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
JIC
176
Joel Isaacson & Co
New York
$27K +$27.2K +575 New
CHC
177
City Holding Co
West Virginia
$25K – – –
TFA
178
Transamerica Financial Advisors
Florida
$24K +$11.6K +245 +96%
CPIG
179
Chicago Partners Investment Group
Illinois
$20K +$1.42K +30 +7%
WCM
180
Wealthcare Capital Management
Virginia
$16K +$16.3K +345 New
RFA
181
Reilly Financial Advisors
California
$14K – – –
Manulife (Manufacturers Life Insurance)
182
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8K +$7.42K +157 New
DW
183
Domani Wealth
Pennsylvania
$5.3K +$12K +253 New
AA
184
Apriem Advisors
California
$5K – – –
BWFA
185
Baltimore-Washington Financial Advisors
Maryland
$5K – – –
AllianceBernstein
186
AllianceBernstein
Tennessee
$3K – – –
NC
187
NewSquare Capital
Pennsylvania
$3K – – –
Deutsche Bank
188
Deutsche Bank
Germany
– -$200M -4,258,666 Closed
LMIM
189
Lockheed Martin Investment Management
Maryland
– -$28M -597,603 Closed
FAAM
190
First Allied Asset Management
California
– -$9.77M -208,116 Closed
WCM
191
Weatherstone Capital Management
Colorado
– -$1.6M -34,224 Closed
PHS
192
Pekin Hardy Strauss
Illinois
– -$854K -18,207 Closed
NL
193
NWAM LLC
Washington
– -$747K -15,924 Closed
CCM
194
Covington Capital Management
California
– -$682K -14,535 Closed
MSL
195
Mackay Shields LLC
New York
– -$410K -8,735 Closed
NA
196
Navellier & Associates
Nevada
– -$295K -6,287 Closed
LA
197
LVW Advisors
New York
– -$234K -5,000 Closed
PMFA
198
Plante Moran Financial Advisors
Michigan
– -$228K -4,870 Closed
BRWA
199
B. Riley Wealth Advisors
Florida
– -$204K -4,348 Closed
Allianz Asset Management
200
Allianz Asset Management
Germany
– -$70K -1,500 Closed