We are live on ! Find out more
CWB icon

State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
351
Burke & Herbert Bank & Trust
Virginia
$277K -$13.6K -150 -5%
OPWM
352
Oxinas Partners Wealth Management
Indiana
$269K -$2.09M -23,004 -88%
AWM
353
Axxcess Wealth Management
California
$268K +$7.36K +81 +3%
UWM
354
Urban Wealth Management
California
$267K +$272K +2,995 New
WAG
355
Winthrop Advisory Group
Massachusetts
$266K
WP
356
Westmount Partners
California
$263K +$909 +10 +0.3%
CIBC World Market
357
CIBC World Market
Ontario, Canada
$263K
MC
358
Moors & Cabot
Massachusetts
$261K -$40.9K -450 -13%
Fisher Asset Management
359
Fisher Asset Management
Washington
$261K
CTFG
360
Capstone Triton Financial Group
Oklahoma
$256K
GVAG
361
Great Valley Advisor Group
Delaware
$255K -$1.64K -18 -0.6%
NP
362
NorthRock Partners
Minnesota
$254K
NL
363
NVWM LLC
Pennsylvania
$252K +$4.45K +49 +2%
BF
364
BOK Financial
Oklahoma
$251K
FNBT
365
FineMark National Bank & Trust
Florida
$246K
LSWP
366
Liberty Square Wealth Partners
Pennsylvania
$245K
OIA
367
OneDigital Investment Advisors
Kansas
$245K +$249K +2,742 New
MWM
368
Meridian Wealth Management
Kentucky
$242K
BBHC
369
Brown Brothers Harriman & Co
New York
$242K
ZF
370
Zhang Financial
Michigan
$236K +$240K +2,645 New
CIBC Private Wealth Group
371
CIBC Private Wealth Group
Georgia
$232K -$35.4K -389 -13%
QCIG
372
Quad-Cities Investment Group
Iowa
$231K -$5.64K -62 -2%
PWG
373
Portside Wealth Group
Utah
$231K -$96.9K -1,066 -29%
WFA
374
Wells Financial Advisors
Massachusetts
$229K
NG
375
Norden Group
Utah
$225K