Stocks Most Commonly
Held By Funds

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
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Name Funds
holding 		Growth Growth % Return since
30 Sep ‘14
2001
35 0 0% 107%
2002
174 0 0% 82%
2003
5 0 0% 633%
SPLB icon
2004
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.11B
24 0 0% 15.3%
2005
34 0 0% 72.4%
2006
141 0 0% 1,138%
2007
86 0 0% 0.02%
2008
14 0 0% 146%
2009
21 0 0% 50.2%
2010
140 0 0% 4.89%
SCHA icon
2011
Schwab U.S Small- Cap ETF
SCHA
$20.5B
157 0 0% 136%
2012
15 0 0% 151%
2013
142 0 0% 77.3%
2014
47 0 0% 202%
2015
41 0 0% 76.3%
2016
1 0 0% –
2017
1 0 0% –
2018
13 0 0% 640%
2019
1 0 0% –
2020
25 0 0% 60.9%
2021
1 0 0% –
2022
1 0 0% –
2023
1 0 0% –
2024
9 0 0% 99.9%
2025
4 0 0% 62.7%
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