We are live on ! Find out more
SPTL icon

State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
251
Aveo Capital Partners
Colorado
$702K -$200K -7,302 -21%
FI
252
FWG Investments
Kentucky
$695K +$8.77K +320 +1%
SW
253
SoFi Wealth
California
$685K +$717K +26,171 New
VT
254
Vise Technologies
New York
$684K +$715K +26,109 New
NWM
255
Napa Wealth Management
California
$663K -$1.14M -41,659 -62%
IA
256
IFP Advisors
Florida
$662K +$477K +17,411 +222%
AI
257
Auour Investments
Massachusetts
$654K +$163K +5,947 +31%
FSC
258
Full Sail Capital
Oklahoma
$643K +$120K +4,366 +22%
DLHL
259
Donald L. Hagan LLC
Florida
$636K +$328K +11,984 +97%
WJA
260
Willis Johnson & Associates
Texas
$631K +$126K +4,618 +24%
WWM
261
Western Wealth Management
Colorado
$630K +$49.8K +1,819 +8%
MWM
262
Maridea Wealth Management
New York
$619K +$647K +23,634 New
Kovitz Investment Group Partners
263
Kovitz Investment Group Partners
Illinois
$618K +$646K +23,581 New
Jones Financial Companies
264
Jones Financial Companies
Missouri
$614K +$192K +7,024 +43%
FTS
265
Fifth Third Securities
Ohio
$609K +$14.5K +530 +2%
TVM
266
True Vision MN
Minnesota
$603K -$28.5K -1,042 -4%
TFA
267
Teamwork Financial Advisors
Texas
$603K -$524K -19,115 -45%
CPL
268
CAP Partners LLC
Tennessee
$589K -$34.8K -1,272 -5%
GRP
269
Global Retirement Partners
California
$587K -$20.2K -736 -3%
SIM
270
Synergy Investment Management
Florida
$550K +$575K +21,004 New
WCFA
271
Walkner Condon Financial Advisors
Wisconsin
$542K -$472K -17,241 -45%
HWP
272
Hibernia Wealth Partners
Louisiana
$541K -$593K -21,657 -51%
RFS
273
Richardson Financial Services
Massachusetts
$536K -$443K -16,184 -44%
PWAC
274
Private Wealth Advisors (California)
California
$532K +$557K +20,322 New
CSP
275
Cary Street Partners
Virginia
$529K +$553K +20,180 New