We are live on ! Find out more
SPMD icon

State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$5.72B +$242M +3,972,550 +4%
Betterment LLC
2
Betterment LLC
New York
$1.2B -$57.9M -951,864 -5%
LPL Financial
3
LPL Financial
California
$761M +$491K +8,072 +0.1%
VA
4
Valmark Advisers
Ohio
$427M +$10.6M +173,551 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$246M +$78.1M +1,283,214 +45%
UBS Group
6
UBS Group
Switzerland
$227M +$145M +2,379,080 +163%
Morgan Stanley
7
Morgan Stanley
New York
$225M -$367M -6,026,540 -61%
AG
8
AlTi Global
New York
$167M -$9.87M -162,085 -5%
FWI
9
Facet Wealth Inc
Maryland
$153M +$4.17M +68,544 +3%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$134M -$80.8M -1,327,276 -37%
HighTower Advisors
11
HighTower Advisors
Illinois
$118M -$1.14M -18,719 -0.9%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$115M -$647K -10,637 -0.5%
Bank of America
13
Bank of America
North Carolina
$114M -$1.4M -22,986 -1%
FCAS
14
First Command Advisory Services
Texas
$108M +$14.4M +237,165 +15%
MSA
15
Mason Street Advisors
Wisconsin
$92.5M -$1.55M -25,421 -2%
Wells Fargo
16
Wells Fargo
California
$85.5M +$14.4M +235,960 +20%
UCFA
17
United Capital Financial Advisors
Texas
$84.9M +$9.59M +157,584 +12%
HP
18
Hancock Prospecting
Australia
$83.5M – – –
Osaic Holdings
19
Osaic Holdings
Arizona
$80.1M -$10.9M -179,068 -12%
AOI
20
Auto-Owners Insurance
Michigan
$78.7M – – –
HBT
21
Hills Bank & Trust
Iowa
$76.6M +$908K +14,912 +1%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$70M +$4.14M +67,952 +6%
CWM
23
Cornerstone Wealth Management
Missouri
$66.1M +$66.1K +1,086 +0.1%
KOC
24
Koss-Olinger Consulting
Florida
$63M +$10.9M +178,947 +20%
Raymond James Financial
25
Raymond James Financial
Florida
$62.1M +$33.2M +544,839 +108%
1
2 3 4 5