We are live on ! Find out more
SPTI icon

State Street SPDR Portfolio Intermediate Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$907M +$118M +4,164,467 +15%
Financial Engines Advisors
2
Financial Engines Advisors
California
$824M +$35.5M +1,256,337 +4%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$745M +$577M +20,446,705 +342%
Ameriprise
4
Ameriprise
Minnesota
$185M +$12.1M +428,595 +7%
MFG
5
Merit Financial Group
Georgia
$142M +$26.7M +944,864 +23%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$129M +$8.3M +293,800 +7%
UBS Group
7
UBS Group
Switzerland
$115M +$15.5M +548,440 +15%
CWM
8
Congress Wealth Management
Massachusetts
$99M +$3.96M +140,327 +4%
GI
9
GLOBALT Investments
Georgia
$97.8M +$42.3M +1,498,163 +76%
State Street
10
State Street
Massachusetts
$76.7M -$9.75M -345,203 -11%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$61.5M +$7.22M +255,706 +13%
SGAM
12
Stephens Group Asset Management
Arkansas
$58.3M +$796K +28,174 +1%
AssetMark Inc
13
AssetMark Inc
California
$55.1M +$35.3M +1,248,995 +177%
PAG
14
Private Advisor Group
New Jersey
$53.3M +$2.2M +77,985 +4%
JP Morgan Chase
15
JP Morgan Chase
New York
$48.1M +$1.39M +49,105 +3%
MNG
16
Manning & Napier Group
New York
$46M
CI
17
CX Institutional
Indiana
$43M +$5.29M +187,230 +14%
Wells Fargo
18
Wells Fargo
California
$43M +$20.7M +731,700 +92%
CWM
19
Comprehensive Wealth Management
Washington
$40M +$30M +1,062,440 +297%
SPA
20
Sentinel Pension Advisors
Massachusetts
$36.3M +$2.42M +85,827 +7%
OBWP
21
O'Brien Wealth Partners
Massachusetts
$33.2M +$1.11M +39,385 +3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$29.4M +$16.5M +585,250 +128%
NA
23
NewEdge Advisors
Louisiana
$28.7M -$4.81M -170,418 -14%
HighTower Advisors
24
HighTower Advisors
Illinois
$28.1M +$2.02M +71,658 +8%
ODIJL
25
One Day In July LLC
Vermont
$27.5M +$19.7M +696,788 +249%