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
IA
101
Insight Advisors
Pennsylvania
$950K -$177K -5,687 -15%
B
102
Bailard
California
$947K +$228K +7,300 +30%
FEG
103
Financial Enhancement Group
Indiana
$936K +$37.4K +1,201 +4%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$855K +$389K +12,477 +79%
CWM
105
Cornerstone Wealth Management
Missouri
$835K -$688K -22,087 -44%
MIFH
106
Migdal Insurance & Financial Holdings
Israel
$825K -$142K -4,555 -14%
OPS
107
Orion Portfolio Solutions
Nebraska
$814K +$502K +16,099 +149%
TSS
108
Two Sigma Securities
New York
$761K +$783K +25,121 New
CA
109
Continuum Advisory
Idaho
$760K -$18.1K -581 -2%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$698K +$45.4K +1,458 +7%
PWMG
111
Pinnacle Wealth Management Group
Michigan
$604K -$172K -5,509 -22%
FIM
112
Freedom Investment Management
Connecticut
$599K -$51.7K -1,658 -8%
YAL
113
Your Advocates Ltd
Texas
$569K +$46.2K +1,481 +9%
CCFM
114
Clear Creek Financial Management
Washington
$567K -$27.4K -880 -4%
EFG
115
Erickson Financial Group
Pennsylvania
$561K -$32.8K -1,053 -5%
FPWM
116
FSB Premier Wealth Management
Iowa
$531K +$558K +17,914 New
ACK
117
Andrew C. Karlinski
$524K -$46.7K -1,499 -8%
Charles Schwab
118
Charles Schwab
California
$504K -$32.4K -1,040 -6%
FC
119
Financial Consulate
Maryland
$499K -$210K -6,737 -29%
HighTower Advisors
120
HighTower Advisors
Illinois
$473K -$17K -545 -3%
GLA
121
Good Life Advisors
Pennsylvania
$472K -$109K -3,493 -18%
TC
122
Trilogy Capital
California
$460K +$474K +15,199 New
HWM
123
Heirloom Wealth Management
Colorado
$453K -$109K -3,490 -19%
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$441K -$1.25M -39,974 -73%
LA
125
Lifeworks Advisors
Michigan
$440K +$45.1K +1,446 +11%