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
JCM
176
Jacobi Capital Management
Pennsylvania
$1.25M -$61.7K -1,378 -5%
RC
177
Roundview Capital
New Jersey
$1.24M +$19.7K +441 +2%
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$1.22M +$89.6K +2,001 +8%
JP Morgan Chase
179
JP Morgan Chase
New York
$1.17M -$3.12M -69,725 -72%
KLI
180
Kelman-Lazarov Inc
Tennessee
$1.17M +$168K +3,754 +16%
KWM
181
Kingsview Wealth Management
Oregon
$1.16M +$54.1K +1,209 +5%
AF
182
Aldebaran Financial
$1.16M -$39.2K -876 -3%
BW
183
BIP Wealth
Georgia
$1.14M +$1.16M +26,007 New
SAM
184
S.A. Mason
Michigan
$1.13M -$23.3K -520 -2%
AWM
185
Apollon Wealth Management
South Carolina
$1.13M +$1.15M +25,684 New
IWMA
186
Ironwood Wealth Management (Arizona)
Arizona
$1.12M -$130K -2,901 -10%
FWM
187
Fingerlakes Wealth Management
New York
$1.11M -$8.77K -196 -0.8%
MCWS
188
McKinley Carter Wealth Services
West Virginia
$1.11M -$22.8K -509 -2%
RWP
189
Revolve Wealth Partners
New Jersey
$1.07M -$60K -1,340 -5%
SIAP
190
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.05M +$149K +3,325 +16%
MF
191
Meridian Financial
Massachusetts
$1.03M +$289K +6,446 +38%
BIP
192
Blueprint Investment Partners
North Carolina
$1.02M +$573K +12,795 +123%
WMR
193
Wealth Management Resources
Rhode Island
$1.01M +$41.5K +928 +4%
CCFM
194
Clear Creek Financial Management
Washington
$992K +$1.01M +22,586 New
AFG
195
Arkansas Financial Group
Arkansas
$978K +$587K +13,119 +144%
BWFA
196
Baltimore-Washington Financial Advisors
Maryland
$977K -$37.2K -831 -4%
FMN
197
Financial Management Network
California
$976K -$671 -15 -0.1%
IC
198
IEQ Capital
California
$976K -$396K -8,842 -28%
TRCT
199
Tower Research Capital (TRC)
New York
$976K +$518K +11,566 +109%
WJWM
200
Williams Jones Wealth Management
New York
$968K