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
V
51
Veritable
Delaware
$4M
UCFA
52
United Capital Financial Advisors
Texas
$3.82M -$170K -5,171 -4%
AA
53
Advisory Alpha
Michigan
$3.82M +$116K +3,516 +3%
WI
54
WrapManager Inc
California
$3.79M +$1.25M +37,990 +49%
CPO
55
Cerity Partners OCIO
New York
$3.6M -$546K -16,634 -13%
CG
56
Colony Group
Massachusetts
$3.55M -$55.8K -1,700 -2%
JFA
57
JNBA Financial Advisors
Minnesota
$3.16M -$38.8K -1,182 -1%
CFA
58
Carroll Financial Associates
North Carolina
$3.16M -$199K -6,058 -6%
WA
59
WBH Advisory
Maryland
$3.12M +$189K +5,761 +6%
HighTower Advisors
60
HighTower Advisors
Illinois
$3.08M -$139K -4,224 -4%
CAL
61
Capital Analysts LLC
Pennsylvania
$2.87M +$288K +8,755 +11%
IWM
62
IHT Wealth Management
Illinois
$2.82M -$402K -12,239 -12%
PAG
63
Pinnacle Advisory Group
Maryland
$2.56M -$9.76K -297 -0.4%
Northern Trust
64
Northern Trust
Illinois
$2.54M
FI
65
FormulaFolio Investments
Michigan
$2.44M +$938K +28,560 +62%
CCT
66
Chemung Canal Trust
New York
$2.44M -$435K -13,249 -15%
NC
67
NovaPoint Capital
Georgia
$2.31M +$196K +5,954 +9%
Citadel Advisors
68
Citadel Advisors
Florida
$2.28M +$2.3M +69,890 New
FAIM
69
Financial Advocates Investment Management
Washington
$2.19M +$2.21M +67,226 New
TCM
70
Towercrest Capital Management
Pennsylvania
$2.13M -$271K -8,250 -11%
VIM
71
Vista Investment Management
Pennsylvania
$2.08M -$108K -3,299 -5%
RIS
72
Retirement Income Solutions
Michigan
$2.03M +$1.01M +30,726 +97%
OC
73
Oarsman Capital
Wisconsin
$2M +$40.4K +1,230 +2%
SFI
74
SPC Financial Inc
Maryland
$1.91M +$1.92M +58,447 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$1.82M