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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
$752M +$99.9M +3,091,190 +15%
Financial Engines Advisors
2
Financial Engines Advisors
California
$437M +$38.3M +1,184,810 +10%
State Street
3
State Street
Massachusetts
$255M +$26.2M +810,637 +11%
Ameriprise
4
Ameriprise
Minnesota
$180M -$8.97M -277,585 -5%
UBS Group
5
UBS Group
Switzerland
$114M +$7.66M +237,071 +7%
SGAM
6
Stephens Group Asset Management
Arkansas
$83.5M +$25.9M +800,571 +45%
LPL Financial
7
LPL Financial
California
$71.5M +$8.3M +256,771 +13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$57.1M +$206K +6,376 +0.4%
MC
9
McMorgan & Co
California
$52.2M +$52.1M +1,612,330 New
CI
10
CX Institutional
Indiana
$45.7M +$1.88M +58,070 +4%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$38.6M +$37.7M +1,167,248 +4,589%
5L
12
55I LLC
Massachusetts
$37.7M +$6.86M +212,172 +22%
JP Morgan Chase
13
JP Morgan Chase
New York
$33.1M
MNG
14
Manning & Napier Group
New York
$30.4M
WS
15
Wela Strategies
Georgia
$22.3M -$579K -17,931 -3%
Bank of America
16
Bank of America
North Carolina
$18.7M -$3.72M -115,179 -17%
OBWP
17
O'Brien Wealth Partners
Massachusetts
$15.7M +$4.37M +135,221 +39%
PAS
18
Park Avenue Securities
New York
$14.3M +$674K +20,867 +5%
SFM
19
Signet Financial Management
New Jersey
$12.9M +$393K +12,162 +3%
HGWM
20
Horst & Graben Wealth Management
Oregon
$12.4M -$144K -4,442 -1%
SRSA
21
S.R. Schill & Associates
Washington
$12.2M +$158K +4,875 +1%
MIAN
22
Mariner Independent Advisor Network
Kansas
$11.8M +$2.51M +77,664 +27%
GI
23
Gradient Investments
Minnesota
$11.3M -$161K -4,989 -1%
CWM
24
Comprehensive Wealth Management
Washington
$10.7M +$10.7M +329,574 New
Morgan Stanley
25
Morgan Stanley
New York
$10.3M +$249K +7,707 +2%