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
TIM
676
Tortoise Investment Management
New York
$205 – – –
FW
677
Fairway Wealth
Ohio
$51 +$55 +1 New
KGP
678
Keystone Global Partners
Colorado
$51 +$55 +1 New
MIM
679
Marshall Investment Management
Colorado
$51 +$55 +1 New
PFM
680
Potomac Fund Management
Florida
– -$73.4M -1,341,805 Closed
SF
681
Symphony Financial
Texas
– -$11.4M -197,752 Closed
LFPWM
682
Leicht Financial Planning & Wealth Management
New Jersey
– -$5.96M -108,945 Closed
HC
683
Headland Capital
South Carolina
– -$5.41M -98,992 Closed
RCAG
684
Rehmann Capital Advisory Group
Michigan
– -$2.62M -47,865 Closed
FDCDDQ
685
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$2.03M -37,207 Closed
MC
686
Moors & Cabot
Massachusetts
– -$1.36M -24,944 Closed
BWG
687
Beta Wealth Group
California
– -$1.2M -21,875 Closed
VWM
688
VCI Wealth Management
Missouri
– -$955K -17,456 Closed
ACP
689
Aveo Capital Partners
Colorado
– -$951K -17,391 Closed
RPSA
690
Richard P. Slaughter Associates
Texas
– -$880K -16,090 Closed
IF
691
Intrua Financial
Texas
– -$871K -15,927 Closed
HIF
692
Hill Island Financial
Michigan
– -$642K -11,737 Closed
EFS
693
Econ Financial Services
Pennsylvania
– -$487K -8,905 Closed
APA
694
Astoria Portfolio Advisors
New York
– -$489K -8,828 Closed
JWCA
695
J.W. Cole Advisors
Florida
– -$437K -7,997 Closed
CIA
696
Compass Ion Advisors
Pennsylvania
– -$418K -7,648 Closed
Qube Research & Technologies (QRT)
697
Qube Research & Technologies (QRT)
United Kingdom
– -$385K -7,036 Closed
WIC
698
Woodmont Investment Counsel
Tennessee
– -$360K -6,581 Closed
Fisher Asset Management
699
Fisher Asset Management
Washington
– -$320K -5,849 Closed
AA
700
Armis Advisers
Georgia
– -$302K -5,514 Closed