We are live on ! Find out more
SPBO icon

State Street SPDR Portfolio Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
101
Ascent Group
Virginia
$337K +$68.9K +2,359 +25%
AA
102
Aire Advisors
California
$316K -$45.1K -1,545 -12%
PS
103
Principal Securities
Iowa
$299K -$106K -3,622 -26%
SIM
104
Synergy Investment Management
Florida
$288K +$294K +10,053 New
Creative Planning
105
Creative Planning
Kansas
$288K +$34.6K +1,183 +13%
PIA
106
Perennial Investment Advisors
California
$271K -$21.8K -745 -7%
CT
107
Caldwell Trust
Florida
$266K +$272K +9,303 New
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$264K -$104K -3,556 -28%
FCIM
109
Fairview Capital Investment Management
California
$253K +$258K +8,825 New
AWS
110
Atria Wealth Solutions
New York
$249K -$43.5K -1,488 -15%
DAS
111
Diversify Advisory Services
Utah
$246K -$312K -10,689 -55%
AFA
112
Arlington Financial Advisors
California
$237K
SSWM
113
Sheets Smith Wealth Management
North Carolina
$221K +$26.3K +900 +13%
WPC
114
Wedmont Private Capital
Pennsylvania
$218K +$2.89K +99 +1%
FCI
115
Financial Counselors Inc
Kansas
$210K -$3.07K -105 -1%
AAM
116
Advisors Asset Management
Colorado
$195K -$3.8K -130 -2%
UBS Group
117
UBS Group
Switzerland
$177K -$164K -5,624 -48%
CAS
118
Coppell Advisory Solutions
Texas
$175K -$57.7K -1,975 -24%
AWM
119
Avior Wealth Management
Nebraska
$166K -$521K -17,816 -75%
MCM
120
MAI Capital Management
Ohio
$102K +$104K +3,573 New
HGERS
121
Householder Group Estate & Retirement Specialist
Arizona
$101K +$1.2K +41 +1%
GRP
122
Global Retirement Partners
California
$101K +$80.6K +2,758 +361%
Comerica Bank
123
Comerica Bank
Texas
$93.6K +$51.6K +1,767 +118%
HI
124
Harbour Investments
Wisconsin
$77.3K
CAL
125
Capital Analysts LLC
Pennsylvania
$75K +$14.3K +489 +23%