We are live on ! Find out more
SPTI icon

State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
326
RFG Advisory
Alabama
– -$398K -13,924 Closed
WWG
327
West Wealth Group
California
– -$360K -12,608 Closed
SA
328
Strategic Advocates
Utah
– -$324K -11,360 Closed
PCM
329
Presidio Capital Management
California
– -$296K -10,356 Closed
BWP
330
Balboa Wealth Partners
Arizona
– -$287K -10,033 Closed
LEFP
331
Leading Edge Financial Planning
Tennessee
– -$281K -9,843 Closed
CA
332
Crane Advisory
California
– -$253K -8,927 Closed
M1FG
333
Mach-1 Financial Group
Arkansas
– -$238K -8,318 Closed
LNC
334
Lincoln National Corp
Pennsylvania
– -$234K -8,204 Closed
FBB
335
Fulton Breakefield Broenniman
Maryland
– -$231K -8,096 Closed
FPW
336
Flagship Private Wealth
Massachusetts
– -$228K -7,984 Closed
KW
337
KWB Wealth
California
– -$226K -7,929 Closed
BWCS
338
Beirne Wealth Consulting Services
Connecticut
– -$210K -7,365 Closed
AA
339
Advisory Alpha
Michigan
– -$209K -7,307 Closed
TVAMP
340
Tennessee Valley Asset Management Partners
Tennessee
– -$132K -4,612 Closed
OP
341
ORG Partners
Indiana
– -$52.8K -1,848 Closed
GWANC
342
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$14.2K -497 Closed
CA
343
Clearstead Advisors
Ohio
– -$10.9K -383 Closed
PWMA
344
Pension & Wealth Management Advisors
Massachusetts
– -$9.97K -349 Closed
CFB
345
Cullen/Frost Bankers
Texas
– -$8.34K -292 Closed
Bessemer Group
346
Bessemer Group
New Jersey
– -$6K -203 Closed
ICM
347
Islay Capital Management
Texas
– -$5.66K -198 Closed
AWM
348
Able Wealth Management
New Jersey
– -$5.38K -188 Closed
HR
349
Howe & Rusling
New York
– -$2.08K -73 Closed
PMFA
350
Plante Moran Financial Advisors
Michigan
– -$1.77K -62 Closed
11 12 13
14
15