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
PWA
51
Peterson Wealth Advisors
Utah
$27.9M +$404K +9,780 +2%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$26.5M +$7.6M +183,882 +42%
Envestnet Portfolio Solutions
53
Envestnet Portfolio Solutions
Illinois
$25.6M +$1.5M +36,173 +6%
Stifel Financial
54
Stifel Financial
Missouri
$25.2M +$422K +10,205 +2%
Corient Private Wealth
55
Corient Private Wealth
Florida
$23.6M +$422K +10,199 +2%
GKWIM
56
Gerber Kawasaki Wealth & Investment Management
California
$22.9M +$3.16M +76,339 +17%
PIMG
57
Patriot Investment Management Group
Tennessee
$22.7M +$2.84M +68,716 +15%
FFN
58
Focus Financial Network
Minnesota
$22.7M +$571K +13,811 +2%
DWM
59
Dakota Wealth Management
Florida
$22.5M +$3.03M +73,314 +16%
OIA
60
OneDigital Investment Advisors
Kansas
$21.3M -$1.57M -38,079 -7%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$20.8M -$6.97M -168,504 -26%
GLA
62
Good Life Advisors
Pennsylvania
$20.8M -$312K -7,536 -2%
EH
63
Equitable Holdings
New York
$20.7M +$3.35M +81,147 +20%
JFA
64
JNBA Financial Advisors
Minnesota
$19.5M +$10.7M +258,888 +133%
FSA
65
Financial Security Advisor
Virginia
$19.4M -$242K -5,866 -1%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$19M +$281K +6,802 +2%
UAS
67
United Asset Strategies
New York
$18.3M +$17.2M +415,766 +4,056%
MML Investors Services
68
MML Investors Services
Massachusetts
$17.8M +$364K +8,815 +2%
IWM
69
IHT Wealth Management
Illinois
$17.4M -$847K -20,484 -5%
GWAG
70
Garrett Wealth Advisory Group
Texas
$16.9M +$108K +2,611 +0.7%
MFS
71
McNamara Financial Services
Massachusetts
$16.7M -$47K -1,136 -0.3%
RFS
72
Retirement Financial Solutions
Tennessee
$16M +$1.43M +34,689 +10%
LFPWM
73
Leicht Financial Planning & Wealth Management
New Jersey
$15.8M +$3.64M +88,015 +32%
FF
74
Fox Financial
Pennsylvania
$15.6M -$87.4K -2,114 -0.6%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$15.6M +$15M +361,738 New