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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Pinnacle Associates
New York
$7.59M +$3.6K +87 +0%
AA
27
Advisory Alpha
Michigan
$7.55M +$189K +4,569 +3%
AIM
28
Advantage Investment Management
Iowa
$6.95M +$6.63M +160,124 +22,745%
Bessemer Group
29
Bessemer Group
New Jersey
$6.94M -$26.3M -636,248 -80%
Stifel Financial
30
Stifel Financial
Missouri
$6.46M -$45K -1,088 -0.7%
WCM
31
Windsor Capital Management
Arizona
$6.16M +$309K +7,460 +6%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$6.08M +$509K +12,312 +10%
Axa
33
Axa
France
$6.06M +$789K +19,070 +16%
BAAM
34
Baker Avenue Asset Management
California
$5.87M +$232K +5,618 +4%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$5.51M -$7.98M -192,838 -60%
Allianz Asset Management
36
Allianz Asset Management
Germany
$4.85M +$3.57M +86,300 +332%
EC
37
Estate Counselors
Wisconsin
$4.54M +$2.57M +62,050 +144%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$4.45M +$103K +2,483 +2%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$4.15M -$5.12M -123,691 -56%
OC
40
Oppenheimer & Co
New York
$4.11M +$36.9K +891 +0.9%
WSTAM
41
Wilbanks Smith & Thomas Asset Management
Virginia
$4.08M +$3.91M +94,545 New
Creative Planning
42
Creative Planning
Kansas
$4.07M -$17.7K -428 -0.5%
GIM
43
Goelzer Investment Management
Indiana
$3.75M +$2.21M +53,465 +161%
NAM
44
NTV Asset Management
West Virginia
$3.63M -$321K -7,750 -8%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$3.52M -$955K -23,086 -22%
PFM
46
Premier Fund Managers
United Kingdom
$3.46M
AWMF
47
Arbor Wealth Management (Florida)
Florida
$3.45M +$34.3K +829 +1%
VSWA
48
Vontobel Swiss Wealth Advisors
Switzerland
$3.29M -$48.2K -1,165 -2%
MFS
49
MSI Financial Services
Massachusetts
$3.15M -$181K -4,380 -6%
WA
50
Winfield Associates
Ohio
$3M -$321K -7,750 -10%