorn Wealth Advisors
Michigan
$304K +$1.8K +32 +0.6%
MCM
540
MAI Capital Management
Ohio
$303K -$174K -3,087 -37%
WP
541
WealthPLAN Partners
Nebraska
$299K +$1.01K +18 +0.3%
UWM
542
USAdvisors Wealth Management
Minnesota
$298K -$4.62K -82 -2%
MAMG
543
Milestone Asset Management Group
Connecticut
$296K +$291K +5,168 New
RBFC
544
Roman Butler Fullerton & Co
Missouri
$295K +$676 +12 +0.2%
IF
545
Ironwood Financial
Arizona
$295K
SAG
546
SageView Advisory Group
California
$294K +$5.92K +105 +2%
CA
547
Continuum Advisory
Idaho
$294K -$14.3K -253 -5%
CAL
548
Capital Advisors Ltd
Ohio
$292K
CCWM
549
Cassaday & Co Wealth Management
Virginia
$290K +$1.07K +19 +0.4%
HH
550
Hilltop Holdings
Texas
$290K -$26.9K -478 -9%