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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
$2.73B +$399M +15,386,935 +17%
MWM
2
Modera Wealth Management
New Jersey
$182M +$43.1M +1,661,576 +31%
LPL Financial
3
LPL Financial
California
$89.3M +$4.86M +187,546 +6%
TC
4
TownSquare Capital
Utah
$82.6M +$36.7M +1,417,512 +80%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$79.1M +$3.58M +138,018 +5%
KW
6
KWB Wealth
California
$33.2M -$227K -8,748 -0.7%
UCFA
7
United Capital Financial Advisors
Texas
$30.9M +$5.56M +214,701 +22%
State Street
8
State Street
Massachusetts
$25.2M +$7.98M +307,974 +46%
Bank of America
9
Bank of America
North Carolina
$24.6M -$4.15M -160,120 -14%
ZIG
10
Zurich Insurance Group
Switzerland
$21.6M +$21.6M +834,318 New
CWP
11
Concord Wealth Partners
Virginia
$19.9M +$5.08M +196,140 +34%
GI
12
Gradient Investments
Minnesota
$16.9M +$1.98M +76,585 +13%
GLA
13
Good Life Advisors
Pennsylvania
$16.6M +$813K +31,362 +5%
Jane Street
14
Jane Street
New York
$12.5M -$65.7M -2,536,315 -84%
CCC
15
Crescent Capital Consulting
Louisiana
$12.4M +$3.45M +133,181 +39%
Ameriprise
16
Ameriprise
Minnesota
$11.1M +$4.46M +172,117 +67%
Wells Fargo
17
Wells Fargo
California
$10.8M -$4.91M -189,508 -31%
AssetMark Inc
18
AssetMark Inc
California
$9.97M +$9.99M +385,665 New
PAG
19
Private Advisor Group
New Jersey
$9.64M +$1.16M +44,691 +14%
CWM
20
Chesapeake Wealth Management
Virginia
$8.76M -$218K -8,397 -2%
FTUS
21
Flow Traders U.S.
New York
$8.53M +$8.54M +329,717 New
Morgan Stanley
22
Morgan Stanley
New York
$8.11M -$22.6M -872,606 -74%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$7.59M +$1.27M +48,915 +20%
AWM
24
AE Wealth Management
Kansas
$7.29M +$1.27M +48,859 +21%
SMM
25
Stadion Money Management
Georgia
$7.29M +$259K +10,000 +4%