We are live on ! Find out more
SPTM icon

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KLI
101
Kelman-Lazarov Inc
Tennessee
$311K
Fidelity Investments
102
Fidelity Investments
Massachusetts
$294K +$292K +8,641 New
MA
103
Mutual Advisors
Nebraska
$294K +$292K +8,647 New
GWM
104
Geneos Wealth Management
Colorado
$279K -$3.44K -102 -1%
TCM
105
Telos Capital Management
California
$264K +$262K +7,777 New
BF
106
BOK Financial
Oklahoma
$249K
ATFA
107
All Terrain Financial Advisors
Minnesota
$248K +$12.9K +382 +6%
CIA
108
Capital Investment Advisors
Georgia
$238K
DWM
109
Doyle Wealth Management
Florida
$234K +$232K +6,881 New
RC
110
Roundview Capital
New Jersey
$221K +$5.2K +154 +2%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$216K +$214K +6,353 New
DWM
112
Darwin Wealth Management
Florida
$203K
SWP
113
Strategic Wealth Partners
Ohio
$186K +$1.25K +37 +62%
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$184K +$27.1K +802 +17%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$184K +$36.8K +1,091 +25%
CAGAS
116
Capital Advisory Group Advisory Services
Minnesota
$160K +$43K +1,273 +37%
Citigroup
117
Citigroup
New York
$128K -$1.45K -43 -1%
ECM
118
Exchange Capital Management
Michigan
$121K -$1.22K -36 -1%
JGIA
119
Jackson Grant Investment Advisers
Connecticut
$85K +$84K +2,488 New
NWM
120
Northwest Wealth Management
Iowa
$56K -$90.9K -2,694 -62%
BlackRock
121
BlackRock
New York
$56K
APA
122
American Portfolios Advisors
New York
$50K
OIA
123
OneDigital Investment Advisors
Kansas
$49K +$14.3K +424 +41%
ADL
124
Asset Dedication LLC
California
$44K +$15.6K +463 +53%
RFC
125
Regions Financial Corp
Alabama
$43K +$42.3K +1,254 New