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State Street SPDR Portfolio Corporate Bond ETF
SPBO

Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
1
Squarepoint
New York
$117M +$60.2M +2,137,707 New
CWM
2
Congress Wealth Management
Massachusetts
$63.8M +$31.4M +1,113,675 +98%
Bank of America
3
Bank of America
North Carolina
$38.7M +$17M +603,273 +79%
LPL Financial
4
LPL Financial
California
$35.2M +$4.78M +169,523 +16%
AWM
5
AE Wealth Management
Kansas
$17.8M -$598K -21,211 -3%
FAM
6
Flaharty Asset Management
Florida
$17.7M +$899K +31,894 +5%
Jane Street
7
Jane Street
New York
$16.9M +$3.55M +125,967 +27%
Financial Engines Advisors
8
Financial Engines Advisors
California
$15.5M +$15.2M +538,637 +7,452%
CI
9
CX Institutional
Indiana
$11.3M +$936K +33,219 +9%
IWM
10
IHT Wealth Management
Illinois
$9.22M +$9.16M +324,840 New
Morgan Stanley
11
Morgan Stanley
New York
$8.54M +$950K +33,694 +13%
B
12
Bridgeworth
Alabama
$8.1M +$8.05M +285,509 New
DK
13
David Kennon
Florida
$7.98M +$112K +3,975 +1%
Ameriprise
14
Ameriprise
Minnesota
$7.55M +$7.5M +266,029 New
IA
15
IFG Advisory
Georgia
$5.9M -$152K -5,396 -3%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$5.72M +$1.52M +54,067 +37%
MPW
17
Melone Private Wealth
Michigan
$5.47M +$203K +7,197 +4%
GLA
18
Good Life Advisors
Pennsylvania
$5.13M +$472K +16,736 +10%
Mariner
19
Mariner
Kansas
$3.77M +$3.74M +132,729 New
FFG
20
Ford Financial Group
California
$3.36M +$144K +5,107 +5%
AFG
21
Arkansas Financial Group
Arkansas
$2.79M +$2.49M +88,329 +883%
WA
22
Wealthstar Advisors
Texas
$2.71M -$5.61K -199 -0.2%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$2.3M +$2.28M +81,068 New
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$2.15M +$2.14M +75,818 New
GKWIM
25
Gerber Kawasaki Wealth & Investment Management
California
$2.05M -$4.58M -162,666 -69%
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