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
JMPWA
151
JP Morgan Private Wealth Advisors
California
$281K +$1.54K +51 +0.5%
RJA
152
Raymond James & Associates
Florida
$276K -$5.64K -187 -2%
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$266K
PWM
154
Perigon Wealth Management
California
$261K +$262K +8,682 New
CAM
155
Concorde Asset Management
Michigan
$260K -$214K -7,078 -45%
NA
156
NewEdge Advisors
Louisiana
$260K
GTAM
157
Global Trust Asset Management
Florida
$257K +$257K +8,522 +15,495%
SSWM
158
Sheets Smith Wealth Management
North Carolina
$254K +$255K +8,465 New
AWM
159
Avior Wealth Management
Nebraska
$247K +$56.7K +1,881 +30%
RTS
160
Round Table Services
New Jersey
$246K +$603 +20 +0.2%
MSAM
161
Moloney Securities Asset Management
Missouri
$241K -$2.11K -70 -0.9%
JP Morgan Chase
162
JP Morgan Chase
New York
$237K
HighTower Advisors
163
HighTower Advisors
Illinois
$230K -$21.6K -716 -9%
PWM
164
Paulson Wealth Management
Illinois
$209K +$210K +6,955 New
WP
165
WealthShield Partners
North Carolina
$167K +$54.1K +1,792 +47%
BAM
166
Belpointe Asset Management
Nevada
$147K +$148K +4,894 New
APA
167
American Portfolios Advisors
New York
$139K +$124K +4,100 +785%
PWMG
168
Prestige Wealth Management Group
New Jersey
$128K +$302 +10 +0.2%
GSWM
169
Golden State Wealth Management
California
$127K -$25.4K -843 -17%
BCI
170
Brinker Capital Investments
Pennsylvania
$126K +$127K +4,207 New
SPIA
171
Steward Partners Investment Advisory
New York
$105K +$104K +3,459 +6,918%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$93K +$40.8K +1,351 +77%
PA
173
Parallel Advisors
California
$91K -$123K -4,088 -57%
CIAS
174
Capital Investment Advisory Services
North Carolina
$89K -$11.1K -368 -11%
PFGIA
175
Patriot Financial Group Insurance Agency
Massachusetts
$84K +$35.7K +1,184 +74%