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State Street SPDR Portfolio S&P 400 Mid Cap ETF

名稱 持股 交易金額 股數
變動
持股
變動
Creative Planning
1
Creative Planning
Kansas
US$68.4億 +US$2.96億 +4,607,251 +5%
Betterment LLC
2
Betterment LLC
New York
US$12.7億 -US$8579萬 -1,333,524 -7%
LPL Financial
3
LPL Financial
California
US$9.09億 +US$3885萬 +603,835 +5%
Bank of America
4
Bank of America
North Carolina
US$5.85億 +US$4.33億 +6,727,602 +348%
Valmark Advisers
5
Valmark Advisers
Ohio
US$4.8億 -US$745萬 -115,834 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
US$3.03億 +US$2189萬 +340,186 +8%
Morgan Stanley
7
Morgan Stanley
New York
US$2.63億 +US$617萬 +95,830 +3%
AlTi Global
8
AlTi Global
New York
US$1.89億 -US$130萬 -20,206 -0.7%
Facet Wealth Inc
9
Facet Wealth Inc
Maryland
US$1.78億 +US$336萬 +52,197 +2%
First Command Advisory Services
10
First Command Advisory Services
Texas
US$1.38億 +US$1358萬 +211,146 +12%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
US$1.3億 -US$194萬 -30,212 -2%
UBS Group
12
UBS Group
Switzerland
US$1.16億 -US$1.37億 -2,123,598 -55%
HighTower Advisors
13
HighTower Advisors
Illinois
US$1.11億 -US$2244萬 -348,795 -17%
Koss-Olinger Consulting
14
Koss-Olinger Consulting
Florida
US$1.06億 +US$3285萬 +510,671 +48%
Osaic Holdings
15
Osaic Holdings
Arizona
US$1.04億 +US$1184萬 +184,045 +14%
Wells Fargo
16
Wells Fargo
California
US$1.03億 +US$478萬 +74,251 +5%
United Capital Financial Advisors
17
United Capital Financial Advisors
Texas
US$1.01億 +US$374萬 +58,171 +4%
Mason Street Advisors
18
Mason Street Advisors
Wisconsin
US$9587萬 -US$919萬 -142,897 -9%
Hancock Prospecting
19
Hancock Prospecting
Australia
US$9529萬 – – –
William Blair & Company
20
William Blair & Company
Illinois
US$8746萬 +US$2932萬 +455,777 +54%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
US$8314萬 +US$311萬 +48,386 +4%
Raymond James Financial
22
Raymond James Financial
Florida
US$8267萬 +US$1125萬 +174,886 +17%
Hills Bank & Trust
23
Hills Bank & Trust
Iowa
US$8215萬 -US$500萬 -77,650 -6%
CWM
24
Cornerstone Wealth Management
Missouri
US$7485萬 -US$52.6萬 -8,168 -0.7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
US$7100萬 +US$1193萬 +185,426 +21%