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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
1
Charles Schwab
California
$612M +$5.41M +171,232 +0.9%
LPL Financial
2
LPL Financial
California
$244M -$6.35M -200,700 -3%
Creative Planning
3
Creative Planning
Kansas
$231M -$10.5M -331,100 -4%
Jane Street
4
Jane Street
New York
$217M +$173M +5,459,501 +404%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$214M +$130M +4,123,702 +159%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$204M -$6.22M -196,755 -3%
CSIA
7
Charles Schwab Investment Advisory
California
$185M -$1.69M -53,372 -0.9%
DADC
8
D.A. Davidson & Co
Montana
$130M +$129M +4,082,151 New
Bank of America
9
Bank of America
North Carolina
$116M -$10.5M -333,000 -8%
Wells Fargo
10
Wells Fargo
California
$100M +$16.8M +531,115 +20%
Financial Engines Advisors
11
Financial Engines Advisors
California
$93.6M +$70.3M +2,222,448 +310%
Morgan Stanley
12
Morgan Stanley
New York
$65.8M +$2.49M +78,656 +4%
EB
13
Eastern Bank
Massachusetts
$56.6M +$14.8M +469,365 +36%
HighTower Advisors
14
HighTower Advisors
Illinois
$52.7M +$5.6M +177,172 +12%
State of New Jersey Common Pension Fund D
15
State of New Jersey Common Pension Fund D
New Jersey
$50.9M +$50.6M +1,600,000 New
GI
16
Gradient Investments
Minnesota
$50.9M -$11.6M -367,475 -19%
ZIG
17
Zurich Insurance Group
Switzerland
$44.7M – – –
AIMU
18
Allianz Investment Management US
Minnesota
$44.2M – – –
MWM
19
Mission Wealth Management
California
$41.4M -$6.25M -197,644 -13%
State Street
20
State Street
Massachusetts
$40M +$1.9M +59,950 +5%
G
21
GenTrust
Florida
$36.5M -$10.9M -345,312 -23%
BCMO
22
Buckingham Capital Management (Ohio)
Ohio
$33.6M +$17.2M +543,075 +106%
CAI
23
Capital Advisors Inc
Oklahoma
$33.3M -$2.93M -92,687 -8%
ACM
24
Advisors Capital Management
New Jersey
$31.7M +$2.18M +68,876 +7%
AF
25
Allworth Financial
California
$30.5M -$1.13M -35,720 -4%
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