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
$294M -$34.3M -1,308,056 -10%
SMM
2
Stadion Money Management
Georgia
$233M +$62M +2,365,523 +34%
LPL Financial
3
LPL Financial
California
$218M +$21.5M +820,248 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$212M +$15.8M +603,104 +8%
RIG
5
RiverFront Investment Group
Virginia
$185M -$448K -17,078 -0.2%
CPO
6
Cerity Partners OCIO
New York
$162M +$13.2M +503,469 +8%
GI
7
Gradient Investments
Minnesota
$157M -$49.7M -1,894,175 -23%
RA
8
Rational Advisors
New York
$128M -$7.6M -289,976 -5%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$103M +$5.57M +212,598 +5%
WP
10
WealthSource Partners
California
$96.8M +$16.1M +615,658 +19%
PAG
11
Private Advisor Group
New Jersey
$90.6M +$2.01M +76,596 +2%
TC
12
Trilogy Capital
California
$87.1M +$65.2K +2,486 +0.1%
WCWM
13
Willow Creek Wealth Management
California
$85.6M +$4.72M +180,000 +6%
Morgan Stanley
14
Morgan Stanley
New York
$76.4M -$4.1M -156,305 -5%
RJA
15
Raymond James & Associates
Florida
$73.2M +$6.29M +240,140 +9%
RA
16
RFG Advisory
Alabama
$70.3M -$28.6M -1,091,727 -28%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$66.7M +$10M +381,693 +17%
Osaic Holdings
18
Osaic Holdings
Arizona
$66.2M +$8.08M +308,142 +13%
Jane Street
19
Jane Street
New York
$54.3M +$25.6M +975,751 +81%
NEWAS
20
N.E.W. Advisory Services
Wisconsin
$49.8M +$2.95M +112,474 +6%
MFS
21
McNamara Financial Services
Massachusetts
$47.6M +$16.6M +633,904 +50%
BAAM
22
Baker Avenue Asset Management
California
$47.3M +$1.44M +54,928 +3%
AssetMark Inc
23
AssetMark Inc
California
$44.9M +$8.01M +305,662 +20%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$36.9M +$2.63M +100,482 +7%
AF
25
Allworth Financial
California
$34.9M -$4.33M -165,137 -11%