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State Street SPDR Portfolio Short Term Treasury ETF
SPTS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Portland Global Advisors
26
Portland Global Advisors
Maine
USD 44.1 M -USD 6.54 M -225,313 -13%
Acorn Financial Advisory Services
27
Acorn Financial Advisory Services
Virginia
USD 41.7 M +USD 3.94 M +135,777 +10%
Quent Capital
28
Quent Capital
New York
USD 41.3 M +USD 3.71 M +127,596 +10%
AssetMark Inc
29
AssetMark Inc
California
USD 39.8 M +USD 8.01 M +275,776 +25%
Castleark Management
30
Castleark Management
Illinois
USD 38.7 M – – –
HHM Wealth Advisors
31
HHM Wealth Advisors
Tennessee
USD 37.7 M -USD 269 k -9,269 -0.7%
Woodmont Investment Counsel
32
Woodmont Investment Counsel
Tennessee
USD 34 M +USD 2.84 M +97,769 +9%
Heartwood Wealth Advisors
33
Heartwood Wealth Advisors
Virginia
USD 29.4 M +USD 160 k +5,515 +0.5%
Triad Wealth Partners
34
Triad Wealth Partners
Kansas
USD 29.3 M +USD 29.5 M +1,015,011 Nuevas
Crane Advisory
35
Crane Advisory
California
USD 28.8 M +USD 204 k +7,015 +0.7%
AWAU
36
Alliance Wealth Advisors (Utah)
Utah
USD 28.5 M +USD 6.38 M +219,730 +29%
1I
37
1888 Investments
Colorado
USD 28.4 M -USD 22.1 M -759,990 -44%
Creative Financial Designs
38
Creative Financial Designs
Indiana
USD 27.3 M -USD 2.54 M -87,533 -8%
Boston Standard Wealth Management
39
Boston Standard Wealth Management
Massachusetts
USD 25.9 M +USD 1.23 M +42,181 +5%
Raymond James Financial
40
Raymond James Financial
Florida
USD 25.8 M +USD 77.6 k +2,673 +0.3%
Park Avenue Securities
41
Park Avenue Securities
New York
USD 25.2 M +USD 181 k +6,233 +0.7%
Nelson Capital Management
42
Nelson Capital Management
California
USD 25.1 M -USD 455 k -15,662 -2%
UBS Group
43
UBS Group
Switzerland
USD 23.7 M +USD 1.19 M +41,106 +5%
W
44
WorthPointe
California
USD 21.9 M +USD 1.59 M +54,895 +8%
JP Morgan Chase
45
JP Morgan Chase
New York
USD 21.7 M -USD 3.86 M -133,046 -15%
Glen Eagle Advisors
46
Glen Eagle Advisors
New Jersey
USD 21.7 M +USD 3.22 M +110,787 +17%
D.J. St. Germain
47
D.J. St. Germain
Massachusetts
USD 20.7 M +USD 2.06 M +70,821 +11%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
USD 20.3 M -USD 3.36 M -115,841 -14%
Evergreen Capital Management
49
Evergreen Capital Management
Washington
USD 20.2 M -USD 1.03 M -35,372 -5%
Gradient Investments
50
Gradient Investments
Minnesota
USD 20.2 M +USD 2.26 M +77,866 +13%
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