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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$223M +$16.2M +294,860 +9%
Morgan Stanley
2
Morgan Stanley
New York
$179M -$16.1M -293,323 -9%
Wells Fargo
3
Wells Fargo
California
$141M +$4.83M +88,072 +4%
HI
4
Horizon Investments
North Carolina
$94.8M +$82.6M +1,508,125 +2,396%
HCM
5
Howard Capital Management
Georgia
$87M +$76.3M +1,391,635 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$84.4M +$19.5M +355,827 +34%
Deutsche Bank
7
Deutsche Bank
Germany
$77.8M +$5.94M +108,341 +9%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$73.3M -$2.04M -37,211 -3%
QI
9
QS Investors
New York
$65.9M -$1.4M -25,461 -2%
UBS Group
10
UBS Group
Switzerland
$64.2M +$4.29M +78,293 +8%
MFM
11
MD Financial Management
Ontario, Canada
$57.5M -$249K -4,539 -0.5%
CCA
12
Conservest Capital Advisors
Pennsylvania
$54.2M -$1.93M -35,283 -4%
Ameriprise
13
Ameriprise
Minnesota
$53M -$3.66M -66,704 -7%
PWAG
14
Polaris Wealth Advisory Group
California
$51.9M +$46.6M +851,059 New
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$47.7M +$25.3M +461,915 +142%
LPL Financial
16
LPL Financial
California
$42.1M +$1.13M +20,618 +3%
State Street
17
State Street
Massachusetts
$40.8M +$37M +674,289 New
Osaic Holdings
18
Osaic Holdings
Arizona
$39.8M +$6.34M +115,680 +21%
AWM
19
AE Wealth Management
Kansas
$34.1M +$26.3M +480,458 +575%
SS
20
Simplicity Solutions
Minnesota
$33.5M +$25.9M +472,635 +589%
BPC
21
Banque Pictet & Cie
Switzerland
$30.7M -$512K -9,342 -2%
PNAA
22
Pictet North America Advisors
Switzerland
$30.5M -$512K -9,342 -2%
Prudential Financial
23
Prudential Financial
New Jersey
$29.9M +$9.32M +170,000 +52%
Truist Financial
24
Truist Financial
North Carolina
$26.8M -$2.52M -45,977 -9%
SEI Investments
25
SEI Investments
Pennsylvania
$26.3M +$14.9M +272,800 +168%
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