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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
51
Baker Avenue Asset Management
California
$9.6M -$86.7K -1,610 -0.9%
MWM
52
Minot Wealth Management
Massachusetts
$9.28M +$8.64M +160,482 New
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$9.12M +$352K +6,538 +4%
MML Investors Services
54
MML Investors Services
Massachusetts
$8.65M +$369K +6,858 +5%
Citigroup
55
Citigroup
New York
$8.52M +$480K +8,909 +6%
MIM
56
Morningstar Investment Management
Illinois
$8.42M +$333K +6,189 +4%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$8.27M
FAAS
58
First Allied Advisory Services
California
$7.69M -$192K -3,575 -3%
OC
59
Oppenheimer & Co
New York
$7.62M +$151K +2,796 +2%
TW
60
Towerpoint Wealth
California
$7.41M +$17.9K +333 +0.2%
RWA
61
River Wealth Advisors
Pennsylvania
$7.39M +$396K +7,348 +6%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$7.37M -$14.1M -262,434 -66%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$7.35M +$937K +17,400 +15%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$7.28M +$1.69M +31,361 +31%
GIM
65
Goelzer Investment Management
Indiana
$7.08M +$316K +5,863 +5%
XF
66
XML Financial
Maryland
$7.07M +$6.85M +127,342 New
TC
67
Trilogy Capital
California
$7.06M +$6.73M +125,058 New
MLM
68
Mount Lucas Management
Pennsylvania
$6.97M -$317K -5,897 -4%
TW
69
Transform Wealth
Colorado
$6.56M -$237K -4,400 -4%
Creative Planning
70
Creative Planning
Kansas
$6.2M +$105K +1,955 +2%
NAM
71
NTV Asset Management
West Virginia
$6.12M +$264K +4,900 +5%
MBT
72
Montecito Bank & Trust
California
$5.86M +$454K +8,430 +9%
HighTower Advisors
73
HighTower Advisors
Illinois
$5.74M +$2.31M +42,829 +71%
FGAM
74
Financial Gravity Asset Management
Texas
$5.58M +$513K +9,522 +11%
CPIG
75
Chicago Partners Investment Group
Illinois
$5.48M +$433K +8,049 +9%