We are live on ! Find out more
SPTI icon

State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
276
LifeGuide Financial Advisors
Pennsylvania
– -$909K -32,206 Closed
DADC
277
D.A. Davidson & Co
Montana
– -$853K -30,212 Closed
WMS
278
Wealth Management Solutions
Pennsylvania
– -$749K -26,522 Closed
TSA
279
Tri-Star Advisors
Texas
– -$704K -24,411 Closed
DFC
280
DB Fitzpatrick & Co
Idaho
– -$573K -20,300 Closed
Mercer Global Advisors
281
Mercer Global Advisors
Colorado
– -$555K -19,666 Closed
PPP
282
Private Portfolio Partners
New Jersey
– -$506K -17,933 Closed
FPWM
283
FSB Premier Wealth Management
Iowa
– -$470K -16,644 Closed
TC
284
TownSquare Capital
Utah
– -$469K -16,619 Closed
BTWM
285
Baker Tilly Wealth Management
Wisconsin
– -$399K -14,137 Closed
MPW
286
MGO Private Wealth
California
– -$378K -13,396 Closed
FC
287
Financial Consulate
Maryland
– -$350K -12,390 Closed
RJT
288
Raymond James Trust
Florida
– -$287K -10,180 Closed
Fisher Asset Management
289
Fisher Asset Management
Washington
– -$286K -10,121 Closed
SWM
290
SFG Wealth Management
Maryland
– -$265K -9,374 Closed
GHA
291
GW Henssler & Associates
Georgia
– -$231K -8,194 Closed
LS
292
Leelyn Smith
Illinois
– -$188K -6,645 Closed
AWM
293
Accurate Wealth Management
Florida
– -$159K -5,537 Closed
SA
294
SRH Advisors
Kansas
– -$142K -5,034 Closed
CWP
295
Concord Wealth Partners
Virginia
– -$98K -3,470 Closed
FWP
296
FAS Wealth Partners
Kansas
– -$51.2K -1,814 Closed
MCC
297
Money Concepts Capital
Florida
– -$11.1K -392 Closed
CAS
298
Coppell Advisory Solutions
Texas
– -$8.87K -314 Closed
CASC
299
Coppell Advisory Solutions Corp
Texas
– -$8.87K -314 Closed
BHWM
300
Bay Harbor Wealth Management
Maryland
– -$7K -247 Closed