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
Mariner
76
Mariner
Kansas
$16.9M -$526K -9,344 -3%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$16.7M +$358K +6,351 +2%
Ameriprise
78
Ameriprise
Minnesota
$16.6M -$12.3M -219,126 -43%
SFP
79
Shepherd Financial Partners
Massachusetts
$16.5M +$368K +6,536 +2%
GWM
80
Geneos Wealth Management
Colorado
$16.5M +$425K +7,540 +3%
EWM
81
Evermay Wealth Management
Virginia
$16.4M +$1.02M +18,153 +7%
NPI
82
New Perspectives Inc
Mississippi
$15.8M +$242K +4,289 +2%
FGAM
83
Financial Gravity Asset Management
Texas
$15.6M +$15.3M +272,173 New
CCM
84
Coldstream Capital Management
Washington
$15.3M +$489K +8,672 +3%
NSAM
85
North Star Asset Management
Wisconsin
$15.2M +$87.7K +1,556 +0.6%
AWA
86
Alta Wealth Advisors
Massachusetts
$14.9M +$1.65M +29,262 +13%
AF
87
Allworth Financial
California
$14.7M +$1.38M +24,553 +11%
AWM
88
Avior Wealth Management
Nebraska
$14.2M +$1.46M +25,936 +12%
Lido Advisors
89
Lido Advisors
California
$13.4M +$13M +230,648 +6,025%
CNC
90
Citizens & Northern Corp
Pennsylvania
$13.3M +$9.92K +176 +0.1%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$13.2M +$349K +6,198 +3%
MHWM
92
Montz Harcus Wealth Management
Louisiana
$13.1M +$316K +5,608 +3%
ACM
93
Advance Capital Management
Michigan
$12.9M +$510K +9,046 +4%
CFP
94
Cascade Financial Partners
California
$12.9M -$66.5K -1,181 -0.5%
MSA
95
Marathon Strategic Advisors
Pennsylvania
$12.8M +$1.66M +29,408 +15%
GIA
96
Gladstone Institutional Advisory
Florida
$12.4M +$833K +14,779 +7%
IWP
97
IAG Wealth Partners
Wisconsin
$12.2M +$489K +8,674 +4%
B
98
Bensler
Washington
$12.1M +$565K +10,026 +5%
WA
99
WBH Advisory
Maryland
$12M +$160K +2,834 +1%
MGIA
100
Moneta Group Investment Advisors
Missouri
$11.9M +$155K +2,746 +1%