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
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$5.93M +$326K +6,310 +6%
OWA
127
Octavia Wealth Advisors
Ohio
$5.71M +$1.31M +25,322 +29%
VCM
128
Vivaldi Capital Management
Illinois
$5.64M -$14.4K -280 -0.3%
B
129
Bensler
Washington
$5.63M +$905K +17,533 +19%
WCFA
130
Walkner Condon Financial Advisors
Wisconsin
$5.59M +$47.2K +915 +0.8%
AWA
131
ARQ Wealth Advisors
Arizona
$5.58M +$722K +13,996 +15%
LFPWM
132
Leicht Financial Planning & Wealth Management
New Jersey
$5.51M +$162K +3,142 +3%
CIC
133
Carnegie Investment Counsel
Ohio
$5.48M +$188K +3,642 +4%
OC
134
Oarsman Capital
Wisconsin
$5.23M +$612K +11,853 +13%
MFA
135
Millington Financial Advisors
Illinois
$5.08M -$36.3K -703 -0.7%
MFG
136
Merit Financial Group
Georgia
$5.03M -$339K -6,566 -6%
LWMG
137
Levy Wealth Management Group
Pennsylvania
$4.9M -$13.1K -253 -0.3%
Focus Partners Wealth
138
Focus Partners Wealth
Massachusetts
$4.67M +$461K +8,943 +11%
Goldman Sachs
139
Goldman Sachs
New York
$4.66M +$18.1K +350 +0.4%
HWP
140
Hibernia Wealth Partners
Louisiana
$4.6M +$1.82M +35,226 +65%
FFA
141
Founders Financial Alliance
North Carolina
$4.55M -$179K -3,470 -4%
RCA
142
Resonant Capital Advisors
Wisconsin
$4.53M +$130K +2,529 +3%
JP Morgan Chase
143
JP Morgan Chase
New York
$4.52M +$1.07M +20,820 +31%
RJA
144
Raymond James & Associates
Florida
$4.5M -$867K -16,812 -16%
EWM
145
Evermay Wealth Management
Virginia
$4.42M +$1.64M +31,692 +58%
ACM
146
Anfield Capital Management
California
$4.33M -$32.9K -637 -0.7%
IA
147
IFG Advisory
Georgia
$4.27M -$216K -4,185 -5%
Cerity Partners
148
Cerity Partners
New York
$4.06M -$125K -2,425 -3%
PWP
149
Precedent Wealth Partners
Texas
$4.01M +$1.69M +32,842 +73%
MWM
150
Modera Wealth Management
New Jersey
$3.94M -$13.1K -254 -0.3%