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
MA
426
MCF Advisors
Kentucky
$113K
RCA
427
Ranch Capital Advisors
Florida
$113K +$169 +2 +0.2%
WT
428
Washington Trust
Rhode Island
$105K +$89.9K +1,064 +724%
ACA
429
Aptus Capital Advisors
Alabama
$100K +$113K +1,343 +359%
SWM
430
Selective Wealth Management
Virginia
$95K +$92.1K +1,090 New
EW
431
Element Wealth
Mississippi
$84K
HR
432
Howe & Rusling
New York
$84K
SAM
433
S.A. Mason
Michigan
$82K +$19.9K +235 +33%
MAM
434
Meeder Asset Management
Ohio
$81K
SC
435
Solstein Capital
California
$74K -$51.1K -605 -42%
SFSIG
436
San Francisco Sentry Investment Group
California
$74K -$22.3K -264 -24%
CWC
437
Carolinas Wealth Consulting
North Carolina
$61K
BCV
438
Banque Cantonale Vaudoise
Switzerland
$57K +$55.1K +652 New
FRA
439
Front Row Advisors
California
$55K -$1.94K -23 -3%
AWM
440
Avior Wealth Management
Nebraska
$54K -$17.2K -203 -24%
WWMSC
441
Wagner Wealth Management (South Carolina)
South Carolina
$54K
LSA
442
Lion Street Advisors
Texas
$52K +$50.7K +600 New
MPWT
443
MassMutual Private Wealth & Trust
Connecticut
$50K +$48.7K +576 New
SMA
444
Sage Mountain Advisors
Georgia
$49K
Franklin Resources
445
Franklin Resources
California
$49K +$48K +568 New
COCM
446
Charter Oak Capital Management
New Hampshire
$44K -$41.3K -489 -49%
SB
447
Strategic Blueprint
Georgia
$44K +$42.6K +504 New
GFPC
448
Global Financial Private Client
Florida
$43.6K
BCWM
449
Bartlett & Co Wealth Management
Ohio
$43.4K
BC
450
Bartlett & Co
Ohio
$43K