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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$1.27B +$116M +3,296,989 +10%
USAA
2
United Services Automobile Association
Texas
$438M +$27.4M +782,097 +7%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$264M +$3.85M +109,647 +1%
RJA
4
Raymond James & Associates
Florida
$178M +$8.69M +247,738 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$108M -$9.5M -270,846 -8%
LPL Financial
6
LPL Financial
California
$91.8M +$4.07M +116,134 +5%
AIMU
7
Allianz Investment Management US
Minnesota
$91.3M -$2.06M -58,752 -2%
Wells Fargo
8
Wells Fargo
California
$85.9M +$8.34M +237,779 +11%
AF
9
Allworth Financial
California
$65.7M +$27.6M +786,408 +73%
MIS
10
Morningstar Investment Services
Illinois
$63.4M +$435K +12,402 +0.7%
PAG
11
Pinnacle Advisory Group
Maryland
$56.4M +$29.2M +831,606 +108%
State Street
12
State Street
Massachusetts
$55.9M +$2.5M +71,139 +5%
PAS
13
Park Avenue Securities
New York
$49.3M -$1.96M -55,816 -4%
SI
14
Stephens Inc
Arkansas
$43.1M -$409K -11,666 -0.9%
Principal Financial Group
15
Principal Financial Group
Iowa
$41.6M +$41.4M +1,179,809 New
Citadel Advisors
16
Citadel Advisors
Florida
$41.5M +$17.3M +494,199 +72%
CPO
17
Cerity Partners OCIO
New York
$39.3M +$1.83M +52,075 +5%
CFIA
18
Cantor Fitzgerald Investment Advisors
New York
$33.1M -$1.6M -45,712 -5%
MWM
19
Mission Wealth Management
California
$32.7M +$1.96M +55,751 +6%
HI
20
Horizon Investments
North Carolina
$31.3M -$21.1M -601,336 -40%
UBS Group
21
UBS Group
Switzerland
$30.8M -$267M -7,599,558 -90%
Bank of America
22
Bank of America
North Carolina
$30.1M -$9.53M -271,715 -24%
Jane Street
23
Jane Street
New York
$30M +$29.9M +851,314 New
PSUF
24
People's United Financial
Connecticut
$29.8M +$2.24M +63,788 +8%
Morgan Stanley
25
Morgan Stanley
New York
$29M -$37.5K -1,069 -0.1%