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
CWD
151
Clarity Wealth Development
Oregon
$2.15M -$246K -8,746 -11%
GKWIM
152
Gerber Kawasaki Wealth & Investment Management
California
$2.14M +$34.4K +1,224 +2%
AWA
153
Arete Wealth Advisors
Illinois
$2.1M +$2.07M +73,667 New
HPC
154
Hobart Private Capital
North Carolina
$2.05M +$1.08M +38,549 +117%
AWS
155
Atria Wealth Solutions
New York
$1.93M +$309K +10,982 +19%
SWIG
156
Strategic Wealth Investment Group
Kentucky
$1.89M -$32.8M -1,164,075 -95%
PWM
157
Puff Wealth Management
New Jersey
$1.77M -$1.46K -52 -0.1%
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$1.75M +$1.73M +61,392 New
Envestnet Portfolio Solutions
159
Envestnet Portfolio Solutions
Illinois
$1.74M +$261K +9,274 +18%
FFA
160
Farther Finance Advisors
California
$1.74M +$707K +25,109 +70%
Bank of New York Mellon
161
Bank of New York Mellon
New York
$1.67M +$42.3K +1,504 +3%
BFA
162
Brown Financial Advisors
Ohio
$1.64M +$1.62M +57,392 New
CAM
163
Costello Asset Management
Pennsylvania
$1.63M -$220K -7,823 -12%
CWM
164
Cranbrook Wealth Management
Michigan
$1.63M +$241K +8,558 +18%
RWM
165
Ritholtz Wealth Management
New York
$1.6M +$1.58M +56,085 New
PA
166
PSI Advisors
Florida
$1.59M +$52.1K +1,852 +3%
SI
167
Stephens Inc
Arkansas
$1.59M -$385K -13,673 -20%
CWM
168
Collaborative Wealth Management
Florida
$1.48M +$44.9K +1,595 +3%
HIF
169
Hill Island Financial
Michigan
$1.48M -$117K -4,167 -7%
BBWP
170
Beacon Bridge Wealth Partners
Pennsylvania
$1.47M +$625K +22,219 +76%
GG
171
GenWealth Group
New Jersey
$1.45M -$4.02K -143 -0.3%
MOS
172
MGO One Seven
Ohio
$1.38M -$386K -13,729 -22%
T
173
Tidemark
California
$1.37M +$29K +1,032 +2%
PW
174
Paladin Wealth
Minnesota
$1.33M +$1.31M +46,697 New
JCM
175
Jacobi Capital Management
Pennsylvania
$1.32M +$95.8K +3,403 +8%