We are live on ! Find out more
SPTS icon

State Street SPDR Portfolio Short Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
226
Betterment LLC
New York
$705K +$194K +6,666 +38%
AF
227
Allworth Financial
California
$688K -$6.98K -240 -1%
SPIA
228
Steward Partners Investment Advisory
New York
$680K +$152K +5,232 +29%
SA
229
Sovran Advisors
California
$678K -$528K -18,160 -44%
CAM
230
Clark Asset Management
New Hampshire
$666K -$28.4K -977 -4%
Comerica Bank
231
Comerica Bank
Texas
$647K +$61.2K +2,104 +11%
AFP
232
Ausdal Financial Partners
Iowa
$634K -$36K -1,240 -5%
CWM
233
Collaborative Wealth Management
Florida
$628K -$74.1K -2,548 -11%
CL
234
Choreo LLC
Illinois
$617K -$33.9K -1,167 -5%
BFA
235
Brown Financial Advisors
Ohio
$609K +$606K +20,842 New
SWA
236
Sax Wealth Advisors
New Jersey
$609K +$606K +20,830 New
BCM
237
Brookstone Capital Management
Illinois
$584K -$216K -7,436 -27%
JWCA
238
J.W. Cole Advisors
Florida
$578K +$575K +19,782 New
SFS
239
Sowell Financial Services
Arkansas
$564K +$19.3K +665 +4%
HNB
240
Huntington National Bank
Ohio
$563K – – –
CCA
241
Clearwater Capital Advisors
Illinois
$560K +$48.4K +1,664 +10%
PWM
242
Perigon Wealth Management
California
$554K +$551K +18,959 New
FRA
243
Front Row Advisors
California
$545K – – –
FWP
244
Falcon Wealth Planning
California
$534K +$148K +5,095 +39%
WCM
245
WealthTrak Capital Management
Virginia
$533K -$218K -7,500 -29%
FPAS
246
Focus Partners Advisor Solutions
Missouri
$530K +$527K +18,132 New
MFA
247
Mayflower Financial Advisors
Massachusetts
$528K – – –
EK
248
Evensky & Katz
Florida
$510K -$6.02K -207 -1%
RCS
249
Retirement Capital Strategies
California
$504K – – –
MCC
250
Money Concepts Capital
Florida
$481K -$12K -414 -2%