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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YC
51
Yarbrough Capital
Tennessee
$13.8M +$14.2M +166,090 New
XF
52
XML Financial
Maryland
$12.7M +$221K +2,580 +2%
TCM
53
Tradewinds Capital Management
Washington
$12.6M +$6.11M +71,377 +89%
CWM
54
Calamos Wealth Management
Illinois
$12M +$12.4M +144,362 New
PWM
55
Paulson Wealth Management
Illinois
$11.6M +$4.35M +50,816 +57%
MML Investors Services
56
MML Investors Services
Massachusetts
$11.5M -$811K -9,469 -6%
HPWA
57
Hall Private Wealth Advisors
North Carolina
$11.5M -$51.6K -602 -0.4%
JIR
58
James Investment Research
Ohio
$11.3M -$2.34M -27,344 -17%
NAM
59
NTV Asset Management
West Virginia
$11M -$461K -5,382 -4%
HIM
60
Hanlon Investment Management
New Jersey
$10.9M -$3M -35,060 -21%
HA
61
Harfst & Associates
Wyoming
$10.4M +$106K +1,232 +1%
WCM
62
Wavelength Capital Management
Connecticut
$10.4M +$10.7M +125,181 New
ML
63
McAdam LLC
Pennsylvania
$10.3M +$528K +6,166 +5%
HW
64
Hedeker Wealth
Illinois
$10.1M -$144K -1,679 -1%
MBT
65
Montecito Bank & Trust
California
$10.1M -$1.27M -14,797 -11%
OC
66
Oppenheimer & Co
New York
$9.88M -$144K -1,680 -1%
RJA
67
Raymond James & Associates
Florida
$9.62M -$351K -4,099 -3%
Creative Planning
68
Creative Planning
Kansas
$9.33M +$522K +6,100 +6%
SPIA
69
Steward Partners Investment Advisory
New York
$9.21M -$150K -1,753 -2%
SEI Investments
70
SEI Investments
Pennsylvania
$9.07M -$128K -1,496 -1%
B
71
Bensler
Washington
$9.04M +$9.33M +108,974 New
HI
72
Horizon Investments
North Carolina
$8.92M +$295K +3,449 +3%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$8.87M +$228K +2,665 +3%
Wellington Management Group
74
Wellington Management Group
Massachusetts
$8.8M +$1.42M +16,600 +19%
MIM
75
Morningstar Investment Management
Illinois
$8.42M