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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
226
Chatham Capital Group
Georgia
$761K
M&T Bank
227
M&T Bank
New York
$760K
Lazard Asset Management
228
Lazard Asset Management
New York
$757K
KM
229
Kalos Management
Georgia
$757K +$472K +7,120 +217%
EVM
230
Eaton Vance Management
Massachusetts
$750K -$13.3K -200 -2%
LWM
231
Loveless Wealth Management
Montana
$741K +$84.3K +1,270 +13%
BOS
232
Bank of Stockton
California
$730K +$149K +2,250 +27%
RJT
233
Raymond James Trust
Florida
$702K -$43.6K -657 -6%
OMC
234
Overbrook Management Corp
New York
$700K +$22.6K +340 +3%
FMC
235
First Merchants Corp
Indiana
$689K +$663K +10,000 New
CA
236
Cetera Advisors
Colorado
$681K -$409K -6,171 -38%
GCMG
237
Gyroscope Capital Management Group
Florida
$665K +$640K +9,651 New
PP
238
Prudential plc
United Kingdom
$655K -$881K -13,280 -58%
FIM
239
Freedom Investment Management
Connecticut
$652K -$93.2K -1,404 -13%
EGA
240
E&G Advisors
Texas
$651K
FFS
241
Founders Financial Securities
Maryland
$648K -$369K -5,569 -37%
Capstone Investment Advisors
242
Capstone Investment Advisors
New York
$643K -$579K -8,731 -48%
RW
243
RVW Wealth
California
$627K +$398 +6 +0.1%
BHB
244
Bank Hapoalim BM
Israel
$620K
WP
245
WealthSource Partners
California
$611K -$44.6K -672 -7%
SS
246
Sunbelt Securities
Texas
$608K -$76.1K -1,147 -11%
Bank Julius Baer & Co
247
Bank Julius Baer & Co
Switzerland
$606K
PCWA
248
Pacific Capital Wealth Advisors
California
$585K
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$565K +$59.4K +895 +12%
NFG
250
Nations Financial Group
Iowa
$562K +$6.04K +91 +1%