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State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$571M +$68.7M +2,325,486 +14%
Ameriprise
2
Ameriprise
Minnesota
$464M -$77.2M -2,614,455 -14%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$402M -$215M -7,281,884 -35%
State Street
4
State Street
Massachusetts
$310M +$19.3M +652,947 +7%
LPL Financial
5
LPL Financial
California
$144M -$4.71M -159,483 -3%
Bank of America
6
Bank of America
North Carolina
$116M -$13M -440,704 -10%
UBS Group
7
UBS Group
Switzerland
$111M -$7.01M -237,540 -6%
CWM
8
Congress Wealth Management
Massachusetts
$81.1M +$81.3M +2,751,671 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$76.1M +$12.3M +417,554 +19%
SF
10
Synovus Financial
Georgia
$63.6M +$63.7M +2,157,216 New
SGAM
11
Stephens Group Asset Management
Arkansas
$52.4M -$1.87M -63,184 -3%
Morgan Stanley
12
Morgan Stanley
New York
$52.1M +$33.2M +1,123,813 +175%
GI
13
Gradient Investments
Minnesota
$50.3M +$19.8M +670,447 +65%
Jane Street
14
Jane Street
New York
$42.4M -$280M -9,468,675 -87%
NA
15
NewEdge Advisors
Louisiana
$40.7M -$1.24M -42,091 -3%
Citadel Advisors
16
Citadel Advisors
Florida
$35.6M +$35.7M +1,207,918 New
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$33.6M -$613K -20,774 -2%
IA
18
IFG Advisory
Georgia
$32.5M +$31.5M +1,068,444 +3,005%
JP Morgan Chase
19
JP Morgan Chase
New York
$30.2M +$57.2K +1,938 +0.2%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$30M -$13.1M -443,316 -30%
MNG
21
Manning & Napier Group
New York
$27.1M
OBWG
22
Onyx Bridge Wealth Group
New York
$23.6M +$1.99M +67,348 +9%
MC
23
McMorgan & Co
California
$23.3M -$139K -4,708 -0.6%
Osaic Holdings
24
Osaic Holdings
Arizona
$22.6M +$11.5M +388,954 +103%
WS
25
Wela Strategies
Georgia
$20.9M -$384K -12,991 -2%