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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
IndexIQ Advisors
New York
$14.2M -$7.48M -291,810 -34%
SMM
2
Stadion Money Management
Georgia
$12.2M +$1.86M +72,566 +18%
Wells Fargo
3
Wells Fargo
California
$10.8M +$588K +22,930 +6%
CWM
4
Chesapeake Wealth Management
Virginia
$8.74M +$8.73M +340,677 New
AssetMark Inc
5
AssetMark Inc
California
$5.22M +$419K +16,335 +9%
FWP
6
FAS Wealth Partners
Kansas
$4.31M -$64.1K -2,503 -1%
Morgan Stanley
7
Morgan Stanley
New York
$2.27M +$252K +9,846 +13%
Fisher Asset Management
8
Fisher Asset Management
Washington
$2.04M -$52K -2,028 -2%
LWS
9
Lucia Wealth Services
California
$1.88M +$1.42M +55,294 +309%
CCA
10
Checchi Capital Advisers
California
$1.45M +$390K +15,236 +37%
Jane Street
11
Jane Street
New York
$1.4M +$1.09M +42,335 +349%
Bank of America
12
Bank of America
North Carolina
$1.25M -$2.53M -98,836 -67%
LPL Financial
13
LPL Financial
California
$981K +$60.2K +2,348 +7%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$792K +$34.8K +1,359 +5%
HH
15
Hilltop Holdings
Texas
$771K +$770K +30,057 New
JP Morgan Chase
16
JP Morgan Chase
New York
$675K +$160K +6,227 +31%
CWM
17
Cornerstone Wealth Management
Missouri
$533K +$30K +1,170 +6%
UBS Group
18
UBS Group
Switzerland
$475K -$145K -5,658 -23%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$468K +$45.9K +1,790 +11%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$364K -$352K -13,747 -49%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$257K +$257K +10,028 New
Stifel Financial
22
Stifel Financial
Missouri
$240K +$240K +9,347 New
EWM
23
Elmwood Wealth Management
California
$160K +$160K +6,250 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$56K -$7.25K -283 -12%
IWM
25
IHT Wealth Management
Illinois
$43K