Who owns SPDR Barclays Capital Convertible SecETF?
- Ticker: CWB
- CUSIP Number: 78464A359
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR Barclays Capital Convertible SecETF with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of SPDR Barclays Capital Convertible SecETF stock
Who bought or sold SPDR Barclays Capital Convertible SecETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 2.8M | $200M | 1% | Dec 2023 |
|
| Goldman Sachs Group | 1.8M | $128M | 4% | Dec 2023 |
|
| Bessemer | 1.3M | $93M | 0% | Dec 2023 |
|
| New York Life Investment Management | 1.2M | $88M | 0% | Dec 2023 |
|
| Delta Capital Management | 1.1M | $782k | 0% | Mar 2024 |
|
| Wells Fargo & Company | 1.0M | $74M | -14% | Dec 2023 |
|
| Pnc Financial Services | 955k | $69M | -5% | Dec 2023 |
|
| Deutsche Bank Aktiengesellschaft | 946k | $68M | 0% | Dec 2023 |
|
| RIA Advisory Group | 811k | $74M | 100% | Dec 2023 |
|
| Bank Of Montreal | 811k | $59M | 15% | Dec 2023 |
|
| UBS Group | 538k | $39M | -9% | Dec 2023 |
|
| Wright Fund Managment | 408k | $29M | 100% | Dec 2023 |
|
| Royal Bank of Canada | 396k | $29M | -1% | Dec 2023 |
|
| H&H Retirement Design & Management | 369k | $26M | -16% | Mar 2024 |
|
| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 335k | $24M | 0% | Dec 2023 |
|
| Oakmont Partners | 307k | $22M | -3% | Dec 2023 |
|
| Cambridge Investment Research Advisors | 280k | $20M | -2% | Mar 2024 |
|
| Nomura Asset Management | 269k | $19M | -19% | Dec 2023 |
|
| Barclays | 268k | $19M | -40% | Dec 2023 |
|
| Guggenheim Capital, LLC Managers | 239k | $17M | -10% | Dec 2023 |
|
| Advisor Group Holdings | 234k | $17M | -80% | Dec 2023 |
|
| Commonwealth Equity Services | 222k | $16M | 5% | Dec 2023 |
|
| ACT Advisors | 222k | $16M | 100% | Mar 2024 |
|
| Waldron | 221k | $16M | -5% | Dec 2023 |
|
| Branch Banking & Trust Company | 215k | $16M | -7% | Dec 2023 |
|
| Lloyd Advisory Services | 212k | $13M | -46% | Mar 2024 |
|
| Alliancebernstein | 204k | $15M | 7% | Dec 2023 |
|
| Allianz Asset Management | 201k | $15M | -14% | Dec 2023 |
|
| D. J. St. Germain | 191k | $14M | -4% | Dec 2023 |
|
| National Asset Management | 180k | $13M | -32% | Dec 2023 |
|
| Raymond James Financial Services Advisors | 170k | $12M | 2% | Mar 2024 |
|
| Janney Montgomery Scott | 167k | $12M | 4% | Dec 2023 |
|
| Huntington National Bank | 167k | $12M | -1% | Dec 2023 |
|
| Stifel Financial | 155k | $11M | -23% | Dec 2023 |
|
| Goodman Advisory Group | 151k | $11M | 100% | Dec 2023 |
|
| Hilltop Holdings | 138k | $10M | 22% | Dec 2023 |
|
| Babson Capital Management | 137k | $9.9M | 0% | Dec 2023 |
|
| Petix & Botte | 135k | $9.7M | -1% | Dec 2023 |
|
| CWM | 131k | $9.6M | 6% | Mar 2024 |
|
| Florin Court Capital | 125k | $9.0M | -9% | Dec 2023 |
|
| Wealth Enhancement Advisory Services | 124k | $9.1M | -20% | Mar 2024 |
|
| Atria Investments | 124k | $9.0M | 5% | Dec 2023 |
|
| McAdam | 122k | $8.9M | 10% | Mar 2024 |
|
| Modera Wealth Management | 121k | $8.7M | 23% | Dec 2023 |
|
| NTV Asset Management | 119k | $8.6M | -1% | Dec 2023 |
|
| AE Wealth Management | 119k | $8.4M | -30% | Dec 2023 |
|
| Creative Planning | 113k | $8.2M | 2% | Dec 2023 |
|
| FSC Wealth Advisors | 113k | $8.2M | -3% | Mar 2024 |
|
| Amg National Trust Bank | 109k | $7.9M | -4% | Dec 2023 |
|
| Mariner Wealth Advisors | 108k | $7.8M | 407% | Dec 2023 |
|
| Capstone Investment Advisors | 107k | $7.7M | 100% | Dec 2023 |
|
| Hanson McClain Advisors | 101k | $7.3M | 6284% | Dec 2023 |
|
| Windsor Capital Management | 100k | $7.3M | -1% | Mar 2024 |
|
| Raymond James & Associates | 96k | $7.0M | 8% | Mar 2024 |
|
| Steward Partners Investment Advisory | 90k | $6.5M | -1% | Dec 2023 |
|
| Bnp Paribas Arbitrage, Snc | 84k | $6.0M | 100% | Dec 2023 |
|
| Baron Financial Group | 81k | $5.9M | -1% | Dec 2023 |
|
| BTS Asset Management | 78k | $5.7M | -10% | Mar 2024 |
|
| Jpmorgan Chase & Co | 77k | $5.6M | 15% | Dec 2023 |
|
| SSI Investment Management | 74k | $5.3M | 0% | Dec 2023 |
|
| Elequin Capital | 74k | $5.3M | 49% | Dec 2023 |
|
| HighTower Advisors | 74k | $5.3M | 3% | Dec 2023 |
|
| Private Advisor | 73k | $5.3M | -6% | Dec 2023 |
|
| Kingsview Wealth Management | 71k | $5.1M | 24% | Dec 2023 |
|
| Eagle Strategies | 71k | $5.2M | 100% | Mar 2024 |
|
| Archetype Wealth Partners | 70k | $5.1M | 0% | Dec 2023 |
|
| Rockefeller Capital Management | 69k | $5.0M | 3% | Dec 2023 |
|
| Riggs Asset Managment | 68k | $4.9M | -12% | Dec 2023 |
|
| Advisory Alpha | 67k | $4.8M | 2% | Dec 2023 |
|
| MacKay Shields | 66k | $4.8M | 100% | Dec 2023 |
|
| David J Yvars Group | 63k | $4.6M | -1% | Mar 2024 |
|
| Sterling Investment Advisors | 58k | $4.2M | 0% | Dec 2023 |
|
| Calamos Advisors | 58k | $4.2M | 100% | Dec 2023 |
|
| Chicago Partners Investment | 58k | $4.1M | -4% | Dec 2023 |
|
| WealthTrust Asset Management | 57k | $4.1M | -31% | Dec 2023 |
|
| Advisors Preferred | 55k | $3.9M | -70% | Dec 2023 |
|
| Sykon Capital | 51k | $3.7M | -13% | Dec 2023 |
|
| Estate Counselors | 48k | $3.5M | 16% | Dec 2023 |
|
| Geneos Wealth Management | 48k | $3.4M | -6% | Dec 2023 |
|
| Captrust Financial Advisors | 42k | $3.1M | -1% | Dec 2023 |
|
| Retireful | 42k | $3.1M | 773% | Mar 2024 |
|
| Citigroup | 41k | $3.0M | 1% | Dec 2023 |
|
| Wesbanco Trust And Investments | 40k | $3.0M | 1% | Mar 2024 |
|
| Chesapeake Capital Corp | 40k | $2.9M | 100% | Dec 2023 |
|
| Cim | 39k | $2.8M | 100% | Dec 2023 |
|
| Citadel Advisors | 39k | $2.8M | -23% | Dec 2023 |
|
| Atria Wealth Solutions | 39k | $2.8M | -73% | Dec 2023 |
|
| Mirae Asset Global Investments | 39k | $2.8M | -25% | Dec 2023 |
|
| Warren Averett Asset Management | 38k | $2.8M | 0% | Dec 2023 |
|
| Norway Savings Bank | 38k | $2.8M | -1% | Mar 2024 |
|
| RPg Family Wealth Advisory | 37k | $2.7M | -6% | Dec 2023 |
|
| Mount Lucas Management Corporation | 36k | $2.6M | -3% | Dec 2023 |
|
| First Hawaiian Bank | 35k | $2.6M | -1% | Mar 2024 |
|
| TRUE Private Wealth Advisors | 35k | $2.5M | -9% | Dec 2023 |
|
| Montecito Bank & Trust | 34k | $2.5M | 48% | Mar 2024 |
|
| William Blair $ Company | 33k | $2.4M | 1% | Dec 2023 |
|
| HF Advisory Group | 33k | $2.4M | -18% | Mar 2024 |
|
| FOCUS Wealth Advisors | 33k | $2.4M | 4% | Mar 2024 |
|
| Focus Financial Network | 31k | $2.2M | 100% | Mar 2024 |
|
| Sowell Financial Services | 31k | $2.2M | 7% | Dec 2023 |
|
| Focus Financial Network | 31k | $2.2M | 100% | Dec 2023 |
|
| Octavia Wealth Advisors | 31k | $2.2M | -3% | Mar 2024 |
|
| Investors Research Corp | 30k | $2.2M | 0% | Dec 2023 |
|
| Kestra Advisory Services | 30k | $2.1M | 0% | Dec 2023 |
|
| Powell Investment Advisors | 29k | $2.1M | 0% | Mar 2024 |
|
| First National Corp | 28k | $2.0M | -1% | Mar 2024 |
|
| Aletheian Wealth Advisors | 27k | $2.0M | 11% | Mar 2024 |
|
| Principal Securities | 27k | $1.9M | 100% | Dec 2023 |
|
| Patten | 27k | $1.9M | -2% | Mar 2024 |
|
| Signature Securities Group Corporation | 26k | $1.9M | -1% | Mar 2024 |
|
| Ignite Planners | 26k | $1.9M | 42% | Mar 2024 |
|
| IFP Advisors | 26k | $1.8M | -32% | Dec 2023 |
|
| Disciplined Investments | 26k | $1.9M | -18% | Mar 2024 |
|
| O'rourke & Company | 24k | $1.7M | 4% | Mar 2024 |
|
| Howard Wealth Management | 23k | $1.7M | -2% | Dec 2023 |
|
| Kraematon Investment Advisors | 23k | $1.7M | 2% | Dec 2023 |
|
| CI Private Wealth | 23k | $1.7M | 91% | Dec 2023 |
|
| L.m. Kohn & Company | 22k | $1.6M | -1% | Dec 2023 |
|
| Wealth Management Resources | 22k | $1.6M | -3% | Mar 2024 |
|
| OneAscent Financial Services | 22k | $1.6M | -2% | Mar 2024 |
|
| National Bank Of Canada /fi/ | 22k | $1.6M | 663% | Dec 2023 |
|
| Schaper Benz & Wise Investment Counsel | 22k | $1.6M | 0% | Dec 2023 |
|
| EFG Asset Management | 22k | $1.6M | -34% | Mar 2024 |
|
| Capital Analysts | 21k | $1.5M | 3% | Dec 2023 |
|
| J.W. Burns & Company | 21k | $1.5M | 3% | Mar 2024 |
|
| SkyOak Wealt | 21k | $1.5M | -4% | Dec 2023 |
|
| Occidental Asset Management | 20k | $1.5M | -1% | Mar 2024 |
|
| Whittier Trust Co. of Nevada | 20k | $1.5M | -4% | Dec 2023 |
|
| Carnick & Kubik | 20k | $1.4M | -44% | Mar 2024 |
|
| GW & Wade | 20k | $1.4M | 17% | Dec 2023 |
|
| EP Wealth Advisors | 20k | $1.4M | 0% | Dec 2023 |
|
| Foresight Capital Management Advisors | 20k | $1.4M | 100% | Mar 2024 |
|
| CVA Family Office | 19k | $1.4M | -1% | Dec 2023 |
|
| Confluence Wealth Services | 19k | $1.4M | -4% | Mar 2024 |
|
| Prospera Financial Services | 19k | $1.4M | -77% | Dec 2023 |
|
| Capital City Trust Company | 19k | $1.4M | 0% | Dec 2023 |
|
| DB Wealth Management Group | 19k | $1.4M | 121% | Dec 2023 |
|
| Afg Fiduciary Services Limited Partnership | 18k | $1.3M | -9% | Mar 2024 |
|
| New England Private Wealth Advisors | 18k | $1.3M | 0% | Dec 2023 |
|
| Towerpoint Wealth | 18k | $1.3M | -1% | Mar 2024 |
|
| Key FInancial | 18k | $1.3M | 31% | Dec 2023 |
|
| Ark & Tlk Investments | 17k | $1.2M | 100% | Dec 2023 |
|
| Sage Rhino Capital | 16k | $1.2M | 0% | Dec 2023 |
|
| Midwest Professional Planners | 16k | $1.2M | -12% | Dec 2023 |
|
| Dynamic Advisors Solutions | 16k | $1.1M | -12% | Mar 2024 |
|
| Cottonwood Capital Advisors | 15k | $1.1M | -1% | Dec 2023 |
|
| Peregrine Asset Advisers | 15k | $1.1M | -3% | Dec 2023 |
|
| Silver Oak Securities | 15k | $1.1M | 43% | Dec 2023 |
|
| Steel Peak Wealth Management | 15k | $1.1M | -5% | Mar 2024 |
|
| Global Assets Advisory | 15k | $200k | 100% | Mar 2024 |
|
| Mercer Global Advisors | 14k | $1.0M | -53% | Dec 2023 |
|
| Ausdal Financial Partners | 14k | $1.0M | -5% | Mar 2024 |
|
| M^T Bank Corporation | 13k | $902k | -18% | Dec 2023 |
|
| We Are One Seven | 12k | $855k | -43% | Dec 2023 |
|
| Foundations Investment Advisors | 12k | $820k | -35% | Dec 2023 |
|
| Jane Street | 10k | $747k | -89% | Dec 2023 |
|
| AXS Investments | 10k | $722k | -38% | Dec 2023 |
|
| Rockland Trust | 10k | $728k | -47% | Mar 2024 |
|
| Brown Brothers Harriman & Co. | 8.9k | $643k | -40% | Dec 2023 |
|
| Sigma Planning | 6.0k | $436k | -75% | Dec 2023 |
|
| Howard Capital Management | 3.4k | $243k | -100% | Dec 2023 |
|
| Dunhill Financial | 2.8k | $201k | -92% | Dec 2023 |
|
| Transamerica Financial Advisors | 1.0k | $76k | -99% | Dec 2023 |
|
| Assetmark | 1.0k | $75k | -100% | Dec 2023 |
|
Who sold out of SPDR Barclays Capital Convertible SecETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Orion Portfolio Solutions | Sep 2023 | 518k | $35M |
| Bensler | Sep 2023 | 166k | $11M |
| Townsquare Capital | Sep 2023 | 157k | $11M |
| Crew Capital Management | Sep 2023 | 113k | $7.7M |
| CFG Asset Management | Sep 2023 | 112k | $7.6M |
| Bluefin Capital Management | Sep 2023 | 83k | $5.6M |
| Alliance Wealth Advisors | Sep 2023 | 62k | $4.2M |
| Burns Matteson Capital Management | Sep 2023 | 49k | $3.3M |
| Hanlon Investment Management | Sep 2023 | 39k | $2.6M |
| TFB Advisors | Sep 2023 | 28k | $1.9M |
| Syntegra Private Wealth Group | Sep 2023 | 24k | $1.6M |
| Arrow Investment Advisors | Sep 2023 | 20k | $1.3M |
| Overbrook Management Corp. | Dec 2023 | 17k | $1.2M |
| BlueCrest Capital Management | Sep 2023 | 16k | $1.1M |