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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
XT
601
XTX Topco
Cayman Islands
– -$732K -21,839 Closed
LMFP
602
Larry Mathis Financial Planning
Arizona
– -$520K -15,512 Closed
OWP
603
Obermeyer Wealth Partners
Colorado
– -$502K -14,960 Closed
LCWP
604
Legacy Capital Wealth Partners
Arkansas
– -$423K -12,614 Closed
NP
605
NorthRock Partners
Minnesota
– -$395K -11,780 Closed
DB
606
Dravo Bay
Delaware
– -$329K -9,810 Closed
EFP
607
Elser Financial Planning
Indiana
– -$279K -8,347 Closed
1CM
608
1492 Capital Management
Wisconsin
– -$276K -8,234 Closed
PEWA
609
Pacific Excel Wealth Advisors
California
– -$247K -7,369 Closed
S4W
610
Solutions 4 Wealth
Texas
– -$216K -6,432 Closed
YIA
611
YHB Investment Advisors
Connecticut
– -$215K -6,419 Closed
5NPW
612
55 North Private Wealth
Florida
– -$212K -6,326 Closed
SLC
613
Second Line Capital
Louisiana
– -$211K -6,286 Closed
SCA
614
Stonebridge Capital Advisors
Minnesota
– -$201K -6,005 Closed
BC
615
BDFS Capital
Delaware
– -$201K -5,991 Closed
GIA
616
GHP Investment Advisors
Colorado
– -$90.6K -2,700 Closed
TLFA
617
True Link Financial Advisors
California
– -$77.7K -2,318 Closed
Simplex Trading
618
Simplex Trading
Illinois
– -$55.1K -1,643 Closed
EDRH
619
Edmond de Rothschild Holding
Switzerland
– -$45.1K -1,346 Closed
RF
620
RetireMitten Financial
Michigan
– -$42.6K -1,271 Closed
LWMI
621
Legacy Wealth Management (Idaho)
Idaho
– -$30.2K -901 Closed
RFP
622
Root Financial Partners
California
– -$28.5K -850 Closed
TPWA
623
Twin Peaks Wealth Advisors
California
– -$28K -834 Closed
FFL
624
Financial Freedom LLC
Ohio
– -$24.5K -729 Closed
KFI
625
Key Financial Inc
Pennsylvania
– -$11.7K -349 Closed