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State Street SPDR Portfolio Short Term Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cabot Wealth Management
Massachusetts
$1.33M +$340K +11,081 +34%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$1.24M -$43K -1,402 -3%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$1.22M +$422K +13,754 +53%
Bessemer Group
79
Bessemer Group
New Jersey
$1.19M +$153K +5,000 +15%
Stifel Financial
80
Stifel Financial
Missouri
$1.15M -$1.83M -59,788 -61%
AG
81
Advisor Group
Arizona
$1.11M +$1.1M +36,020 New
PAG
82
Private Advisor Group
New Jersey
$1.08M +$394K +12,845 +57%
WTC
83
WhitTier Trust Company
Nevada
$1.08M -$6.9K -225 -0.6%
NA
84
Nottingham Advisors
New York
$1.06M -$3.35M -109,223 -76%
FFA
85
First Foundation Advisors
California
$970K
PFM
86
Phillips Financial Management
Indiana
$880K -$52.3K -1,706 -6%
SC
87
Stratford Consulting
Texas
$877K +$521 +17 +0.1%
SSWM
88
Sheets Smith Wealth Management
North Carolina
$858K +$55.6K +1,814 +7%
SG Americas Securities
89
SG Americas Securities
New York
$831K -$2.3M -74,900 -74%
SG
90
Societe Generale
$831K +$828K +26,994 New
ATC
91
Argent Trust Co
Tennessee
$815K +$447K +14,580 +123%
CI
92
Conning Inc
Connecticut
$793K +$790K +25,750 New
DSN
93
D. Scott Neal
Kentucky
$792K -$307K -10,000 -28%
DP
94
Dearborn Partners
Illinois
$783K -$671K -21,900 -46%
HIIFS
95
Harel Insurance Investments & Financial Services
Israel
$769K
HK
96
Horizon Kinetics
New York
$739K
MAM
97
Marquette Asset Management
Minnesota
$698K +$2.45K +80 +0.4%
MFS
98
MSI Financial Services
Massachusetts
$658K +$250K +8,166 +62%
AAM
99
Advisors Asset Management
Colorado
$648K -$35.5K -1,159 -5%
Bank of New York Mellon
100
Bank of New York Mellon
New York
$612K -$1.2M -39,144 -66%