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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Sharkey, Howes & Javer
251
Sharkey, Howes & Javer
Colorado
$22K +$21.4K +437 New
Baystate Wealth Management
252
Baystate Wealth Management
Massachusetts
$21K +$637 +13 +3%
AA
253
AlphaMark Advisors
Kentucky
$16K – – –
RAM
254
Riggs Asset Management
Pennsylvania
$16K – – –
Patriot Financial Group Insurance Agency
255
Patriot Financial Group Insurance Agency
Massachusetts
$15K – – –
Smithfield Trust
256
Smithfield Trust
Pennsylvania
$15K – – –
Wealthspire Advisors (Maryland)
257
Wealthspire Advisors (Maryland)
Maryland
$12K +$12.2K +250 New
RPG
258
Risk Paradigm Group
Texas
$10.6K – – –
Federation des caisses Desjardins du Quebec
259
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.4K – – –
KIG
260
Kessler Investment Group
Indiana
$8K -$6.36K -130 -44%
FAM
261
Flaharty Asset Management
Florida
$6.77K -$6.01M -122,771 -100%
Creative Financial Designs
262
Creative Financial Designs
Indiana
$5K – – –
TCI Wealth Advisors
263
TCI Wealth Advisors
Arizona
$4K +$4.06K +83 New
Whittier Trust
264
Whittier Trust
California
$3K – – –
Thrivent Financial for Lutherans
265
Thrivent Financial for Lutherans
Minnesota
$3K +$2.55K +52 New
Plante Moran Financial Advisors
266
Plante Moran Financial Advisors
Michigan
$3K +$2.94K +60 New
Simplex Trading
267
Simplex Trading
Illinois
$3K +$3.48K +71 New
PSW
268
Portfolio Strategies (Washington)
Washington
$2K – – –
AlphaStar Capital Management
269
AlphaStar Capital Management
North Carolina
$2K +$2.74K +56 New
Royal Fund Management
270
Royal Fund Management
Florida
$1K +$1.22K +25 New
Advisors Preferred
271
Advisors Preferred
Maryland
– -$1.24M -25,854 Closed
TCM
272
Tuttle Capital Management
Connecticut
– -$1.16M -24,194 Closed
VEA
273
Virtus ETF Advisers
New York
– -$1.16M -24,056 Closed
AGM
274
Alpine Global Management
New York
– -$506K -10,514 Closed
WealthSource Partners
275
WealthSource Partners
California
– -$504K -10,468 Closed