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State Street SPDR Portfolio Long Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$60.6M -$6.5M -276,367 -10%
RT
2
Rockland Trust
Massachusetts
$36.6M +$660K +28,057 +2%
NI
3
NYL Investors
New York
$34.8M +$35.3K +1,500 +0.1%
Morgan Stanley
4
Morgan Stanley
New York
$22.3M -$4.4M -186,972 -17%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$19.2M +$18.7M +796,594 New
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$19.1M +$14.5M +616,971 +352%
State Street
7
State Street
Massachusetts
$17.3M +$4.47M +190,313 +36%
Wells Fargo
8
Wells Fargo
California
$17.2M +$2.45M +104,155 +17%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$16.2M -$20.6M -875,400 -57%
SA
10
Strategic Advocates
Utah
$15.7M +$11.7M +496,381 +324%
GFG
11
Goldstone Financial Group
Illinois
$13.2M +$12.9M +547,039 New
Bank of America
12
Bank of America
North Carolina
$12.7M -$14.7M -623,736 -54%
TPWM
13
Twelve Points Wealth Management
Massachusetts
$11.8M +$1.03M +44,021 +10%
CWMGP
14
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$10.4M +$514K +21,849 +5%
HW
15
Hedeker Wealth
Illinois
$9.79M +$860K +36,584 +10%
Osaic Holdings
16
Osaic Holdings
Arizona
$8.76M +$5.97M +254,078 +235%
PSB
17
Passumpsic Savings Bank
Vermont
$8.66M +$686K +29,191 +9%
Ameriprise
18
Ameriprise
Minnesota
$8.02M +$7.04M +299,450 +922%
NC
19
NewSquare Capital
Pennsylvania
$8.01M +$7.79M +331,356 New
PAG
20
Private Advisor Group
New Jersey
$7.62M +$1.96M +83,558 +36%
GAM
21
Gotham Asset Management
New York
$7.61M +$45K +1,912 +0.6%
PA
22
PFG Advisors
Arizona
$7.34M +$399K +16,968 +6%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$7.14M +$776K +33,000 +13%
Legacy Financial Group (Iowa)
24
Legacy Financial Group (Iowa)
Iowa
$6.53M +$69.6K +2,962 +1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$6.32M +$2.27M +96,360 +58%