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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
$1.74B +$98.6M +2,918,486 +6%
Charles Schwab
2
Charles Schwab
California
$642M -$364M -10,776,833 -36%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$393M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$387M +$21.6M +638,787 +6%
AFI
5
American Family Investments
Wisconsin
$341M +$50.1M +1,484,000 +17%
Creative Planning
6
Creative Planning
Kansas
$267M -$2.79M -82,693 -1%
DADC
7
D.A. Davidson & Co
Montana
$217M +$13.9M +410,391 +7%
WMN
8
Wealth Management Nebraska
Nebraska
$196M +$14.9M +440,888 +8%
WA
9
Waverly Advisors
Alabama
$181M +$10.7M +315,291 +6%
Morgan Stanley
10
Morgan Stanley
New York
$178M -$20.5M -606,900 -10%
AssetMark Inc
11
AssetMark Inc
California
$174M +$627K +18,565 +0.4%
Raymond James Financial
12
Raymond James Financial
Florida
$172M +$4.57M +135,354 +3%
Wells Fargo
13
Wells Fargo
California
$170M -$13.9M -412,173 -8%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$143M -$75.6M -2,236,623 -34%
HighTower Advisors
15
HighTower Advisors
Illinois
$113M +$3.94M +116,689 +4%
Ameriprise
16
Ameriprise
Minnesota
$101M -$91.8M -2,717,424 -47%
CM
17
Castleark Management
Illinois
$90.2M +$5.71M +169,010 +7%
State Street
18
State Street
Massachusetts
$87.9M -$963K -28,512 -1%
CAL
19
Capital Analysts LLC
Pennsylvania
$84.5M +$27.3M +806,799 +47%
Osaic Holdings
20
Osaic Holdings
Arizona
$70.2M -$2.99M -88,519 -4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$69.4M +$7.55M +223,569 +12%
CAI
22
Capital Advisors Inc
Oklahoma
$58.3M -$253K -7,494 -0.4%
DW
23
Dodds Wealth
Colorado
$56.2M +$2.91M +86,155 +5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$52.7M -$4.42M -130,690 -8%
TTWM
25
TCV Trust & Wealth Management
Virginia
$52.4M +$2.11M +62,381 +4%