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
ED
201
Exane Derivatives
France
$156K
William Blair & Company
202
William Blair & Company
Illinois
$153K
PCA
203
Providence Capital Advisors
North Carolina
$153K +$153K +5,000 New
BAM
204
Belpointe Asset Management
Nevada
$151K +$26K +849 +21%
FWM
205
Focused Wealth Management
New York
$145K -$1.81K -59 -1%
TPCW
206
TD Private Client Wealth
New York
$139K +$2.02K +66 +1%
DWP
207
Destiny Wealth Partners
Florida
$104K -$2.02M -65,963 -95%
WAS
208
Winch Advisory Services
Wisconsin
$103K +$16.9K +551 +20%
EW
209
Evoke Wealth
California
$95K +$95.6K +3,117 New
CAAS
210
Capital Asset Advisory Services
Michigan
$92K
LAS
211
Lloyd Advisory Services
Georgia
$71K +$11.9K +388 +20%
CFA
212
Carroll Financial Associates
North Carolina
$60K
CFD
213
Creative Financial Designs
Indiana
$56K +$9.56K +312 +20%
S
214
SignatureFD
Georgia
$52K
CWM
215
Cranbrook Wealth Management
Michigan
$43K
HWMA
216
Heritage Wealth Management (Arizona)
Arizona
$33K -$674 -22 -2%
TCWM
217
Total Clarity Wealth Management
Illinois
$31K +$30.7K +1,000 New
AF
218
Allworth Financial
California
$26K +$6.9K +225 +36%
JCM
219
Jacobi Capital Management
Pennsylvania
$24K +$23.7K +773 New
IRC
220
Investors Research Corp
Georgia
$23K -$9.38K -306 -29%
IWA
221
IBEX Wealth Advisors
New Jersey
$19K +$18.7K +610 New
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$17K -$177K -5,787 -91%
RG
223
Retirement Group
California
$15K
Fidelity Investments
224
Fidelity Investments
Massachusetts
$15K +$1.63K +53 +12%
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$12K