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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
$759M +$91.2M +3,264,471 +13%
LPL Financial
2
LPL Financial
California
$729M +$37.8M +1,350,991 +5%
Ameriprise
3
Ameriprise
Minnesota
$169M -$65.1M -2,331,074 -28%
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$165M +$167M +5,977,460 +3,579,317%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$113M -$14M -500,819 -11%
AssetMark Inc
6
AssetMark Inc
California
$113M -$3.01M -107,599 -3%
CWM
7
Congress Wealth Management
Massachusetts
$105M -$3.78M -135,399 -3%
UBS Group
8
UBS Group
Switzerland
$99.5M -$759K -27,150 -0.7%
State Street
9
State Street
Massachusetts
$75.1M +$19.2M +687,423 +34%
Morgan Stanley
10
Morgan Stanley
New York
$72.4M -$164M -5,878,766 -69%
SF
11
Synovus Financial
Georgia
$59.2M -$1.12M -40,245 -2%
PAG
12
Private Advisor Group
New Jersey
$49.9M +$11.9M +426,087 +31%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$45.2M +$3.71M +132,770 +9%
MNG
14
Manning & Napier Group
New York
$44.2M
Osaic Holdings
15
Osaic Holdings
Arizona
$43M +$4.71M +168,397 +12%
JP Morgan Chase
16
JP Morgan Chase
New York
$39.9M +$11.9M +425,872 +42%
FTUS
17
Flow Traders U.S.
New York
$39.1M -$42.2M -1,510,155 -52%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$38.7M +$9.55M +341,569 +33%
CI
19
CX Institutional
Indiana
$38.6M -$7.44M -266,203 -16%
SGAM
20
Stephens Group Asset Management
Arkansas
$37.3M +$3.87M +138,548 +11%
OBWP
21
O'Brien Wealth Partners
Massachusetts
$31.6M +$9.57M +342,596 +43%
SPA
22
Sentinel Pension Advisors
Massachusetts
$31.4M +$4.29M +153,612 +16%
NA
23
NewEdge Advisors
Louisiana
$29.8M -$717K -25,652 -2%
AWM
24
AE Wealth Management
Kansas
$28.7M +$1.97M +70,449 +7%
HighTower Advisors
25
HighTower Advisors
Illinois
$23.5M +$1.51M +54,095 +7%