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State Street Fixed Income Sector Rotation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$32.8M +$10.9M +405,938 +46%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.6M +$13M +483,071 +71%
APC
3
Aspire Private Capital
North Carolina
$19.1M +$1.24M +45,964 +7%
AWM
4
AE Wealth Management
Kansas
$6.18M +$1.22M +45,491 +23%
PAS
5
Park Avenue Securities
New York
$6M +$1.17M +43,627 +23%
RCM
6
Raleigh Capital Management
North Carolina
$4.63M -$229K -8,514 -4%
GM
7
GeoWealth Management
Illinois
$4.44M +$2M +74,448 +75%
SS
8
Simplicity Solutions
Minnesota
$3.66M -$9.35M -347,666 -71%
AWM
9
Axxcess Wealth Management
California
$3.44M +$305K +11,344 +9%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.75M +$659K +24,503 +29%
CW
11
CreativeOne Wealth
Kansas
$2.57M +$278K +10,331 +11%
KFS
12
Kelly Financial Services
Massachusetts
$2.56M +$261K +9,709 +11%
HighTower Advisors
13
HighTower Advisors
Illinois
$2.54M +$206K +7,652 +8%
T
14
TRUADVICE
Florida
$976K +$313K +11,633 +43%
GLA
15
Good Life Advisors
Pennsylvania
$954K -$59.2K -2,200 -6%
MPW
16
MGO Private Wealth
California
$938K +$988K +36,735 New
Jane Street
17
Jane Street
New York
$822K -$74K -2,750 -8%
CAAS
18
Capital Asset Advisory Services
Michigan
$766K -$257K -9,543 -24%
NA
19
NewEdge Advisors
Louisiana
$509K +$75.3K +2,799 +16%
BWP
20
Balboa Wealth Partners
Arizona
$497K +$523K +19,461 New
CP
21
Castleview Partners
Texas
$484K +$492K +18,300 +2,824%
EAM
22
Empirical Asset Management
Massachusetts
$375K +$1.77K +66 +0.5%
MWM
23
Maripau Wealth Management
Indiana
$318K +$31.5K +1,172 +10%
PAG
24
Private Advisor Group
New Jersey
$295K
AWS
25
Atria Wealth Solutions
New York
$253K +$17.7K +658 +7%