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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
$1.72B +$151M +5,737,583 +10%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.54B +$84.8M +3,231,049 +6%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.32B +$42.3M +1,610,357 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$543M +$51M +1,942,501 +11%
MERSOM
5
Municipal Employees' Retirement System of Michigan
Michigan
$336M -$59.1M -2,251,407 -15%
NSLI
6
Nan Shan Life Insurance
Taiwan
$291M
Bank of America
7
Bank of America
North Carolina
$253M -$34.2M -1,303,902 -12%
LPL Financial
8
LPL Financial
California
$249M -$33.7M -1,285,431 -12%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$234M -$207M -7,898,946 -47%
MG
10
Mather Group
Illinois
$189M +$8.16M +311,058 +5%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$179M +$11.4M +435,453 +7%
JP Morgan Chase
12
JP Morgan Chase
New York
$162M +$26.6M +1,012,948 +20%
GI
13
GLOBALT Investments
Georgia
$140M -$3.97M -151,211 -3%
AssetMark Inc
14
AssetMark Inc
California
$127M +$11.8M +449,599 +10%
Goldman Sachs
15
Goldman Sachs
New York
$110M -$96.1M -3,661,295 -47%
AAS
16
Avantax Advisory Services
Texas
$109M +$2.68M +102,011 +3%
MSA
17
Mason Street Advisors
Wisconsin
$103M +$4.77M +181,800 +5%
APP
18
Avantax Planning Partners
Iowa
$102M +$3.17M +120,795 +3%
AWMS
19
Advocacy Wealth Management Services
Georgia
$96.9M +$23.6M +900,067 +33%
Stifel Financial
20
Stifel Financial
Missouri
$94.8M +$1.81M +69,075 +2%
ODIJL
21
One Day In July LLC
Vermont
$70M +$10.3M +391,237 +17%
CWM
22
Congress Wealth Management
Massachusetts
$66.8M +$1.17M +44,621 +2%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$65.3M -$231K -8,817 -0.4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$64.3M -$5.78M -220,125 -8%
Morgan Stanley
25
Morgan Stanley
New York
$61.8M -$11.4M -436,225 -16%