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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.4B +$129M +3,902,141 +10%
Charles Schwab
2
Charles Schwab
California
$1.39B -$59.7M -1,812,427 -4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$329M +$10.4M +314,420 +3%
Creative Planning
4
Creative Planning
Kansas
$232M +$4.46M +135,173 +2%
DADC
5
D.A. Davidson & Co
Montana
$182M +$10.5M +318,826 +6%
Morgan Stanley
6
Morgan Stanley
New York
$170M -$13.3M -403,393 -7%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$167M +$38.9M +1,180,900 +31%
AssetMark Inc
8
AssetMark Inc
California
$163M +$1.88M +56,990 +1%
Wells Fargo
9
Wells Fargo
California
$151M +$15.4M +467,954 +11%
WMN
10
Wealth Management Nebraska
Nebraska
$145M +$6.55M +198,591 +5%
Raymond James Financial
11
Raymond James Financial
Florida
$136M +$102M +3,098,196 +313%
Point72 Asset Management
12
Point72 Asset Management
Connecticut
$135M
WA
13
Waverly Advisors
Alabama
$130M +$115M +3,477,294 +823%
TLFA
14
True Link Financial Advisors
California
$113M +$6.06M +183,902 +6%
HighTower Advisors
15
HighTower Advisors
Illinois
$98.5M +$2.62M +79,410 +3%
Ameriprise
16
Ameriprise
Minnesota
$95.4M +$3.03M +92,047 +3%
State Street
17
State Street
Massachusetts
$80.9M -$48.3M -1,464,220 -38%
CM
18
Castleark Management
Illinois
$68M -$56.4M -1,712,080 -46%
CAI
19
Capital Advisors Inc
Oklahoma
$59.1M -$1.21M -36,707 -2%
JP Morgan Chase
20
JP Morgan Chase
New York
$56.2M +$49.9M +1,513,293 +853%
SGAM
21
Stephens Group Asset Management
Arkansas
$55.1M +$8.67M +263,027 +19%
State of New Jersey Common Pension Fund D
22
State of New Jersey Common Pension Fund D
New Jersey
$55M
Osaic Holdings
23
Osaic Holdings
Arizona
$54.7M +$6.14M +186,162 +13%
PAG
24
Private Advisor Group
New Jersey
$53.7M +$2.88M +87,380 +6%
MWM
25
McMill Wealth Management
Nebraska
$53.4M +$2.16M +65,388 +4%