We are live on ! Find out more
SPSM icon

State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
351
Tortoise Investment Management
New York
$129K +$1.35K +32 +1%
AF
352
Advisornet Financial
Minnesota
$126K +$24.9K +591 +25%
EWA
353
EP Wealth Advisors
California
$122K +$123K +2,911 New
GI
354
Gradient Investments
Minnesota
$101K
BIP
355
Blueprint Investment Partners
North Carolina
$98K -$241K -5,733 -71%
WBC
356
West Branch Capital
Massachusetts
$98K -$79.8K -1,895 -45%
William Blair & Company
357
William Blair & Company
Illinois
$94K -$26.3K -624 -22%
ANBT
358
American National Bank & Trust
Texas
$84K
RIM
359
Rockbridge Investment Management
New York
$79.1K -$14.4K -342 -16%
PP
360
PrairieView Partners
Minnesota
$77K -$3.58K -85 -4%
BHWM
361
Bay Harbor Wealth Management
Maryland
$75K +$15.2K +361 +25%
OSNBOA
362
Old Second National Bank of Aurora
Illinois
$74K +$3.45K +82 +5%
BA
363
Bellwether Advisors
Nebraska
$73K
AIA
364
Armor Investment Advisors
North Carolina
$69K
CCM
365
Covington Capital Management
California
$66K +$42 +1 +0.1%
SPWM
366
Spartan Planning & Wealth Management
North Carolina
$65K +$65.4K +1,554 New
Bank of Montreal
367
Bank of Montreal
Ontario, Canada
$64K +$8.71K +207 +16%
HWMA
368
Heritage Wealth Management (Arizona)
Arizona
$61K +$60.7K +1,443 New
JWA
369
JFS Wealth Advisors
Pennsylvania
$60K
ADL
370
Asset Dedication LLC
California
$52K
PFS
371
Prospera Financial Services
Texas
$46K +$46.5K +1,104 New
SSB
372
Sandy Spring Bank
Maryland
$45K
FWP
373
FAS Wealth Partners
Kansas
$36K -$43.7K -1,039 -55%
GFPC
374
Global Financial Private Client
Florida
$33.7K +$33.4K +793 New
GLLW
375
Graves Light Lenhart Wealth
Virginia
$33K