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
SWP
301
Stratos Wealth Partners
Ohio
$464K -$4.57M -175,401 -91%
DC
302
Davenport & Co
Virginia
$460K +$131K +5,042 +40%
SHJ
303
Sharkey, Howes & Javer
Colorado
$451K -$514K -19,722 -53%
MFS
304
Mattson Financial Services
Michigan
$447K +$25.7K +987 +6%
PC
305
PCB Capital
New Jersey
$437K +$121K +4,650 +39%
SS
306
SBI Securities
Japan
$424K -$13.8K -530 -3%
OWCM
307
One Wealth Capital Management
Arizona
$420K +$212K +8,140 +103%
CCG
308
Cypress Capital Group
Florida
$403K
APFP
309
Action Point Financial Planning
Michigan
$396K +$394K +15,100 New
FLA
310
Financial Life Advisors
Texas
$387K +$384K +14,736 New
LS
311
LCW Services
Virginia
$377K -$281K -10,788 -43%
OWA
312
Outlook Wealth Advisors
Texas
$364K +$101K +3,889 +39%
PRAG
313
Portfolio Resources Advisor Group
Florida
$363K +$50.2K +1,926 +16%
AL
314
ARWA LLC
Texas
$360K +$366K +14,054 New
BWP
315
Balboa Wealth Partners
Arizona
$360K +$65.4K +2,508 +22%
GRP
316
Global Retirement Partners
California
$359K +$357K +13,705 New
SGCM
317
Sanchez Gaunt Capital Management
Nevada
$358K +$18.8K +722 +6%
TC
318
Trilogy Capital
California
$357K +$49.5K +1,900 +16%
VA
319
VestGen Advisors
Illinois
$351K +$8.19K +314 +2%
RW
320
REDW Wealth
New Mexico
$347K -$36.2K -1,387 -9%
BWAM
321
Boyd Watterson Asset Management
Ohio
$345K +$185K +7,103 +117%
BW
322
Balance Wealth
Ohio
$339K -$45.5K -1,746 -12%
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
$337K +$335K +12,832 New
VBFP
324
Valtinson Bruner Financial Planning
Minnesota
$330K +$20.8K +798 +7%
Lido Advisors
325
Lido Advisors
California
$330K -$97.2K -3,727 -23%