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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
$1.38B +$92.9M +3,329,992 +7%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.09B +$64.4M +2,309,373 +6%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.09B +$88.3M +3,166,057 +9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$670M +$95.8K +3,436 +0%
Bank of America
5
Bank of America
North Carolina
$449M +$94.2M +3,377,199 +27%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$345M +$199M +7,117,746 +136%
MERSOM
7
Municipal Employees' Retirement System of Michigan
Michigan
$325M +$126M +4,513,620 +63%
NSLI
8
Nan Shan Life Insurance
Taiwan
$306M
LPL Financial
9
LPL Financial
California
$274M +$7.11M +254,754 +3%
Goldman Sachs
10
Goldman Sachs
New York
$195M +$195M +6,982,911 New
JP Morgan Chase
11
JP Morgan Chase
New York
$111M +$9.93M +355,868 +10%
CWM
12
Congress Wealth Management
Massachusetts
$107M +$1.12M +39,985 +1%
SCM
13
SCS Capital Management
Massachusetts
$98.6M -$440K -15,760 -0.4%
UBS Group
14
UBS Group
Switzerland
$92.8M +$25M +897,399 +37%
Stifel Financial
15
Stifel Financial
Missouri
$91.6M +$24.8M +890,028 +37%
Morgan Stanley
16
Morgan Stanley
New York
$91.1M +$6.39M +229,052 +8%
AssetMark Inc
17
AssetMark Inc
California
$82.1M +$47.8M +1,712,637 +140%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$69.1M +$46.1M +1,653,505 +202%
TC
19
TownSquare Capital
Utah
$66.8M +$5.4M +193,609 +9%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$63.4M +$13.2M +473,030 +26%
VFA
21
Voya Financial Advisors
Connecticut
$51.2M -$35.4M -1,269,718 -41%
AWMS
22
Advocacy Wealth Management Services
Georgia
$49.6M +$11.1M +399,025 +29%
GVAG
23
Great Valley Advisor Group
Delaware
$46.3M +$11.4M +408,878 +33%
OIA
24
OneDigital Investment Advisors
Kansas
$44.8M -$4.01M -143,595 -8%
TCM
25
Tradewinds Capital Management
Washington
$44.3M +$44.2M +1,583,842 +119,445%