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
Bank of America
1
Bank of America
North Carolina
$234M -$658K -7,235 -0.3%
HCM
2
Howard Capital Management
Georgia
$207M -$432K -4,753 -0.2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$199M -$16.4M -180,272 -7%
Morgan Stanley
4
Morgan Stanley
New York
$142M -$2.08M -22,908 -1%
LPL Financial
5
LPL Financial
California
$141M +$3.2M +35,217 +2%
Wells Fargo
6
Wells Fargo
California
$132M +$4.44M +48,840 +3%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$128M -$15.1M -165,872 -10%
Bessemer Group
8
Bessemer Group
New Jersey
$101M
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$93M +$12.9M +142,387 +16%
AssetMark Inc
10
AssetMark Inc
California
$81.3M -$15.6M -171,767 -16%
Ameriprise
11
Ameriprise
Minnesota
$71.5M -$57.9K -637 -0.1%
Deutsche Bank
12
Deutsche Bank
Germany
$71.2M
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$69.8M +$323K +3,557 +0.5%
Jane Street
14
Jane Street
New York
$48.9M +$40M +440,188 +407%
GAG
15
Goodman Advisory Group
Massachusetts
$47.8M -$639K -7,026 -1%
Raymond James Financial
16
Raymond James Financial
Florida
$46.7M +$20.2M +221,819 +73%
Goldman Sachs
17
Goldman Sachs
New York
$46.6M -$5.52M -60,700 -10%
UBS Group
18
UBS Group
Switzerland
$43M +$597K +6,570 +1%
NYLIM
19
New York Life Investment Management
New York
$42.2M -$3.05M -33,584 -7%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$40.3M +$369K +4,062 +0.9%
BCI
21
Brinker Capital Investments
Pennsylvania
$38.3M -$1.68M -18,503 -4%
HHRDM
22
H&H Retirement Design & Management
Nevada
$37.1M -$383K -4,217 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$35.2M -$351K -3,858 -1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$26.8M +$3.17M +34,842 +13%
PFM
25
Potomac Fund Management
Florida
$22.8M -$19.5M -214,240 -46%