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State Street SPDR Portfolio Long Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.15B +$85.5M +3,037,837 +7%
Fisher Asset Management
2
Fisher Asset Management
Washington
$929M +$39.1M +1,388,676 +4%
Financial Engines Advisors
3
Financial Engines Advisors
California
$881M +$72.4M +2,574,090 +8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$630M -$6.27M -222,925 -0.9%
Bank of America
5
Bank of America
North Carolina
$308M +$276M +9,792,154 +491%
NSLI
6
Nan Shan Life Insurance
Taiwan
$287M
LPL Financial
7
LPL Financial
California
$220M -$12.9M -458,312 -5%
MERSOM
8
Municipal Employees' Retirement System of Michigan
Michigan
$180M +$192M +6,825,839 +11,907%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$154M +$44M +1,562,298 +36%
Morgan Stanley
10
Morgan Stanley
New York
$145M -$62.4M -2,217,387 -29%
Goldman Sachs
11
Goldman Sachs
New York
$112M +$121M +4,300,000 New
SF
12
Synovus Financial
Georgia
$81.7M -$2.77M -98,594 -3%
JP Morgan Chase
13
JP Morgan Chase
New York
$77.2M +$81.7M +2,904,459 +6,139%
UBS Group
14
UBS Group
Switzerland
$68M +$18.5M +658,583 +34%
Osaic Holdings
15
Osaic Holdings
Arizona
$65.4M +$30.8M +1,094,438 +78%
Stifel Financial
16
Stifel Financial
Missouri
$55.4M +$10.3M +367,028 +21%
TC
17
TownSquare Capital
Utah
$54M +$3.08M +109,282 +6%
Truist Financial
18
Truist Financial
North Carolina
$49M +$35.7M +1,270,166 +211%
GI
19
Gradient Investments
Minnesota
$36.4M +$875K +31,092 +2%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$35.8M +$17.1M +608,990 +80%
AWM
21
AE Wealth Management
Kansas
$34.5M +$4.61M +163,778 +14%
AssetMark Inc
22
AssetMark Inc
California
$34M -$1.32M -46,793 -3%
OIA
23
OneDigital Investment Advisors
Kansas
$32.8M +$14.7M +522,707 +72%
RA
24
RFG Advisory
Alabama
$32.6M +$5.05M +179,448 +17%
PAG
25
Private Advisor Group
New Jersey
$31M +$5.95M +211,422 +22%