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
AWA
126
Arete Wealth Advisors
Illinois
$517K +$527K +10,866 New
CPA
127
Court Place Advisors
Maryland
$510K +$437 +9 +0.1%
SB
128
Suntrust Banks
Georgia
$494K
Bank of New York Mellon
129
Bank of New York Mellon
New York
$493K -$109K -2,252 -18%
SPC
130
Sigma Planning Corp
Michigan
$486K +$496K +10,219 New
Millennium Management
131
Millennium Management
New York
$439K +$448K +9,237 New
RIA
132
Regal Investment Advisors
Michigan
$433K +$26.2K +540 +6%
PPA
133
Parametric Portfolio Associates
Washington
$395K -$752K -15,503 -65%
SWP
134
Stratos Wealth Partners
Ohio
$395K -$189K -3,904 -32%
WEC
135
Winslow Evans & Crocker
Massachusetts
$384K +$35.4K +730 +10%
EDRS
136
Edmond de Rothschild (Suisse)
Switzerland
$362K +$369K +7,600 New
EWM
137
Evercore Wealth Management
New York
$347K +$173K +3,569 +96%
HH
138
Hilltop Holdings
Texas
$338K +$345K +7,108 New
JWM
139
Jacobus Wealth Management
Wisconsin
$307K -$23K -475 -7%
HFS
140
HL Financial Services
Kentucky
$299K +$50.5K +1,041 +20%
TU
141
TDAM USA
Ontario, Canada
$290K
CAN
142
Cetera Advisor Networks
California
$289K
VA
143
Valmark Advisers
Ohio
$283K -$7.81K -161 -3%
SAM
144
SignalPoint Asset Management
Missouri
$282K
KWMG
145
King Wealth Management Group
Florida
$280K +$29.1K +600 +11%
DFIM
146
Detwiler Fenton Investment Management
Massachusetts
$276K -$1.27M -26,246 -82%
MAS
147
Madden Advisory Services
Florida
$261K +$53.4K +1,101 +25%
DW
148
Domani Wealth
Pennsylvania
$255K +$248K +5,112 +2,021%
GIA
149
Granite Investment Advisors
New Hampshire
$249K
BTS
150
BB&T Securities
Virginia
$244K +$8.78K +181 +4%