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
EWA
601
EP Wealth Advisors
California
$288K +$296K +4,865 New
ORG
602
Optimist Retirement Group
Washington
$285K +$243 +4 +0.1%
DI
603
Decision Investments
California
$285K -$18.3K -300 -6%
AIM
604
Acropolis Investment Management
Missouri
$284K +$34.7K +570 +14%
QP
605
Quartz Partners
New York
$282K +$290K +4,765 New
VFA
606
Valeo Financial Advisors
Indiana
$281K +$18.1K +298 +7%
Vanguard Advisers Inc
607
Vanguard Advisers Inc
Pennsylvania
$278K +$286K +4,701 New
EWM
608
Evolution Wealth Management
Florida
$278K +$426 +7 +0.1%
PC
609
PCB Capital
New Jersey
$277K +$26.1K +429 +10%
CCA
610
Conservest Capital Advisors
Pennsylvania
$276K +$284K +4,667 New
Brown Advisory
611
Brown Advisory
Maryland
$276K +$20.9K +343 +8%
MF
612
Midwestern Financial
Iowa
$274K +$852 +14 +0.3%
SPAS
613
Spectrum Planning & Advisory Services
California
$271K +$183 +3 +0.1%
EA
614
Eclectic Associates
California
$270K +$183 +3 +0.1%
FA
615
Fullerton Advisors
California
$270K -$12.9K -212 -4%
IAG
616
Investmark Advisory Group
Connecticut
$269K – – –
ACM
617
Altrius Capital Management
North Carolina
$268K +$13.9K +229 +5%
XT
618
XTX Topco
Cayman Islands
$267K +$275K +4,514 New
GF
619
Goodman Financial
Texas
$265K -$609 -10 -0.2%
SWM
620
Silverlake Wealth Management
Vermont
$258K -$64.3K -1,056 -20%
RWM
621
Ritholtz Wealth Management
New York
$255K +$262K +4,308 New
DFG
622
Dynamic Financial Group
Iowa
$255K +$61 +1 +0%
FOA
623
Five Oceans Advisors
California
$253K -$11K -181 -4%
MPCL
624
My Personal CFO LLC
Washington
$250K – – –
DP
625
Denver PWM
Colorado
$250K -$6.09K -100 -3%