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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
$169M +$46.8M +1,383,544 +38%
CSIA
2
Charles Schwab Investment Advisory
California
$83.7M +$18.5M +547,122 +28%
Wells Fargo
3
Wells Fargo
California
$40.7M +$1.76M +51,982 +4%
State Street
4
State Street
Massachusetts
$35.3M -$14.8M -436,593 -29%
Morgan Stanley
5
Morgan Stanley
New York
$31.9M -$2.51M -74,225 -7%
MWM
6
Mission Wealth Management
California
$14.3M +$2.16M +63,947 +18%
NC
7
NewSquare Capital
Pennsylvania
$13.2M +$1.13M +33,436 +9%
Bank of America
8
Bank of America
North Carolina
$12.1M +$866K +25,598 +8%
TFA
9
Transamerica Financial Advisors
Florida
$11.7M -$437K -12,911 -4%
LPL Financial
10
LPL Financial
California
$10.8M +$5.66M +167,382 +108%
JP Morgan Chase
11
JP Morgan Chase
New York
$8.79M +$8.89M +262,947 New
CIM
12
Confluence Investment Management
Missouri
$7.96M +$326K +9,641 +4%
PFS
13
Prospera Financial Services
Texas
$7.45M +$840K +24,837 +13%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$6.14M -$187K -5,536 -3%
PPA
15
Parametric Portfolio Associates
Washington
$5.96M +$16.9K +500 +0.3%
BCM
16
Bluefin Capital Management
New York
$5.92M +$4.2M +124,227 +235%
CS
17
Credit Suisse
Switzerland
$5.85M +$1.3M +38,470 +28%
CAG
18
Crestwood Advisors Group
Massachusetts
$5.22M -$3.44M -101,750 -39%
SAM
19
Strategy Asset Managers
California
$4.63M -$147K -4,360 -3%
Ameriprise
20
Ameriprise
Minnesota
$4.42M +$291K +8,605 +7%
RJA
21
Raymond James & Associates
Florida
$4.21M +$584K +17,271 +16%
WIP
22
Wellesley Investment Partners
Massachusetts
$3.95M +$4M +118,303 New
CC
23
Curian Capital
Colorado
$3.31M -$8.35M -246,814 -71%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$3.23M +$3.27M +96,759 New
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$3.03M +$147K +4,350 +5%
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