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
PA
176
Pinnacle Associates
New York
$835K -$9.14M -175,273 -92%
WI
177
WrapManager Inc
California
$819K +$334K +6,411 +68%
PP
178
PagnatoKarp Partners
Virginia
$818K -$1.56K -30 -0.2%
CFA
179
Cahill Financial Advisors
Minnesota
$817K +$16.5K +317 +2%
WSCM
180
Wellington Shields Capital Management
New York
$803K +$64.2K +1,232 +9%
FIM
181
Fernwood Investment Management
Massachusetts
$786K +$450K +8,632 +131%
AL
182
Aspiriant LLC
California
$783K +$790K +15,159 New
DWA
183
Dorsey Wright & Associates
California
$778K -$230K -4,405 -23%
MIAN
184
Mariner Independent Advisor Network
Kansas
$758K -$1.84M -35,200 -71%
MAS
185
Madden Advisory Services
Florida
$737K -$11.9K -229 -2%
APA
186
American Portfolios Advisors
New York
$717K +$16.2K +311 +2%
SCG
187
Sonata Capital Group
Washington
$693K -$31.3K -600 -4%
MHS
188
M Holdings Securities
Oregon
$624K +$629K +12,075 New
VFA
189
Voya Financial Advisors
Connecticut
$618K +$133K +2,542 +27%
Manulife (Manufacturers Life Insurance)
190
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$613K +$184K +3,526 +42%
RPG
191
Risk Paradigm Group
Texas
$600K +$589K +11,302 +3,622%
FCAG
192
First Capital Advisors Group
New Jersey
$599K -$599K -11,481 -50%
BJL
193
Brighton Jones LLC
Washington
$599K -$66.6K -1,277 -10%
NA
194
Navellier & Associates
Nevada
$596K +$601K +11,538 New
William Blair & Company
195
William Blair & Company
Illinois
$592K +$10.4K +199 +2%
PI
196
PFS Investments
Georgia
$592K +$232K +4,450 +63%
BRWA
197
B. Riley Wealth Advisors
Florida
$578K -$321K -6,161 -36%
Bank of New York Mellon
198
Bank of New York Mellon
New York
$569K -$102K -1,958 -15%
CIAS
199
Capital Investment Advisory Services
North Carolina
$569K -$15.1K -290 -3%
Lazard Asset Management
200
Lazard Asset Management
New York
$568K