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
AWM
126
Avior Wealth Management
Nebraska
$760K +$244 +8 +0%
VIM
127
Vista Investment Management
Pennsylvania
$705K +$47K +1,541 +7%
CWM
128
Collaborative Wealth Management
Florida
$700K +$702K +22,993 New
TA
129
TrueWealth Advisors
Alabama
$697K +$699K +22,907 New
AIA
130
Acute Investment Advisory
Arizona
$677K +$679K +22,250 New
GKWIM
131
Gerber Kawasaki Wealth & Investment Management
California
$652K -$56.9K -1,864 -8%
LFAS
132
Level Four Advisory Services
Texas
$639K +$25.8K +845 +4%
TWP
133
Tower Wealth Partners
Pennsylvania
$637K +$122 +4 +0%
GPWA
134
Great Point Wealth Advisors
Massachusetts
$633K
WSTAM
135
Wilbanks Smith & Thomas Asset Management
Virginia
$623K
FRA
136
Front Row Advisors
California
$622K -$15.3K -500 -2%
BJL
137
Brighton Jones LLC
Washington
$607K -$30.1K -987 -5%
MML Investors Services
138
MML Investors Services
Massachusetts
$607K -$20.5K -673 -3%
BWA
139
Blodgett Wealth Advisors
California
$600K +$602K +19,721 New
AFWM
140
AMJ Financial Wealth Management
Virginia
$597K +$243K +7,978 +69%
RWP
141
Ridgecrest Wealth Partners
California
$593K
Millennium Management
142
Millennium Management
New York
$588K +$589K +19,318 New
IWM
143
IHT Wealth Management
Illinois
$581K -$733K -24,022 -56%
TSA
144
Tri-Star Advisors
Texas
$544K
GM
145
GeoWealth Management
Illinois
$513K +$142K +4,642 +38%
FT
146
Fiduciary Trust
Massachusetts
$497K -$20K -655 -4%
SFS
147
Sowell Financial Services
Arkansas
$497K +$6.87K +225 +1%
JP Morgan Chase
148
JP Morgan Chase
New York
$488K +$485K +15,901 +11,277%
CMBA
149
C.M. Bidwell & Associates
Hawaii
$467K +$18.7K +613 +4%
MSFS
150
Main Street Financial Solutions
Pennsylvania
$459K -$36.6K -1,200 -7%