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
CCFM
51
Clear Creek Financial Management
Washington
$5.89M +$5.15M +155,680 +722%
BRWA
52
B. Riley Wealth Advisors
Florida
$5.85M +$5.82M +175,954 New
MIAN
53
Mariner Independent Advisor Network
Kansas
$5.57M +$842K +25,442 +18%
CCP
54
Cardan Capital Partners
Colorado
$5.23M +$5.21M +157,450 New
LWS
55
Lucia Wealth Services
California
$4.91M +$94.6K +2,859 +2%
MFG
56
Menard Financial Group
Texas
$4.71M +$4.7M +141,920 New
JCM
57
Jacobi Capital Management
Pennsylvania
$4.39M +$4.38M +132,297 New
MAFM
58
Mid Atlantic Financial Management
Pennsylvania
$4.03M +$3.66M +110,670 +1,051%
MPW
59
MA Private Wealth
California
$3.55M +$102K +3,082 +3%
PCS
60
Personal CFO Solutions
New Jersey
$3.53M +$3.52M +106,234 New
WWM
61
WJ Wealth Management
Arizona
$3.47M +$1.96M +59,072 +130%
PAS
62
Park Avenue Securities
New York
$3.46M +$3.45M +104,292 New
SWP
63
Stratos Wealth Partners
Ohio
$3.25M -$12.6M -380,418 -80%
Citadel Advisors
64
Citadel Advisors
Florida
$3.1M -$3.29M -99,273 -52%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$3.02M +$630K +19,034 +26%
SI
66
Stephens Inc
Arkansas
$2.98M
FAAS
67
First Allied Advisory Services
California
$2.9M +$2.67M +80,601 +1,175%
APA
68
American Portfolios Advisors
New York
$2.39M +$2.39M +72,088 New
APC
69
Aspire Private Capital
North Carolina
$2.18M +$2.17M +65,578 New
TAIM
70
TD Ameritrade Investment Management
Nebraska
$1.89M +$3.31K +100 +0.2%
MFT
71
Moisand Fitzgerald Tamayo
Florida
$1.89M +$222K +6,720 +13%
TSS
72
Two Sigma Securities
New York
$1.82M +$522K +15,775 +41%
OPS
73
Orion Portfolio Solutions
Nebraska
$1.79M -$215K -6,500 -11%
CIA
74
Capital Investment Advisors
Georgia
$1.76M +$2.88K +87 +0.2%
NA
75
Nottingham Advisors
New York
$1.71M -$979K -29,573 -36%