We are live on ! Find out more
SPIB icon

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFIA
51
Cantor Fitzgerald Investment Advisors
New York
$26.4M +$227K +6,738 +0.9%
OAM
52
Occidental Asset Management
California
$26.2M +$1.59M +47,254 +7%
RWM
53
RMG Wealth Management
Wisconsin
$25.6M +$1.57M +46,806 +7%
HPA
54
High Probability Advisors
New York
$25.3M +$2.35M +69,777 +10%
WCWM
55
Willow Creek Wealth Management
California
$23.7M +$794K +23,595 +3%
Cerity Partners
56
Cerity Partners
New York
$23.5M -$1.1M -32,671 -4%
IA
57
Integrity Alliance
Iowa
$22.9M +$2.29M +68,085 +11%
OPPS
58
Obsidian Personal Planning Solutions
Maryland
$22.6M +$271K +8,062 +1%
CTWM
59
Cherry Tree Wealth Management
Minnesota
$22.5M -$89.3K -2,653 -0.4%
CBT
60
Crews Bank & Trust
Florida
$22.5M +$3.46M +102,871 +18%
YAL
61
Your Advocates Ltd
Texas
$21M +$20.9M +620,183 New
GA
62
GoalVest Advisory
New York
$19.3M +$1.45M +43,119 +8%
BCWM
63
Bartlett & Co Wealth Management
Ohio
$19.2M +$13.3M +393,948 +230%
Bank of Nova Scotia
64
Bank of Nova Scotia
Ontario, Canada
$19M +$8.89M +264,312 +89%
SF
65
Symphony Financial
Texas
$18M +$2.14M +63,591 +14%
WI
66
WrapManager Inc
California
$17.4M -$6.37M -189,446 -27%
FGAM
67
Financial Gravity Asset Management
Texas
$17.1M +$17M +504,008 New
T
68
TrueFG
Texas
$16.6M +$806K +23,954 +5%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$16.4M +$785K +23,324 +5%
CCMG
70
Clark Capital Management Group
Pennsylvania
$16.2M +$291K +8,637 +2%
AC
71
Apella Capital
Connecticut
$15.3M +$3.15M +93,619 +26%
Mariner
72
Mariner
Kansas
$14.8M +$699K +20,786 +5%
LG
73
Leuthold Group
Minnesota
$14.2M +$1.07M +31,696 +8%
WFS
74
Walker Financial Services
Kentucky
$14M +$8.45M +251,151 +156%
Truist Financial
75
Truist Financial
North Carolina
$13.9M -$59.7M -1,772,996 -81%