We are live on ! Find out more
SPAB icon

State Street SPDR Portfolio Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$386M +$86.2M +2,888,267 +29%
RIG
2
RiverFront Investment Group
Virginia
$339M +$114M +3,819,224 +51%
JP Morgan Chase
3
JP Morgan Chase
New York
$252M +$250M +8,383,811 +2,532,873%
GI
4
Gradient Investments
Minnesota
$204M +$9.78M +327,743 +5%
LPL Financial
5
LPL Financial
California
$196M -$14.4M -483,472 -7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$182M +$44.2M +1,481,304 +32%
CPO
7
Cerity Partners OCIO
New York
$176M +$12.7M +427,382 +8%
FWM
8
Frontier Wealth Management
Missouri
$97.1M +$15.5M +518,195 +19%
WCWM
9
Willow Creek Wealth Management
California
$87.9M +$5.62M +188,436 +7%
TC
10
Trilogy Capital
California
$87.4M +$2.36M +79,213 +3%
RA
11
RFG Advisory
Alabama
$76M +$15.5M +521,284 +26%
AA
12
Advisory Alpha
Michigan
$73.3M +$7.29M +244,270 +11%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$70.4M +$3.14M +105,366 +5%
RJA
14
Raymond James & Associates
Florida
$68.5M +$19.3M +648,373 +40%
Osaic Holdings
15
Osaic Holdings
Arizona
$68M +$4.33M +145,007 +7%
PAG
16
Private Advisor Group
New Jersey
$60.9M -$14.5M -485,318 -19%
AF
17
Allworth Financial
California
$55.2M -$777K -26,033 -1%
Creative Planning
18
Creative Planning
Kansas
$54.8M -$2.3M -77,012 -4%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$54.7M
BAAM
20
Baker Avenue Asset Management
California
$52.9M -$14.6M -490,779 -22%
WP
21
WealthSource Partners
California
$51.7M +$12.6M +420,762 +32%
NEWAS
22
N.E.W. Advisory Services
Wisconsin
$49.3M +$5.08M +170,319 +12%
Ameriprise
23
Ameriprise
Minnesota
$47.4M -$8.22M -275,565 -15%
Morgan Stanley
24
Morgan Stanley
New York
$45.2M +$11.4M +383,379 +34%
AssetMark Inc
25
AssetMark Inc
California
$43M -$63.8M -2,139,808 -60%