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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
$1.51B +$87.3M +2,637,433 +6%
Charles Schwab
2
Charles Schwab
California
$980M -$414M -12,497,614 -30%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$435M +$424M +12,803,930 +7,799%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$329M -$3M -90,631 -0.9%
Creative Planning
5
Creative Planning
Kansas
$232M -$1.7M -51,448 -0.7%
DADC
6
D.A. Davidson & Co
Montana
$187M +$3.17M +95,829 +2%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$185M +$15.7M +474,631 +9%
Ameriprise
8
Ameriprise
Minnesota
$182M +$84M +2,537,710 +88%
AFI
9
American Family Investments
Wisconsin
$178M +$176M +5,304,000 New
AssetMark Inc
10
AssetMark Inc
California
$169M +$3.58M +108,164 +2%
Morgan Stanley
11
Morgan Stanley
New York
$159M -$11.9M -358,157 -7%
Wells Fargo
12
Wells Fargo
California
$159M +$6.47M +195,511 +4%
WMN
13
Wealth Management Nebraska
Nebraska
$147M +$1.28M +38,793 +0.9%
Raymond James Financial
14
Raymond James Financial
Florida
$142M +$4.81M +145,273 +4%
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$136M
WA
16
Waverly Advisors
Alabama
$135M +$3.82M +115,454 +3%
HighTower Advisors
17
HighTower Advisors
Illinois
$100M +$586K +17,714 +0.6%
State Street
18
State Street
Massachusetts
$90.3M +$8.5M +256,871 +11%
CM
19
Castleark Management
Illinois
$84.6M +$15.7M +473,790 +23%
Osaic Holdings
20
Osaic Holdings
Arizona
$74.1M +$18.7M +565,376 +34%
Truist Financial
21
Truist Financial
North Carolina
$73.3M +$62M +1,872,691 +605%
CAI
22
Capital Advisors Inc
Oklahoma
$59.3M -$464K -14,015 -0.8%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$58.7M +$15M +454,100 +35%
MWM
24
McMill Wealth Management
Nebraska
$56.7M +$2.66M +80,220 +5%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$55.6M