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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$103M +$103M +3,008,167 New
Wells Fargo
2
Wells Fargo
California
$23.6M +$12.3M +357,974 +107%
Morgan Stanley
3
Morgan Stanley
New York
$23.5M +$5.48M +159,897 +30%
CC
4
Curian Capital
Colorado
$13M +$1.09M +31,917 +9%
Bank of America
5
Bank of America
North Carolina
$9.1M +$21.5K +629 +0.2%
CAG
6
Crestwood Advisors Group
Massachusetts
$7.33M +$512K +14,951 +7%
CIM
7
Confluence Investment Management
Missouri
$6.46M +$317K +9,249 +5%
SAM
8
Strategy Asset Managers
California
$4.59M +$4.6M +134,424 New
RJA
9
Raymond James & Associates
Florida
$2.83M +$156K +4,560 +6%
CS
10
Credit Suisse
Switzerland
$2.5M +$645K +18,834 +35%
Jane Street
11
Jane Street
New York
$2.48M +$2.49M +72,704 New
BHB
12
Bank Hapoalim BM
Israel
$2.46M – – –
NA
13
Nottingham Advisors
New York
$2.25M +$2.26M +65,872 New
SCA
14
Strategic Capital Alternatives
United States
$2.06M -$335K -9,769 -14%
AIG
15
American International Group
New York
$1.83M -$6.16K -180 -0.3%
FIM
16
Freedom Investment Management
Connecticut
$1.52M +$50.2K +1,465 +3%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$1.35M +$1.36M +39,630 New
PFM
18
Phillips Financial Management
Indiana
$1.33M +$7.23K +211 +0.5%
NB
19
NBT Bank
New York
$1.32M – – –
CAM
20
Capstone Asset Management
Texas
$1.32M +$1.32M +38,535 New
EWM
21
Empirical Wealth Management
Washington
$1.14M -$6.75K -197 -0.6%
CI
22
Clal Insurance
Israel
$1.14M +$1.14M +33,232 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.09M -$139K -4,064 -11%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$1.07M +$259K +7,555 +32%
LPL Financial
25
LPL Financial
California
$1.02M +$104K +3,025 +11%
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