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
UIA
101
UBP Investment Advisors
Switzerland
$2.49M +$2.67M +53,180 New
TA
102
TFG Advisers
Michigan
$2.45M +$2.63M +52,345 New
Verition Fund Management
103
Verition Fund Management
Connecticut
$2.32M +$2.5M +49,654 New
AGA
104
Arkos Global Advisors
Texas
$2.28M +$2.45M +48,634 New
PCIA
105
Prime Capital Investment Advisors
Kansas
$2.24M +$102K +2,028 +4%
HIM
106
Hotaling Investment Management
Pennsylvania
$2.23M +$2.4M +47,723 New
RWP
107
RWA Wealth Partners
Massachusetts
$2.18M +$2.13M +42,399 +1,008%
PTC
108
Private Trust Company
Ohio
$2.1M -$56.7K -1,127 -2%
WTC
109
WhitTier Trust Company
Nevada
$2.06M +$26.4K +525 +1%
GVAG
110
Great Valley Advisor Group
Delaware
$2.04M +$2.11M +41,935 New
SIAS
111
Shine Investment Advisory Services
Colorado
$2.03M -$36.2K -720 -2%
KM
112
Kalos Management
Georgia
$1.97M +$561K +11,164 +39%
SFP
113
Shepherd Financial Partners
Massachusetts
$1.94M -$25.1K -500 -1%
FANJ
114
Financial Architects (New Jersey)
New Jersey
$1.85M -$46.8K -930 -2%
WB
115
Webster Bank
Connecticut
$1.81M
Invesco
116
Invesco
Georgia
$1.8M -$162K -3,231 -8%
BA
117
BKS Advisors
Michigan
$1.77M -$501K -9,971 -21%
SWP
118
Stratos Wealth Partners
Ohio
$1.69M -$1.47M -29,252 -45%
Wellington Management Group
119
Wellington Management Group
Massachusetts
$1.68M +$875K +17,400 +94%
SCM
120
Stonehearth Capital Management
Massachusetts
$1.66M -$60.6K -1,206 -3%
WB
121
WesBanco Bank
West Virginia
$1.62M +$61K +1,212 +4%
IAA
122
Ironsides Asset Advisors
North Carolina
$1.55M -$251K -5,000 -13%
COI
123
Capital One Investing
Virginia
$1.49M +$1.6M +31,776 New
HCM
124
HMS Capital Management
Tennessee
$1.42M -$1.65M -32,806 -52%
LFGH
125
Lee Financial Group Hawaii
Hawaii
$1.42M -$7.34K -146 -0.5%