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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
$484M +$45.1M +1,355,830 +10%
Ameriprise
2
Ameriprise
Minnesota
$359M +$20.8M +625,422 +6%
Financial Engines Advisors
3
Financial Engines Advisors
California
$204M +$66.5M +1,999,297 +48%
UBS Group
4
UBS Group
Switzerland
$155M +$8.05M +242,269 +5%
LPL Financial
5
LPL Financial
California
$76M +$30.3M +911,141 +66%
SGAM
6
Stephens Group Asset Management
Arkansas
$48.8M +$1.33M +40,105 +3%
Bank of America
7
Bank of America
North Carolina
$40.8M -$18.4M -554,239 -31%
CI
8
CX Institutional
Indiana
$36.5M +$36.4M +1,095,884 +31,774%
JP Morgan Chase
9
JP Morgan Chase
New York
$34M
MAFM
10
Mid Atlantic Financial Management
Pennsylvania
$27.7M +$24M +720,760 +595%
Morgan Stanley
11
Morgan Stanley
New York
$24M -$195K -5,862 -0.8%
MNG
12
Manning & Napier Group
New York
$23.8M
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$23.2M -$280M -8,414,281 -92%
GI
14
Gradient Investments
Minnesota
$22.6M -$3.59M -108,097 -14%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$22.6M
FI
16
FormulaFolio Investments
Michigan
$22.1M -$118M -3,553,887 -84%
BlackRock
17
BlackRock
New York
$21.4M -$366 -11 -0%
WS
18
Wela Strategies
Georgia
$20.1M -$1.17M -35,167 -5%
HGWM
19
Horst & Graben Wealth Management
Oregon
$15M +$192K +5,778 +1%
William Blair & Company
20
William Blair & Company
Illinois
$14.7M +$563K +16,935 +4%
State Street
21
State Street
Massachusetts
$14.1M +$459K +13,805 +3%
WCWM
22
Willow Creek Wealth Management
California
$13.3M +$583K +17,544 +5%
SFP
23
Strategic Financial Partners
Oregon
$12.5M +$2.06M +61,888 +20%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$12.5M +$1.32M +39,724 +12%
GRP
25
Global Retirement Partners
California
$12.1M +$5.25M +157,850 +77%