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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$413M +$68M +1,970,651 +20%
UBS Group
2
UBS Group
Switzerland
$232M +$3.97M +114,979 +2%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$192M +$3.98M +115,228 +2%
Wells Fargo
4
Wells Fargo
California
$118M +$13.1M +378,946 +12%
RJA
5
Raymond James & Associates
Florida
$112M +$7.77M +225,064 +7%
State Street
6
State Street
Massachusetts
$54.1M +$854K +24,733 +2%
MIS
7
Morningstar Investment Services
Illinois
$47.8M +$5.99M +173,415 +14%
MWM
8
Mission Wealth Management
California
$42.9M +$3.21M +93,084 +8%
Bank of America
9
Bank of America
North Carolina
$37.4M +$21.2M +613,261 +130%
Morgan Stanley
10
Morgan Stanley
New York
$34.7M -$5.26M -152,291 -13%
SAM
11
Sentinel Asset Management
Vermont
$32.2M -$553K -16,024 -2%
AA
12
ALPS Advisors
Colorado
$32M +$256K +7,422 +0.8%
GFPC
13
Global Financial Private Capital
Florida
$27M +$3.9M +113,069 +17%
ERIM
14
Eagle Ridge Investment Management
Connecticut
$16.1M +$368K +10,669 +2%
LPL Financial
15
LPL Financial
California
$15.6M +$468K +13,568 +3%
CIM
16
Confluence Investment Management
Missouri
$15M +$606K +17,550 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$12.6M +$1.24M +35,815 +11%
MIFH
18
Migdal Insurance & Financial Holdings
Israel
$10.9M +$2.3M +66,578 +27%
CCA
19
Conservest Capital Advisors
Pennsylvania
$10.4M +$10.5M +302,753 New
DPIM
20
Duff & Phelps Investment Management
Illinois
$10.3M +$104K +3,000 +1%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$9.52M +$6.3M +182,379 +195%
BA
22
Boston Advisors
Massachusetts
$9.5M +$1,000K +28,954 +12%
SMM
23
Stadion Money Management
Georgia
$7.87M +$1.48M +42,970 +23%
PAG
24
Private Advisory Group
Washington
$6.32M +$1.16M +33,631 +22%
Ameriprise
25
Ameriprise
Minnesota
$5.75M -$196K -5,685 -3%
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