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State Street My2028 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$555M +$249M +10,010,104 +81%
HWA
2
Heartwood Wealth Advisors
Virginia
$9.94M +$165K +6,623 +2%
Citadel Advisors
3
Citadel Advisors
Florida
$8.11M +$6.95M +279,039 +598%
LPL Financial
4
LPL Financial
California
$2.19M +$86.4K +3,471 +4%
GFP
5
Gryphon Financial Partners
Ohio
$1.9M – – –
LAM
6
L2 Asset Management
Massachusetts
$1.73M +$50.5K +2,026 +3%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.24M +$1.14M +45,615 +1,060%
PCP
8
Proficio Capital Partners
Massachusetts
$749K +$7.59K +305 +1%
Gradient Investments
9
Gradient Investments
Minnesota
$719K +$23.5K +944 +3%
Private Advisor Group
10
Private Advisor Group
New Jersey
$682K +$86.7K +3,480 +15%
Sanctuary Advisors
11
Sanctuary Advisors
Indiana
$681K +$1.34K +54 +0.2%
WIC
12
Woodmont Investment Counsel
Tennessee
$603K – – –
HRT Financial
13
HRT Financial
New York
$575K +$575K +23,088 New
GFPC
14
Global Financial Private Client
Florida
$398K -$5.13K -206 -1%
Farther Finance Advisors
15
Farther Finance Advisors
California
$357K -$162K -6,508 -31%
Belpointe Asset Management
16
Belpointe Asset Management
Nevada
$351K -$94K -3,773 -21%
FDW
17
Fourth Dimension Wealth
Ohio
$323K +$21K +843 +7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$234K +$234K +9,389 New
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$996 +$996 +40 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
– -$2.16M -86,662 Closed
Goldman Sachs
21
Goldman Sachs
New York
– -$1.92M -77,004 Closed
Jane Street
22
Jane Street
New York
– -$958K -38,374 Closed
Flow Traders U.S.
23
Flow Traders U.S.
New York
– -$271K -10,858 Closed
MA
24
MONECO Advisors
Connecticut
– -$250K -10,006 Closed
Equitable Holdings
25
Equitable Holdings
New York
– -$228K -9,085 Closed