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
BWAM
176
Boyd Watterson Asset Management
Ohio
$776K -$70.2K -2,522 -8%
FLPIM
177
F.L. Putnam Investment Management
Massachusetts
$770K +$765K +27,490 New
CWM
178
Certus Wealth Management
California
$769K +$3.78K +136 +0.5%
HP
179
Hilltop Partners
Indiana
$768K -$16.3K -585 -2%
KP
180
Keel Point
Alabama
$758K -$674K -24,226 -48%
IAA
181
Independent Advisor Alliance
North Carolina
$749K +$84.1K +3,024 +13%
JCM
182
Jacobi Capital Management
Pennsylvania
$745K +$9.65K +347 +1%
IA
183
Insight Advisors
Pennsylvania
$732K +$54.3K +1,953 +8%
PIA
184
Perennial Investment Advisors
California
$732K -$6.7K -241 -0.9%
WWA
185
WCG Wealth Advisors
Nevada
$693K -$42.8K -1,540 -6%
Betterment LLC
186
Betterment LLC
New York
$648K +$157K +5,635 +32%
PCIA
187
Prime Capital Investment Advisors
Kansas
$635K -$2.43M -87,376 -79%
RW
188
Rede Wealth
Virginia
$629K -$94.4K -3,394 -13%
SA
189
Sanctuary Advisors
Indiana
$619K +$625K +22,476 New
TC
190
TownSquare Capital
Utah
$618K +$216K +7,766 +54%
VT
191
Vise Technologies
New York
$613K -$59.7K -2,146 -9%
HFS
192
Heritage Financial Services
Massachusetts
$597K -$331K -11,890 -36%
SWP
193
Stratos Wealth Partners
Ohio
$596K -$184K -6,612 -24%
AAS
194
Avantax Advisory Services
Texas
$580K -$19.3K -693 -3%
OS
195
Objectivity Squared
South Carolina
$541K +$109K +3,903 +26%
CFAM
196
Center For Asset Management
Florida
$531K +$527K +18,946 New
CWM
197
Cranbrook Wealth Management
Michigan
$523K +$34.9K +1,255 +7%
BCM
198
Boltwood Capital Management
California
$516K
CFS
199
Coordinated Financial Services
Colorado
$476K +$4.03K +145 +0.9%
MOS
200
MGO One Seven
Ohio
$469K -$1.61M -57,837 -78%