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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
$1.58B +$63M +1,873,661 +4%
Charles Schwab
2
Charles Schwab
California
$1B +$13.3M +395,322 +1%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$439M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$342M +$9.09M +270,130 +3%
AFI
5
American Family Investments
Wisconsin
$325M +$145M +4,300,000 +81%
Creative Planning
6
Creative Planning
Kansas
$249M +$15M +445,082 +6%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$204M +$17M +504,977 +9%
DADC
8
D.A. Davidson & Co
Montana
$197M +$7.33M +217,852 +4%
Morgan Stanley
9
Morgan Stanley
New York
$179M +$18.6M +553,926 +12%
Ameriprise
10
Ameriprise
Minnesota
$179M -$3.97M -117,864 -2%
Wells Fargo
11
Wells Fargo
California
$178M +$16.9M +503,657 +11%
AssetMark Inc
12
AssetMark Inc
California
$172M +$1.89M +56,076 +1%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$171M +$111M +3,287,200 +188%
WMN
14
Wealth Management Nebraska
Nebraska
$167M +$17.4M +517,148 +12%
State Street
15
State Street
Massachusetts
$160M +$68.6M +2,038,136 +76%
WA
16
Waverly Advisors
Alabama
$156M +$19.6M +581,247 +14%
Raymond James Financial
17
Raymond James Financial
Florida
$153M +$9.93M +295,038 +7%
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$137M
HighTower Advisors
19
HighTower Advisors
Illinois
$104M +$2.54M +75,371 +3%
CM
20
Castleark Management
Illinois
$85.4M
Osaic Holdings
21
Osaic Holdings
Arizona
$77.3M +$2.54M +75,501 +3%
MWM
22
McMill Wealth Management
Nebraska
$62.4M +$5.17M +153,780 +9%
CAI
23
Capital Advisors Inc
Oklahoma
$59.5M -$358K -10,652 -0.6%
CAL
24
Capital Analysts LLC
Pennsylvania
$58.4M +$9.75M +289,802 +20%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$56.1M