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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
$119M +$2.56M +74,748 +2%
CSIA
2
Charles Schwab Investment Advisory
California
$45.2M +$34.7M +1,012,008 +318%
Wells Fargo
3
Wells Fargo
California
$38.9M +$12.8M +372,210 +48%
Morgan Stanley
4
Morgan Stanley
New York
$34.7M +$8.8M +256,571 +34%
CC
5
Curian Capital
Colorado
$15.3M +$950K +27,711 +7%
MWM
6
Mission Wealth Management
California
$12.3M +$12.2M +355,094 New
Bank of America
7
Bank of America
North Carolina
$10.3M +$2.62M +76,382 +34%
CAG
8
Crestwood Advisors Group
Massachusetts
$8.62M +$580K +16,916 +7%
TFA
9
Transamerica Financial Advisors
Florida
$8.31M +$8.39M +244,527 New
NC
10
NewSquare Capital
Pennsylvania
$7.89M +$7.96M +232,255 New
CIM
11
Confluence Investment Management
Missouri
$7.4M +$344K +10,038 +5%
HSBC Holdings
12
HSBC Holdings
United Kingdom
$6.48M +$6.54M +190,845 New
PFS
13
Prospera Financial Services
Texas
$5.78M +$5.83M +170,114 New
SAM
14
Strategy Asset Managers
California
$4.87M +$154K +4,502 +3%
State Street
15
State Street
Massachusetts
$4.13M +$3.94M +114,786 +1,674%
BCM
16
Bluefin Capital Management
New York
$3.83M +$3.19M +93,064 +474%
CS
17
Credit Suisse
Switzerland
$3.76M +$1.27M +37,015 +50%
Ameriprise
18
Ameriprise
Minnesota
$3.68M +$2.99M +87,302 +408%
LPL Financial
19
LPL Financial
California
$2.84M +$1.67M +48,571 +139%
BHB
20
Bank Hapoalim BM
Israel
$2.78M – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.57M +$1.02M +29,814 +65%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$2.4M +$1.07M +31,200 +79%
RJA
23
Raymond James & Associates
Florida
$2.27M +$2.29M +66,906 New
AssetMark Inc
24
AssetMark Inc
California
$2.25M +$1.06M +30,991 +88%
NA
25
Nottingham Advisors
New York
$2.02M -$180K -5,251 -8%
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