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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$1.66B +$78.3M +2,313,152 +5%
Charles Schwab
2
Charles Schwab
California
$1.01B +$11.2M +331,433 +1%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$396M -$42.8M -1,263,328 -10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$368M +$27.7M +816,754 +8%
AFI
5
American Family Investments
Wisconsin
$294M -$30.8M -909,000 -9%
Creative Planning
6
Creative Planning
Kansas
$272M +$23.6M +698,006 +9%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$220M +$16.8M +495,900 +8%
DADC
8
D.A. Davidson & Co
Montana
$205M +$9.17M +270,696 +5%
Morgan Stanley
9
Morgan Stanley
New York
$200M +$21.1M +624,256 +12%
Ameriprise
10
Ameriprise
Minnesota
$194M +$14.9M +439,893 +8%
Wells Fargo
11
Wells Fargo
California
$186M +$8.44M +249,202 +5%
WMN
12
Wealth Management Nebraska
Nebraska
$183M +$16.5M +486,703 +10%
AssetMark Inc
13
AssetMark Inc
California
$175M +$3.37M +99,619 +2%
WA
14
Waverly Advisors
Alabama
$172M +$16.4M +484,033 +11%
Raymond James Financial
15
Raymond James Financial
Florida
$169M +$16.1M +474,024 +10%
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$118M -$19.4M -573,000 -14%
HighTower Advisors
17
HighTower Advisors
Illinois
$110M +$6.94M +204,949 +7%
State Street
18
State Street
Massachusetts
$89.6M -$70.4M -2,077,970 -44%
CM
19
Castleark Management
Illinois
$85.2M – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$73.7M -$3.57M -105,499 -5%
MWM
21
McMill Wealth Management
Nebraska
$66.8M +$4.54M +134,051 +7%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$62.4M +$9.82M +289,933 +19%
CAI
23
Capital Advisors Inc
Oklahoma
$59M -$289K -8,533 -0.5%
CAL
24
Capital Analysts LLC
Pennsylvania
$57.9M -$265K -7,830 -0.5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$57.6M +$41.3M +1,218,277 +251%
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