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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Charles Schwab Investment Advisory
1
Charles Schwab Investment Advisory
California
USD 218 M +USD 41.3 M +1,205,131 +23%
UBS Group
2
UBS Group
Switzerland
USD 203 M +USD 4.69 M +136,964 +2%
State Street
3
State Street
Massachusetts
USD 180 M +USD 29.3 M +854,465 +19%
Wells Fargo
4
Wells Fargo
California
USD 86.7 M +USD 20.8 M +607,348 +31%
Morningstar Investment Services
5
Morningstar Investment Services
Illinois
USD 44.8 M +USD 2.87 M +83,721 +7%
Mission Wealth Management
6
Mission Wealth Management
California
USD 34.2 M +USD 2.52 M +73,459 +8%
Morgan Stanley
7
Morgan Stanley
New York
USD 34 M +USD 6.52 M +190,299 +23%
Sentinel Asset Management
8
Sentinel Asset Management
Vermont
USD 31.7 M – – –
AssetMark Inc
9
AssetMark Inc
California
USD 29.1 M +USD 200 k +5,831 +0.7%
ALPS Advisors
10
ALPS Advisors
Colorado
USD 28.5 M +USD 14.5 M +422,494 +101%
Advocacy Wealth Management Services
11
Advocacy Wealth Management Services
Georgia
USD 16.2 M +USD 2 M +58,231 +14%
Parametric Portfolio Associates
12
Parametric Portfolio Associates
Washington
USD 14.1 M +USD 49.4 k +1,442 +0.3%
LPL Financial
13
LPL Financial
California
USD 13.8 M +USD 719 k +20,975 +5%
Eagle Ridge Investment Management
14
Eagle Ridge Investment Management
Connecticut
USD 13.5 M +USD 12.5 M +366,034 +1,136%
Confluence Investment Management
15
Confluence Investment Management
Missouri
USD 12.8 M +USD 1.76 M +51,501 +16%
Bank of America
16
Bank of America
North Carolina
USD 12.4 M +USD 2.02 M +58,931 +19%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
USD 11 M +USD 1.74 M +50,748 +19%
Bank of New York Mellon
18
Bank of New York Mellon
New York
USD 10.2 M +USD 9.9 M +288,023 +2,271%
Duff & Phelps Investment Management
19
Duff & Phelps Investment Management
Illinois
USD 10 M +USD 10.1 M +294,500 Nuevas
NewSquare Capital
20
NewSquare Capital
Pennsylvania
USD 8.9 M +USD 8.98 M +262,109 +81,909%
Probity Advisors
21
Probity Advisors
Texas
USD 7.7 M +USD 5.3 M +154,632 +214%
Betterment LLC
22
Betterment LLC
New York
USD 6.59 M +USD 5.77 M +168,311 +647%
Migdal Insurance & Financial Holdings
23
Migdal Insurance & Financial Holdings
Israel
USD 6.16 M +USD 4.82 M +140,760 +345%
Prospera Financial Services
24
Prospera Financial Services
Texas
USD 5.91 M +USD 5.95 M +173,575 Nuevas
Invesco
25
Invesco
Georgia
USD 5.75 M -USD 2.11 M -61,500 -27%