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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
U
1
UBS
Switzerland
$69.9M +$71.8M +2,080,861 New
Morgan Stanley
2
Morgan Stanley
New York
$23.5M +$24.1M +698,672 New
State Street
3
State Street
Massachusetts
$20.9M +$21.5M +621,652 New
Wells Fargo
4
Wells Fargo
California
$15M +$15.4M +446,227 New
GF
5
Genworth Financial
Virginia
$10.4M +$10.7M +308,769 New
SAM
6
Strategy Asset Managers
California
$4.53M +$4.65M +134,825 New
Bank of America
7
Bank of America
North Carolina
$4.41M +$4.53M +131,208 New
CIM
8
Confluence Investment Management
Missouri
$4.32M +$4.44M +128,574 New
RIA
9
Rushmore Investment Advisors
Texas
$1.72M +$1.76M +51,120 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.57M +$1.61M +46,763 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.42M +$1.45M +42,147 New
PFM
12
Phillips Financial Management
Indiana
$1.25M +$1.28M +36,970 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$1.24M +$1.28M +37,017 New
NB
14
NBT Bank
New York
$1.11M +$1.14M +33,165 New
AIM
15
Acropolis Investment Management
Missouri
$1.09M +$1.12M +32,395 New
EWM
16
Empirical Wealth Management
Washington
$1.04M +$1.07M +30,916 New
LPL Financial
17
LPL Financial
California
$963K +$990K +28,679 New
JP Morgan Chase
18
JP Morgan Chase
New York
$880K +$904K +26,189 New
TIM
19
Tortoise Investment Management
New York
$878K +$902K +26,146 New
HighTower Advisors
20
HighTower Advisors
Illinois
$805K +$827K +23,979 New
SI
21
Stephens Inc
Arkansas
$739K +$759K +22,000 New
ICAS
22
Investors Capital Advisory Services
Massachusetts
$668K +$686K +19,891 New
CCM
23
Chilton Capital Management
Texas
$599K +$616K +17,850 New
AIG
24
American International Group
New York
$590K +$606K +17,573 New
CS
25
Credit Suisse
Switzerland
$545K +$560K +16,240 New
1
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