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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
$2.9B -$141M -6,115,609 -5%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$123M +$15.5M +673,019 +14%
TC
3
TownSquare Capital
Utah
$93.1M -$1.05M -45,678 -1%
LPL Financial
4
LPL Financial
California
$87.7M -$6.21M -269,714 -7%
UCFA
5
United Capital Financial Advisors
Texas
$34.2M -$3.2M -138,805 -8%
ZIG
6
Zurich Insurance Group
Switzerland
$33.9M
KW
7
KWB Wealth
California
$31.8M -$4.84M -210,013 -13%
State Street
8
State Street
Massachusetts
$30.1M +$5.96M +258,792 +24%
Jane Street
9
Jane Street
New York
$27.4M -$55M -2,387,323 -67%
Morgan Stanley
10
Morgan Stanley
New York
$26M +$22.3M +967,714 +567%
Bank of America
11
Bank of America
North Carolina
$25.8M +$17M +736,724 +188%
Wells Fargo
12
Wells Fargo
California
$17.3M +$350K +15,186 +2%
CF
13
Cantor Fitzgerald
New York
$15.9M +$16.1M +697,391 New
CWP
14
Concord Wealth Partners
Virginia
$13.7M +$243K +10,543 +2%
GVAG
15
Great Valley Advisor Group
Delaware
$13.3M +$6.28M +272,871 +89%
Goldman Sachs
16
Goldman Sachs
New York
$13.2M +$13.3M +575,746 New
DJSG
17
D.J. St. Germain
Massachusetts
$12.6M +$1.05M +45,664 +9%
CI
18
CX Institutional
Indiana
$11.4M -$3.97M -172,602 -26%
AssetMark Inc
19
AssetMark Inc
California
$11.4M +$393K +17,057 +4%
Ameriprise
20
Ameriprise
Minnesota
$9.28M +$1.66M +72,184 +22%
CCA
21
Checchi Capital Advisers
California
$9.22M +$5.45M +236,740 +152%
AWM
22
AE Wealth Management
Kansas
$7.85M +$49.7K +2,157 +0.6%
CAMV
23
Concord Asset Management (Virginia)
Virginia
$7.58M +$289K +12,533 +4%
CWM
24
Comprehensive Wealth Management
Washington
$7.25M -$8.32M -361,405 -53%
MCC
25
Money Concepts Capital
Florida
$6.9M -$160K -6,947 -2%