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
CFG
276
Carr Financial Group
Massachusetts
$207K
LS
277
Leelyn Smith
Illinois
$206K -$317K -10,942 -61%
IA
278
IFG Advisory
Georgia
$205K +$203K +7,004 New
BC
279
Burney Company
Virginia
$202K
VWM
280
Venturi Wealth Management
Texas
$196K +$194K +6,694 New
CWP
281
Concord Wealth Partners
Virginia
$172K -$2.54M -87,722 -94%
PP
282
PrairieView Partners
Minnesota
$131K -$87.5K -3,016 -40%
BAM
283
Belpointe Asset Management
Nevada
$119K +$13.2K +456 +13%
NFSG
284
Newbridge Financial Services Group
Florida
$111K
PC
285
Pecaut & Co
Iowa
$87.3K -$109K -3,768 -56%
AF
286
Advisornet Financial
Minnesota
$84.2K +$83.5K +2,880 New
SCA
287
Stonebridge Capital Advisors
Minnesota
$84.2K +$83.5K +2,880 New
HT
288
Headlands Technologies
Illinois
$79.2K +$78.6K +2,711 New
VWM
289
Valley Wealth Managers
New Jersey
$69.9K -$122K -4,200 -64%
FWM
290
Focused Wealth Management
New York
$60.1K -$16.2K -558 -21%
CSWM
291
Cassady Schiller Wealth Management
Ohio
$54K
PMFA
292
Plante Moran Financial Advisors
Michigan
$53.6K +$53.2K +1,833 New
TPCW
293
TD Private Client Wealth
New York
$52.1K +$11.3K +390 +28%
CFB
294
Cullen/Frost Bankers
Texas
$47.5K +$47.2K +1,626 New
WTC
295
WhitTier Trust Company
Nevada
$46K
CIA
296
Cape Investment Advisory
Georgia
$41.9K +$41.6K +1,435 New
PNC Financial Services Group
297
PNC Financial Services Group
Pennsylvania
$38.6K
HI
298
Harbour Investments
Wisconsin
$38.3K -$8.59K -296 -18%
CWM
299
Cranbrook Wealth Management
Michigan
$34.2K
GI
300
Gradient Investments
Minnesota
$31.6K -$4.32K -149 -12%