SPSM icon

State Street SPDR Portfolio S&P 600 Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
976
Beaird Harris Wealth Management
Texas
$750 +$746 +16 New
LWMI
977
Legacy Wealth Management (Idaho)
Idaho
$703 -$1.26K -27 -64%
TAM
978
Tucker Asset Management
Colorado
$562 – – –
TC
979
Truvestments Capital
Florida
$515 -$12.3K -264 -96%
CP
980
Camelot Portfolios
Ohio
$515 +$513 +11 New
AIS
981
Advocate Investing Services
Maryland
$422 +$420 +9 New
SOAMC
982
Spirit of America Management Corp
New York
$210 – – –
BL
983
BFSG LLC
California
$188 -$326 -7 -64%
MPW
984
MASECO Private Wealth
$47 – – –
SWA
985
SOA Wealth Advisors
New York
$47 – – –
KCM
986
Key Capital Management
Tennessee
$47 +$47 +1 New
KA
987
Kozak & Associates
Colorado
$1 – – –
Wellington Management Group
988
Wellington Management Group
Massachusetts
– -$20.3M -438,960 Closed
OFS
989
OneAscent Financial Services
Alabama
– -$12.8M -275,484 Closed
FF
990
Fortitude Financial
Washington
– -$8.72M -203,794 Closed
Kovitz Investment Group Partners
991
Kovitz Investment Group Partners
Illinois
– -$3.98M -86,001 Closed
SIA
992
Strategic Investment Advisors
Michigan
– -$219K -69,028 Closed
Jane Street
993
Jane Street
New York
– -$2.85M -61,613 Closed
SW
994
SteelPeak Wealth
California
– -$1.85M -40,025 Closed
Two Sigma Investments
995
Two Sigma Investments
New York
– -$1.58M -34,200 Closed
WCM
996
WealthTrak Capital Management
Virginia
– -$1.12M -24,231 Closed
GC
997
Guidance Capital
Kentucky
– -$1.08M -22,873 Closed
PPWM
998
PFG Private Wealth Management
Florida
– -$862K -18,616 Closed
MWM
999
MinichMacGregor Wealth Management
New York
– -$786K -16,970 Closed
MERSOM
1000
Municipal Employees' Retirement System of Michigan
Michigan
– -$771K -16,642 Closed