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State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.34B +$357M +13,587,699 +18%
MWM
2
Modera Wealth Management
New Jersey
$139M +$141M +5,363,948 New
LPL Financial
3
LPL Financial
California
$84.7M +$11.1M +424,007 +15%
Jane Street
4
Jane Street
New York
$78.3M +$75.2M +2,864,514 +1,843%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$75.8M +$9.76M +371,902 +15%
TC
6
TownSquare Capital
Utah
$46.1M +$39.4M +1,501,792 +548%
KW
7
KWB Wealth
California
$33.4M +$4.54M +172,943 +15%
Morgan Stanley
8
Morgan Stanley
New York
$30.8M +$12.9M +493,005 +71%
Citigroup
9
Citigroup
New York
$28.9M +$6.27M +238,878 +27%
Bank of America
10
Bank of America
North Carolina
$28.9M +$6.54M +249,060 +29%
UCFA
11
United Capital Financial Advisors
Texas
$25.4M +$4.99M +190,272 +24%
Citadel Advisors
12
Citadel Advisors
Florida
$22.8M -$24.2M -922,649 -51%
State Street
13
State Street
Massachusetts
$17.3M -$1.51M -57,449 -8%
GLA
14
Good Life Advisors
Pennsylvania
$15.8M +$16M +608,795 New
Wells Fargo
15
Wells Fargo
California
$15.8M -$12.1M -461,647 -43%
GI
16
Gradient Investments
Minnesota
$15M -$25.2M -958,985 -62%
CWP
17
Concord Wealth Partners
Virginia
$14.9M +$15M +570,731 +22,294%
CWM
18
Chesapeake Wealth Management
Virginia
$9M +$200K +7,616 +2%
CCC
19
Crescent Capital Consulting
Louisiana
$8.95M -$7.01M -267,002 -44%
PAG
20
Private Advisor Group
New Jersey
$8.51M +$1.51M +57,450 +21%
MCC
21
Money Concepts Capital
Florida
$8.29M +$7.87M +299,912 +1,527%
LFPWM
22
Leicht Financial Planning & Wealth Management
New Jersey
$8M -$486K -18,533 -6%
IAIM
23
International Assets Investment Management
Florida
$7.86M +$1.96M +74,647 +104%
SMM
24
Stadion Money Management
Georgia
$7.05M -$221K -8,419 -3%
SWP
25
Stratos Wealth Partners
Ohio
$6.81M +$48.8K +1,858 +0.7%