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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$226M +$110M +3,550,967 +95%
SGAM
2
Stephens Group Asset Management
Arkansas
$50.2M +$11.5M +370,879 +30%
BlackRock
3
BlackRock
New York
$43.5M +$23.7M +762,061 +118%
JP Morgan Chase
4
JP Morgan Chase
New York
$34M +$5.82M +187,017 +21%
SI
5
Stephens Inc
Arkansas
$29.6M -$4.17M -134,200 -12%
MNG
6
Manning & Napier Group
New York
$24.4M
Bank of America
7
Bank of America
North Carolina
$18.7M +$630K +20,250 +3%
WS
8
Wela Strategies
Georgia
$18.7M +$242K +7,795 +1%
Stifel Financial
9
Stifel Financial
Missouri
$17.9M +$16.7M +536,210 +1,295%
GI
10
Gradient Investments
Minnesota
$17.2M +$12M +386,476 +227%
UBS Group
11
UBS Group
Switzerland
$14.3M +$744K +23,904 +5%
Ameriprise
12
Ameriprise
Minnesota
$14.3M -$11M -352,371 -43%
WCWM
13
Willow Creek Wealth Management
California
$13.3M +$587K +18,878 +5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$12.6M +$1.13M +36,183 +10%
Financial Engines Advisors
15
Financial Engines Advisors
California
$12.1M +$11.6M +373,262 +2,224%
SRSA
16
S.R. Schill & Associates
Washington
$11.6M -$2.32M -74,467 -17%
State Street
17
State Street
Massachusetts
$9.83M +$3.4M +109,295 +52%
Wells Fargo
18
Wells Fargo
California
$8.82M +$2M +64,362 +29%
LPT
19
Legacy Private Trust
Wisconsin
$8.55M -$301K -9,684 -3%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$8.23M +$8.28M +266,046 New
FEG
21
Financial Enhancement Group
Indiana
$7.93M -$17.4M -558,316 -69%
I
22
IberiaBank
Louisiana
$6.95M -$92.9K -2,987 -1%
LPL Financial
23
LPL Financial
California
$6.21M +$319K +10,265 +5%
GRP
24
Global Retirement Partners
California
$5.82M +$5.85M +187,994 +125,329%
SFM
25
Signet Financial Management
New Jersey
$5.79M +$163K +5,249 +3%