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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$987K -$32.8K -458 -3%
PWP
177
Pursue Wealth Partners
California
$966K
WIA
178
World Investment Advisors
California
$965K -$7.94K -111 -0.8%
OAM
179
Occidental Asset Management
California
$963K -$501K -7,000 -34%
Citadel Advisors
180
Citadel Advisors
Florida
$960K -$2.72M -38,009 -74%
PAA
181
Peregrine Asset Advisers
Oregon
$942K -$118K -1,648 -11%
HA
182
Herold Advisors
New York
$922K -$35.8K -500 -4%
KWA
183
Kingswood Wealth Advisors
California
$894K +$437K +6,109 +97%
AF
184
Apexium Financial
Texas
$869K +$2.79K +39 +0.3%
TCM
185
Telos Capital Management
California
$864K -$2.43K -34 -0.3%
M&T Bank
186
M&T Bank
New York
$842K
FF
187
Farrell Financial
New York
$840K +$101K +1,409 +14%
IWS
188
Insight Wealth Strategies
California
$816K -$9.8K -137 -1%
WB
189
Webster Bank
Connecticut
$810K -$170K -2,381 -17%
NJIM
190
Nabity-Jensen Investment Management
Nebraska
$808K
Invesco
191
Invesco
Georgia
$806K -$153K -2,138 -16%
Lido Advisors
192
Lido Advisors
California
$801K -$6.3K -88 -0.8%
Lazard Asset Management
193
Lazard Asset Management
New York
$792K
DCM
194
Delta Capital Management
New Jersey
$772K
IB
195
Intrust Bank
Kansas
$770K
PA
196
Pinnacle Associates
New York
$737K -$68K -950 -9%
CWM
197
Congress Wealth Management
Massachusetts
$721K +$716K +10,000 New
CRC
198
Curi RMB Capital
Illinois
$716K -$293K -4,095 -29%
BJL
199
Brighton Jones LLC
Washington
$713K
MAG
200
M3 Advisory Group
Massachusetts
$713K +$9.66K +135 +1%