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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
1
First Heartland Consultants
Missouri
$1.87B +$1.87M +58,297 New
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$671M
Financial Engines Advisors
3
Financial Engines Advisors
California
$515M +$49.4M +1,538,125 +11%
Ameriprise
4
Ameriprise
Minnesota
$333M +$158M +4,927,427 +90%
State Street
5
State Street
Massachusetts
$288M +$27.6M +859,098 +11%
Jane Street
6
Jane Street
New York
$135M +$136M +4,225,419 New
UBS Group
7
UBS Group
Switzerland
$122M +$2.93M +91,279 +2%
LPL Financial
8
LPL Financial
California
$101M +$15.9M +495,965 +19%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$64.1M +$4.35M +135,579 +7%
SGAM
10
Stephens Group Asset Management
Arkansas
$57.6M -$26.7M -831,913 -32%
Bank of America
11
Bank of America
North Carolina
$57.5M +$43.8M +1,364,784 +318%
Goldman Sachs
12
Goldman Sachs
New York
$57.1M +$57.2M +1,782,566 New
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$38.5M -$1.46M -45,454 -4%
GI
14
Gradient Investments
Minnesota
$35.5M +$21.4M +667,264 +152%
CI
15
CX Institutional
Indiana
$34M -$12.8M -398,888 -27%
JP Morgan Chase
16
JP Morgan Chase
New York
$32.8M -$8.7K -271 -0%
MNG
17
Manning & Napier Group
New York
$30.5M
MC
18
McMorgan & Co
California
$24.2M +$714K +22,226 +3%
WS
19
Wela Strategies
Georgia
$24.1M +$207K +6,441 +0.9%
SWP
20
Stratos Wealth Partners
Ohio
$23.9M +$15.9M +493,807 +197%
5L
21
55I LLC
Massachusetts
$21.9M +$654K +20,366 +3%
BCM
22
Brookstone Capital Management
Illinois
$20.2M +$11.8M +368,537 +137%
OBWP
23
O'Brien Wealth Partners
Massachusetts
$15.8M +$59.8K +1,863 +0.4%
OBWG
24
Onyx Bridge Wealth Group
New York
$14.7M +$14.2M +441,583 +2,215%
CWM
25
Comprehensive Wealth Management
Washington
$14.1M +$2.66M +82,809 +23%