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
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$2.74M +$196K +2,501 +8%
AI
102
Atria Investments
North Carolina
$2.74M -$398K -5,063 -13%
TPWA
103
TRUE Private Wealth Advisors
Oregon
$2.61M +$1.96M +24,939 +373%
SA
104
Sanctuary Advisors
Indiana
$2.58M +$240K +3,060 +11%
CWS
105
Confluence Wealth Services
Pennsylvania
$2.58M
FWA
106
FOCUS Wealth Advisors
Texas
$2.58M +$3.14K +40 +0.1%
JWCA
107
J.W. Cole Advisors
Florida
$2.57M +$169K +2,147 +7%
PIA
108
Powell Investment Advisors
Florida
$2.53M -$7.15K -91 -0.3%
HAG
109
HF Advisory Group
Maryland
$2.51M +$260K +3,308 +12%
FNC
110
First National Corp
Massachusetts
$2.49M +$17K +217 +0.7%
Fidelity International
111
Fidelity International
Bermuda
$2.45M -$211K -2,684 -8%
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$2.3M -$5.05M -64,314 -70%
IRC
113
Investors Research Corp
Georgia
$2.3M -$39.9K -508 -2%
SFS
114
Sowell Financial Services
Arkansas
$2.27M +$83.9K +1,069 +4%
KAS
115
Kestra Advisory Services
Texas
$2.25M -$74.8K -953 -3%
HPM
116
Hudson Portfolio Management
New York
$2.21M -$13K -166 -0.6%
Corient Private Wealth
117
Corient Private Wealth
Florida
$2.2M -$45.9K -585 -2%
AI
118
AXS Investments
New York
$2.19M +$521K +6,633 +33%
OPWM
119
Oxinas Partners Wealth Management
Indiana
$2.16M +$1.79M +22,758 +664%
EH
120
Equitable Holdings
New York
$2.15M -$218K -2,774 -10%
Citadel Advisors
121
Citadel Advisors
Florida
$2.15M +$776K +9,887 +62%
PS
122
Principal Securities
Iowa
$2.12M -$320K -4,077 -14%
EAM
123
Everstar Asset Management
North Carolina
$2.08M -$118K -1,500 -6%
William Blair & Company
124
William Blair & Company
Illinois
$2.01M -$708K -9,012 -27%
Jones Financial Companies
125
Jones Financial Companies
Missouri
$1.98M +$207K +2,641 +12%