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State Street SPDR Portfolio Long Term Treasury ETF
SPTL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Mather Group
26
Mather Group
Illinois
USD 49.1 M -USD 166 M -6,355,645 -77%
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
USD 49.1 M +USD 3.89 M +149,337 +9%
Tennessee Valley Asset Management Partners
28
Tennessee Valley Asset Management Partners
Tennessee
USD 45 M +USD 1.54 M +59,231 +4%
Voya Financial Advisors
29
Voya Financial Advisors
Connecticut
USD 42.8 M +USD 1.2 M +46,150 +3%
Advocacy Wealth Management Services
30
Advocacy Wealth Management Services
Georgia
USD 42.4 M -USD 61.6 M -2,363,992 -59%
McMorgan & Co
31
McMorgan & Co
California
USD 39.5 M -USD 312 k -11,982 -0.8%
MA Private Wealth
32
MA Private Wealth
California
USD 38.6 M +USD 1.72 M +65,899 +5%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
USD 37.9 M +USD 774 k +29,702 +2%
Truist Financial
34
Truist Financial
North Carolina
USD 33 M +USD 5.15 M +197,518 +19%
SoFi Wealth
35
SoFi Wealth
California
USD 32 M +USD 2.14 M +81,968 +7%
Advisory Alpha
36
Advisory Alpha
Michigan
USD 28.3 M +USD 393 k +15,056 +1%
Raymond James Financial
37
Raymond James Financial
Florida
USD 27.1 M -USD 453 k -17,388 -2%
Jump Financial
38
Jump Financial
Illinois
USD 27 M +USD 17.2 M +661,490 +180%
Gradient Investments
39
Gradient Investments
Minnesota
USD 25 M +USD 3.99 M +153,041 +19%
Sanctuary Advisors
40
Sanctuary Advisors
Indiana
USD 24.3 M -USD 3.7 M -142,099 -13%
Wealthspire Advisors (New York)
41
Wealthspire Advisors (New York)
New York
USD 22.8 M +USD 22.4 M +858,442 +7,004%
Vestmark Advisory Solutions
42
Vestmark Advisory Solutions
Massachusetts
USD 22.6 M +USD 9.25 M +354,660 +70%
Strategic Wealth Investment Group
43
Strategic Wealth Investment Group
Kentucky
USD 22.6 M -USD 6.54 M -250,670 -23%
Integrated Wealth Concepts
44
Integrated Wealth Concepts
Massachusetts
USD 22.2 M -USD 2.59 M -99,466 -11%
Mount Yale Investment Advisors
45
Mount Yale Investment Advisors
Colorado
USD 21.9 M +USD 8.96 M +343,627 +70%
McAdam LLC
46
McAdam LLC
Pennsylvania
USD 21.9 M -USD 9.6 M -367,350 -31%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
USD 21.4 M -USD 24 M -921,096 -53%
Ameriprise
48
Ameriprise
Minnesota
USD 21.2 M -USD 1.04 M -40,042 -5%
Charles Schwab
49
Charles Schwab
California
USD 20.6 M -USD 224 k -8,600 -1%
Ascent Group
50
Ascent Group
Virginia
USD 19.4 M -USD 582 k -22,325 -3%
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