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
PWMG
151
Prestige Wealth Management Group
New Jersey
$301K -$212K -6,296 -42%
GC
152
Grimes & Company
Massachusetts
$297K +$4.18K +124 +1%
BRC
153
Bell Rock Capital
Delaware
$296K +$57.4K +1,706 +24%
MML Investors Services
154
MML Investors Services
Massachusetts
$294K -$6.5K -193 -2%
SFM
155
Signet Financial Management
New Jersey
$289K +$67 +2 +0%
EDRIA
156
Edmonds Duncan Registered Investment Advisors
Kansas
$282K
AMM
157
American Money Management
California
$281K +$277K +8,234 New
CWM
158
Cahaba Wealth Management
Georgia
$275K +$15.4K +458 +6%
WPC
159
White Pine Capital
Minnesota
$274K +$271K +8,050 New
RIA
160
Regal Investment Advisors
Michigan
$262K -$230K -6,844 -47%
BBA
161
Braun-Bostich & Associates
Pennsylvania
$254K -$270K -8,016 -52%
LNC
162
Lincoln National Corp
Pennsylvania
$242K
CCA
163
Cobblestone Capital Advisors
New York
$236K -$3.7K -110 -2%
MSA
164
Marino Stram & Associates
Massachusetts
$233K
AWM
165
Altavista Wealth Management
North Carolina
$229K
SBH
166
Segall Bryant & Hamill
Illinois
$228K -$116K -3,432 -34%
JIC
167
Johnson Investment Counsel
Ohio
$228K +$202 +6 +0.1%
JMPWA
168
JP Morgan Private Wealth Advisors
California
$221K +$219K +6,501 New
Deutsche Bank
169
Deutsche Bank
Germany
$217K +$215K +6,380 New
OPA
170
Old Port Advisors
Maine
$213K -$16.8K -498 -7%
PWM
171
Paulson Wealth Management
Illinois
$211K -$124K -3,693 -37%
UBS AM
172
UBS AM
Illinois
$197K +$195K +5,789 New
GWA
173
Guidant Wealth Advisors
Illinois
$177K -$11.7K -346 -6%
GWM
174
Geneos Wealth Management
Colorado
$170K +$49.2K +1,460 +41%
US Bancorp
175
US Bancorp
Minnesota
$151K