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
CWM
201
Compass Wealth Management
Connecticut
$4.36M -$154K -2,535 -3%
PFA
202
Pure Financial Advisors
California
$4.35M +$236K +3,871 +6%
AWM
203
AE Wealth Management
Kansas
$4.35M +$418K +6,868 +10%
AA
204
ArborFi Advisors
Michigan
$4.35M +$236K +3,878 +6%
UCM
205
Up Capital Management
California
$4.32M +$3.75M +61,542 +537%
KPWS
206
Kestra Private Wealth Services
Texas
$4.25M +$280K +4,598 +7%
TCM
207
Tradewinds Capital Management
Washington
$4.21M +$417K +6,858 +11%
FF
208
Foronjy Financial
California
$4.18M +$80.7K +1,326 +2%
ACGA
209
Atlanta Consulting Group Advisors
Georgia
$4.16M -$611K -10,045 -12%
SPWG
210
Syntegra Private Wealth Group
Missouri
$4.13M -$2.63M -43,256 -38%
BF
211
Benchmark Financial
Delaware
$4.11M +$378K +6,209 +10%
Sumitomo Mitsui Trust Group
212
Sumitomo Mitsui Trust Group
Japan
$3.96M -$383K -6,300 -9%
AWM
213
Apollon Wealth Management
South Carolina
$3.95M +$451K +7,410 +12%
CIAS
214
Capital Investment Advisory Services
North Carolina
$3.9M +$512K +8,410 +15%
LWMI
215
Landmark Wealth Management (Illinois)
Illinois
$3.88M +$6.63K +109 +0.2%
SF
216
Summit Financial
New Jersey
$3.84M +$3.29M +54,092 +505%
GSC
217
G&S Capital
Colorado
$3.77M -$839K -13,783 -18%
AFM
218
Aspetuck Financial Management
Connecticut
$3.77M +$58.3K +957 +2%
FSAG
219
Financial Solutions Advisory Group
Illinois
$3.74M +$3.84M +63,164 New
AWA
220
ARQ Wealth Advisors
Arizona
$3.73M -$154K -2,526 -4%
ZWA
221
Zinnia Wealth Advisory
Florida
$3.72M -$243K -3,987 -6%
LIA
222
Lynx Investment Advisory
District of Columbia
$3.72M +$214K +3,515 +6%
JCM
223
Jacobi Capital Management
Pennsylvania
$3.68M +$379K +6,222 +11%
Susquehanna International Group
224
Susquehanna International Group
Pennsylvania
$3.64M +$1.81M +29,782 +94%
PRTG
225
Post Resch Tallon Group
New York
$3.61M +$209K +3,431 +6%