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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$723M +$93.8M +3,186,219 +15%
JP Morgan Chase
2
JP Morgan Chase
New York
$238M +$228M +7,744,339 +3,095%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$174M +$8.8M +299,161 +5%
VA
4
Valmark Advisers
Ohio
$167M +$8.68M +294,773 +6%
Bank of America
5
Bank of America
North Carolina
$161M -$19.9M -676,977 -11%
Morgan Stanley
6
Morgan Stanley
New York
$155M -$36.6M -1,243,746 -19%
LPL Financial
7
LPL Financial
California
$152M +$15.9M +541,709 +12%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$102M -$2.9M -98,684 -3%
Fisher Asset Management
9
Fisher Asset Management
Washington
$91.1M -$1.43M -48,668 -2%
State Street
10
State Street
Massachusetts
$78M +$4.34M +147,530 +6%
HNB
11
Huntington National Bank
Ohio
$75.5M – – –
TIAA Trust, National Association
12
TIAA Trust, National Association
North Carolina
$66.1M -$6.02M -204,628 -8%
RIG
13
RiverFront Investment Group
Virginia
$65.9M -$1.32M -44,924 -2%
Wells Fargo
14
Wells Fargo
California
$64.8M +$8.26M +280,544 +15%
Renaissance Technologies
15
Renaissance Technologies
New York
$62.4M +$47M +1,597,900 +322%
UBS Group
16
UBS Group
Switzerland
$62M -$52.4M -1,780,739 -46%
DWM
17
Destination Wealth Management
California
$61.3M -$43.1M -1,464,862 -42%
LGWM
18
Litman Gregory Wealth Management
California
$57.8M -$4.98M -169,273 -8%
Goldman Sachs
19
Goldman Sachs
New York
$56.2M -$8.16M -277,238 -13%
AWMS
20
Advocacy Wealth Management Services
Georgia
$51.4M -$53.9M -1,833,107 -51%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$51M +$2.28M +77,514 +5%
TC
22
TownSquare Capital
Utah
$49.7M -$3.47M -118,036 -7%
MA
23
MCF Advisors
Kentucky
$48.1M +$1.27M +43,148 +3%
Ameriprise
24
Ameriprise
Minnesota
$46.6M -$4.7M -159,600 -9%
AC
25
Allstate Corporation
Illinois
$46.2M -$15.3M -521,140 -25%
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