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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
$1.48B +$103M +3,401,784 +8%
VA
2
Valmark Advisers
Ohio
$254M +$11.3M +373,230 +5%
LPL Financial
3
LPL Financial
California
$240M +$11.6M +384,250 +5%
Morgan Stanley
4
Morgan Stanley
New York
$233M +$5.29M +175,340 +2%
Bank of America
5
Bank of America
North Carolina
$149M +$175K +5,793 +0.1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$140M +$22.4M +741,369 +19%
AC
7
Allstate Corporation
Illinois
$133M +$65.8M +2,181,050 +99%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$132M +$17.3M +574,963 +15%
AA
9
Advisory Alpha
Michigan
$128M +$11.8M +389,790 +10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$118M +$101M +3,357,711 +625%
State Street
11
State Street
Massachusetts
$99.3M -$6.48M -214,834 -6%
HNB
12
Huntington National Bank
Ohio
$98.6M – – –
MA
13
MCF Advisors
Kentucky
$87.5M +$20.9M +691,231 +31%
Wells Fargo
14
Wells Fargo
California
$72.9M +$398K +13,185 +0.6%
Goldman Sachs
15
Goldman Sachs
New York
$65.9M +$11.5M +382,714 +21%
Ameriprise
16
Ameriprise
Minnesota
$65.3M +$3.23M +106,951 +5%
RWM
17
Rockwood Wealth Management
Pennsylvania
$64.6M +$2.69M +89,156 +4%
Renaissance Technologies
18
Renaissance Technologies
New York
$62.8M -$11.8M -391,283 -16%
UBS Group
19
UBS Group
Switzerland
$62.6M +$8.84M +293,050 +17%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$59.8M +$3.12M +103,323 +6%
Mariner
21
Mariner
Kansas
$51.2M -$1.18M -39,199 -2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$49.2M +$19.8M +655,306 +68%
RA
23
Rodgers & Associates
Pennsylvania
$48.9M +$1.52M +50,270 +3%
Osaic Holdings
24
Osaic Holdings
Arizona
$46.3M +$5.6M +185,806 +14%
TIAA Trust, National Association
25
TIAA Trust, National Association
North Carolina
$39.7M -$721K -23,904 -2%
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