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State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Name Holding Trade Value Shares
Change 		Change in
Stake
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$117M +$117M +3,744,894 New
SGAM
2
Stephens Group Asset Management
Arkansas
$39.1M -$586K -18,835 -1%
SI
3
Stephens Inc
Arkansas
$34.2M -$875K -28,111 -3%
JP Morgan Chase
4
JP Morgan Chase
New York
$28.5M +$951K +30,569 +3%
FEG
5
Financial Enhancement Group
Indiana
$25.5M +$2M +64,218 +9%
Ameriprise
6
Ameriprise
Minnesota
$25.4M +$7.36M +236,529 +41%
BlackRock
7
BlackRock
New York
$20.1M +$20M +643,470 +184,905%
WS
8
Wela Strategies
Georgia
$18.7M +$8.63M +277,375 +87%
Bank of America
9
Bank of America
North Carolina
$18.3M -$4.51M -144,979 -20%
Citadel Advisors
10
Citadel Advisors
Florida
$14.4M +$12.2M +390,521 +547%
SRSA
11
S.R. Schill & Associates
Washington
$14.1M +$635K +20,407 +5%
UBS Group
12
UBS Group
Switzerland
$13.7M -$1.3M -41,704 -9%
WCWM
13
Willow Creek Wealth Management
California
$12.8M +$1.28M +41,203 +11%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$11.6M -$157M -5,031,952 -93%
LPT
15
Legacy Private Trust
Wisconsin
$8.95M -$383K -12,313 -4%
I
16
IberiaBank
Louisiana
$7.12M -$313K -10,058 -4%
Wells Fargo
17
Wells Fargo
California
$6.9M -$2.04M -65,461 -23%
Jane Street
18
Jane Street
New York
$6.67M -$911K -29,269 -12%
State Street
19
State Street
Massachusetts
$6.52M +$1.74M +55,930 +37%
LPL Financial
20
LPL Financial
California
$5.96M +$5.05M +162,431 +577%
SFM
21
Signet Financial Management
New Jersey
$5.62M +$41.8K +1,343 +0.7%
GI
22
Gradient Investments
Minnesota
$5.31M +$665K +21,357 +14%
AWM
23
AE Wealth Management
Kansas
$4.75M -$366K -11,748 -7%
SS
24
Simplicity Solutions
Minnesota
$4.53M -$1.37M -44,152 -23%
LWS
25
Lucia Wealth Services
California
$3.97M +$45K +1,445 +1%
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