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SPDR Barclays Capital Conv S
SPDR Barclays Capital Conv S. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 4 Institutional holders with a total value of $20,569,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 JAMES INVESTMENT RESEARCH, INC. 231,221 10,137,000 49.28%
2 PINNACLE ASSOCIATES LTD 183,328 8,037,000 39.07%
3 Pinnacle Wealth Management Advisory Group, LLC 39,730 1,742,000 8.47%
4 SONATA CAPITAL GROUP INC 14,895 653,000 3.17%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.