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
MWM
76
Meridian Wealth Management
Kentucky
$346K -$38.4K -1,304 -10%
MA
77
Mutual Advisors
Nebraska
$333K +$331K +11,262 New
CW
78
CreativeOne Wealth
Kansas
$309K +$307K +10,440 New
LTFS
79
Ladenburg Thalmann Financial Services
Florida
$306K +$75.3K +2,558 +33%
BC
80
Brio Consultants
California
$302K +$301K +10,226 New
TC
81
TownSquare Capital
Utah
$296K +$295K +10,020 New
CI
82
CX Institutional
Indiana
$276K +$275K +9,337 New
1832 Asset Management
83
1832 Asset Management
Ontario, Canada
$268K +$28.9K +983 +12%
TAIM
84
TD Ameritrade Investment Management
Nebraska
$268K +$239K +8,120 +869%
PA
85
Probity Advisors
Texas
$262K +$59 +2 +0%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$235K +$234K +7,937 New
BA
87
BKS Advisors
Michigan
$232K +$8.48K +288 +4%
JWA
88
JFS Wealth Advisors
Pennsylvania
$229K +$212K +7,218 +1,375%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$225K +$224K +7,614 New
VIM
90
Vista Investment Management
Pennsylvania
$210K +$5.8K +197 +3%
AFP
91
Ausdal Financial Partners
Iowa
$208K +$1.32K +45 +0.6%
NEIRG
92
New England Investment & Retirement Group
Massachusetts
$207K +$206K +6,983 New
NFG
93
Next Financial Group
Texas
$207K +$206K +7,009 New
WCM
94
Wisconsin Capital Management
Wisconsin
$201K +$200K +6,800 New
BAM
95
Belpointe Asset Management
Nevada
$131K -$10.3K -351 -7%
ADL
96
Asset Dedication LLC
California
$125K +$112K +3,808 +856%
RFM
97
Royal Fund Management
Florida
$114K +$113K +3,856 New
AWM
98
Avior Wealth Management
Nebraska
$94K +$23.2K +789 +33%
Wells Fargo
99
Wells Fargo
California
$90K +$89.7K +3,048 New
William Blair & Company
100
William Blair & Company
Illinois
$89K