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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
$646M +$69.5M +2,132,196 +12%
Financial Engines Advisors
2
Financial Engines Advisors
California
$394M +$162M +4,969,510 +68%
State Street
3
State Street
Massachusetts
$227M +$220M +6,752,159 +2,071%
Ameriprise
4
Ameriprise
Minnesota
$190M -$18M -552,433 -9%
UBS Group
5
UBS Group
Switzerland
$105M +$11.9M +364,431 +12%
MCM
6
Model Capital Management
Massachusetts
$96.8M +$18.5M +567,995 +23%
LPL Financial
7
LPL Financial
California
$62.6M -$4.74M -145,404 -7%
AssetMark Inc
8
AssetMark Inc
California
$59.9M +$3.94M +120,969 +7%
SGAM
9
Stephens Group Asset Management
Arkansas
$57.1M +$6.62M +203,202 +13%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$56.4M +$24.3M +744,542 +74%
CI
11
CX Institutional
Indiana
$43.5M +$4.79M +146,946 +12%
JP Morgan Chase
12
JP Morgan Chase
New York
$32.8M
5L
13
55I LLC
Massachusetts
$30.5M +$31M +951,201 New
MNG
14
Manning & Napier Group
New York
$26.5M
WS
15
Wela Strategies
Georgia
$22.6M +$2.79M +85,646 +14%
Bank of America
16
Bank of America
North Carolina
$22.2M -$16.1M -494,258 -42%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$13.8M
PAS
18
Park Avenue Securities
New York
$13.5M +$13.7M +421,557 New
HGWM
19
Horst & Graben Wealth Management
Oregon
$12.4M -$1.44M -44,094 -10%
SFM
20
Signet Financial Management
New Jersey
$12.4M +$674K +20,670 +6%
SRSA
21
S.R. Schill & Associates
Washington
$11.9M +$436K +13,362 +4%
William Blair & Company
22
William Blair & Company
Illinois
$11.5M -$2.58M -79,192 -18%
GI
23
Gradient Investments
Minnesota
$11.4M -$10.5M -320,763 -48%
MAFM
24
Mid Atlantic Financial Management
Pennsylvania
$11.2M -$1.84M -56,533 -14%
OBWP
25
O'Brien Wealth Partners
Massachusetts
$11.2M +$11.3M +347,119 New