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
AWM
26
AE Wealth Management
Kansas
$28.2M +$16.4M +571,914 +142%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$27.4M +$12.1M +423,994 +81%
PAG
28
Private Advisor Group
New Jersey
$24.1M +$3.13M +109,568 +15%
PAS
29
Park Avenue Securities
New York
$22.9M +$6.63M +231,946 +42%
OBWP
30
O'Brien Wealth Partners
Massachusetts
$22.5M +$114K +3,974 +0.5%
WS
31
Wela Strategies
Georgia
$22.4M +$1.11M +38,644 +5%
CWM
32
Comprehensive Wealth Management
Washington
$21.1M +$1.16M +40,420 +6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$19.8M +$3.75M +131,161 +24%
EH
34
Equitable Holdings
New York
$19.2M +$17.8M +622,638 +1,556%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$18.8M +$4.65M +162,621 +33%
LFPWM
36
Leicht Financial Planning & Wealth Management
New Jersey
$18.7M +$13.4M +468,999 +264%
Truist Financial
37
Truist Financial
North Carolina
$16.1M +$1.38M +48,124 +9%
SRSA
38
S.R. Schill & Associates
Washington
$16.1M +$3.01M +105,159 +23%
GRP
39
Global Retirement Partners
California
$14.5M +$3.38M +118,237 +31%
FHA
40
Flagship Harbor Advisors
Massachusetts
$14.1M +$11.3M +394,809 +426%
FFM
41
Flagstone Financial Management
Nebraska
$14M +$2M +70,094 +17%
UFA
42
US Financial Advisors
Massachusetts
$13.8M +$381K +13,329 +3%
CAG
43
Csenge Advisory Group
Florida
$13.8M +$13.7M +478,223 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$13.1M +$7.18M +251,070 +125%
MG
45
Mather Group
Illinois
$12.8M -$255K -8,931 -2%
MML Investors Services
46
MML Investors Services
Massachusetts
$12.2M +$11.7M +409,331 +3,376%
LFAS
47
Level Four Advisory Services
Texas
$11.9M +$716K +25,035 +6%
GVAG
48
Great Valley Advisor Group
Delaware
$11.5M +$9.27M +324,260 +440%
KAS
49
Kestra Advisory Services
Texas
$10.9M +$6.11M +213,615 +130%
Stifel Financial
50
Stifel Financial
Missouri
$10.8M -$1.7M -59,294 -14%