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
TFCP
151
Twin Focus Capital Partners
Massachusetts
$582K
AWM
152
Avior Wealth Management
Nebraska
$572K +$927 +25 +0.2%
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$570K +$523K +14,109 New
EFL
154
ERn Financial LLC
Wisconsin
$552K -$278K -7,498 -35%
NA
155
Nottingham Advisors
New York
$551K -$170K -4,597 -25%
FIM
156
Fernwood Investment Management
Massachusetts
$538K
FWP
157
Falcon Wealth Planning
California
$535K +$491K +13,238 New
Royal Bank of Canada
158
Royal Bank of Canada
Ontario, Canada
$533K +$55.7K +1,503 +13%
Goldman Sachs
159
Goldman Sachs
New York
$532K
ODCM
160
Old Dominion Capital Management
Virginia
$526K -$13.2K -357 -3%
GL
161
Graypoint LLC
New York
$512K
BCI
162
Brinker Capital Investments
Pennsylvania
$509K +$3.38K +91 +0.7%
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$506K -$46.7K -1,260 -9%
SAM
164
S.A. Mason
Michigan
$503K +$40.8K +1,100 +10%
CCP
165
Corient Capital Partners
California
$501K +$125K +3,381 +37%
PCA
166
Personal Capital Advisors
California
$497K +$220K +5,926 +93%
VBFP
167
Valtinson Bruner Financial Planning
Minnesota
$484K -$11.8K -319 -3%
BFA
168
Beacon Financial Advisory
Ohio
$480K +$3.04K +82 +0.7%
ISWM
169
Independent Solutions Wealth Management
New York
$478K -$26.5K -715 -6%
MA
170
Mutual Advisors
Nebraska
$476K +$54.9K +1,481 +14%
RJA
171
Raymond James & Associates
Florida
$466K +$191K +5,161 +81%
SMC
172
Smith, Moore & Co
Missouri
$449K -$140K -3,765 -25%
T
173
TRUADVICE
Florida
$449K -$42.8K -1,153 -10%
IWMA
174
Ironwood Wealth Management (Arizona)
Arizona
$442K -$18.9K -509 -4%
EVC
175
Eidelman Virant Capital
Missouri
$441K +$38.9K +1,050 New