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
PWA
101
Peterson Wealth Advisors
Utah
$6.78M -$420K -7,693 -6%
FDS
102
Freedom Day Solutions
Texas
$6.73M +$277K +5,072 +4%
BFG
103
Beacon Financial Group
Texas
$6.71M -$2.77M -50,640 -29%
SIAS
104
Summit Investment Advisory Services
Minnesota
$6.63M -$683K -12,504 -9%
IWM
105
IHT Wealth Management
Illinois
$6.26M +$476K +8,718 +8%
KAS
106
Kestra Advisory Services
Texas
$6.23M -$2.84M -51,897 -30%
DT
107
Daniels + Tansey
Delaware
$6.22M -$1,000K -18,298 -56%
CAL
108
Capital Analysts LLC
Pennsylvania
$6.18M +$406K +7,432 +7%
SWM
109
SFG Wealth Management
Maryland
$5.71M +$992K +18,154 +20%
Creative Planning
110
Creative Planning
Kansas
$5.71M -$211K -3,853 -3%
FMP
111
Financial Management Professionals
Texas
$5.64M +$36.8K +673 +0.6%
IFG
112
Independent Financial Group
California
$5.6M +$32.2K +590 +0.6%
MA
113
Mutual Advisors
Nebraska
$5.53M +$17.8K +325 +0.3%
TWP
114
Tempus Wealth Planning
California
$5.38M +$14.9K +273 +0.3%
OIA
115
OneDigital Investment Advisors
Kansas
$5.22M -$213K -3,902 -4%
B
116
Bensler
Washington
$4.99M +$223K +4,089 +4%
AI
117
Atria Investments
North Carolina
$4.98M -$81.3K -1,488 -2%
WAM
118
WNY Asset Management
New York
$4.93M -$3.02M -55,181 -37%
FHA
119
Flagship Harbor Advisors
Massachusetts
$4.84M -$11K -202 -0.2%
XF
120
XML Financial
Maryland
$4.79M -$193K -3,526 -4%
SC
121
Savant Capital
Illinois
$4.77M -$286K -5,231 -5%
CIG
122
Cascade Investment Group
Colorado
$4.73M +$86.9K +1,590 +2%
WWM
123
Western Wealth Management
Colorado
$4.71M +$748K +13,693 +18%
SPWM
124
Spartan Planning & Wealth Management
North Carolina
$4.65M +$4.85M +88,658 New
SCM
125
Sterneck Capital Management
Missouri
$4.64M -$348K -6,368 -7%