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
KCIA
101
Kingsbury Capital Investment Advisors
Illinois
$2.73M -$226K -3,362 -7%
FANJ
102
Financial Architects (New Jersey)
New Jersey
$2.73M +$2.9M +43,065 New
Wellington Management Group
103
Wellington Management Group
Massachusetts
$2.7M
AI
104
Atria Investments
North Carolina
$2.7M +$2.86M +42,587 New
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$2.67M +$293K +4,361 +12%
JE
106
JMAC Enterprises
Pennsylvania
$2.58M +$205K +3,055 +8%
SWP
107
Stratos Wealth Partners
Ohio
$2.56M +$191K +2,845 +8%
CI
108
Conning Inc
Connecticut
$2.53M -$10.1M -150,000 -79%
IRC
109
Investors Research Corp
Georgia
$2.46M -$10.6K -157 -0.4%
BOTW
110
Bank of the West
California
$2.39M +$1.72M +25,564 +210%
ACP
111
Aveo Capital Partners
Colorado
$2.38M +$2.53M +37,669 New
OMC
112
Overbrook Management Corp
New York
$2.36M
CL
113
CIM LLC
New York
$2.36M +$30K +446 +1%
RFWA
114
RPg Family Wealth Advisory
Massachusetts
$2.35M +$52K +773 +2%
WCM
115
Wavelength Capital Management
Connecticut
$2.32M -$2.23M -33,121 -47%
Mirae Asset Global Investments
116
Mirae Asset Global Investments
South Korea
$2.25M +$446K +6,635 +23%
CFGS
117
Concourse Financial Group Securities
Alabama
$2.23M +$1.51M +22,439 +174%
WB
118
WesBanco Bank
West Virginia
$2.18M +$35.9K +534 +2%
MBT
119
Montecito Bank & Trust
California
$2.18M -$583K -8,674 -20%
HPM
120
Hudson Portfolio Management
New York
$2.13M -$41.7K -620 -2%
AWM
121
AE Wealth Management
Kansas
$2.13M +$1.11M +16,564 +97%
WB
122
Webster Bank
Connecticut
$2.11M -$158K -2,353 -7%
PIA
123
Powell Investment Advisors
Florida
$2.1M -$114K -1,696 -5%
PWM
124
Penobscot Wealth Management
Maine
$2.09M +$90.2K +1,341 +4%
CF
125
Clarity Financial
Texas
$2.05M +$2.18M +32,447 New