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
WCM
51
Windsor Capital Management
Arizona
$1.06M +$1.08M +32,055 New
AI
52
Atria Investments
North Carolina
$1.06M +$1.08M +32,002 New
IA
53
IFP Advisors
Florida
$998K
FC
54
Financial Consulate
Maryland
$998K +$1.01M +30,099 New
GF
55
Goodman Financial
Texas
$943K +$818K +24,270 +584%
WP
56
WealthSource Partners
California
$899K +$913K +27,098 New
VIM
57
Vista Investment Management
Pennsylvania
$807K +$820K +24,333 New
CM
58
Churchill Management
California
$669K +$464K +13,762 +215%
GSC
59
G&S Capital
Colorado
$636K +$646K +19,164 +79,850%
B
60
Brightworth
Georgia
$605K +$615K +18,245 New
FA
61
FDx Advisors
Illinois
$565K +$574K +17,032 New
CIAS
62
Capital Investment Advisory Services
North Carolina
$562K +$203K +6,023 +55%
FC
63
Forte Capital
New York
$542K +$551K +16,353 New
SMC
64
Smith, Moore & Co
Missouri
$501K
GRP
65
Global Retirement Partners
California
$473K +$405K +12,035 +541%
GLA
66
Great Lakes Advisors
Illinois
$471K -$31.9K -946 -6%
JIC
67
JRM Investment Counsel
Nebraska
$450K +$239K +7,096 +110%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$421K +$137K +4,056 +47%
Wells Fargo
69
Wells Fargo
California
$400K +$375K +11,124 +1,192%
LI
70
LVZ Inc
Michigan
$381K +$387K +11,501 New
HWP
71
Hefty Wealth Partners
Indiana
$319K +$325K +9,634 New
LNC
72
Lincoln National Corp
Pennsylvania
$295K +$300K +8,900 New
SMFS
73
Squar Milner Financial Services
California
$288K +$292K +8,671 New
CA
74
Cetera Advisors
Colorado
$256K +$259K +7,683 New
MSAM
75
Moloney Securities Asset Management
Missouri
$254K +$258K +7,668 New