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
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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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 2.6M | $201M | 304% | Dec 2024 |
|
| Bank of America Corporation | 2.5M | $197M | 0% | Dec 2024 |
|
| Howard Capital Management | 2.4M | $183M | 526% | Dec 2024 |
|
| Morgan Stanley | 1.6M | $127M | 2% | Dec 2024 |
|
| Cetera Investment Advisers | 1.6M | $124M | 1180% | Dec 2024 |
|
| Assetmark | 1.6M | $124M | -28% | Dec 2024 |
|
| LPL Financial | 1.2M | $95M | 20% | Dec 2024 |
|
| Bessemer | 1.1M | $89M | 0% | Dec 2024 |
|
| Wells Fargo & Company | 1.1M | $87M | 15% | Dec 2024 |
|
| Delta Capital Management | 1.1M | $832k | 1% | Mar 2025 |
|
| Ameriprise Financial | 1.0M | $78M | 10% | Dec 2024 |
|
| Wright Fund Managment | 871k | $68M | 50% | Dec 2024 |
|
| Pnc Financial Services | 822k | $64M | -3% | Dec 2024 |
|
| New York Life Investment Management | 797k | $62M | 4% | Dec 2024 |
|
| Allianz Asset Management | 687k | $54M | 100% | Dec 2024 |
|
| Deutsche Bank Aktiengesellschaft | 637k | $50M | 0% | Dec 2024 |
|
| Goldman Sachs Group | 618k | $48M | 3% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 496k | $39M | 11% | Dec 2024 |
|
| Orion Portfolio Solutions | 482k | $38M | 16449% | Dec 2024 |
|
| UBS Group | 475k | $37M | -2% | Dec 2024 |
|
| Bank Of Montreal | 462k | $36M | -4% | Dec 2024 |
|
| Royal Bank of Canada | 390k | $30M | -2% | Dec 2024 |
|
| H&H Retirement Design & Management | 380k | $30M | -4% | Dec 2024 |
|
| Alliancebernstein | 302k | $24M | 0% | Dec 2024 |
|
| Raymond James Financial | 269k | $21M | 100% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 258k | $20M | -10% | Dec 2024 |
|
| Commonwealth Equity Services | 242k | $19M | 7% | Dec 2024 |
|
| GeoWealth Management | 232k | $18M | 2435% | Dec 2024 |
|
| River Wealth Advisors | 222k | $17M | 3% | Dec 2024 |
|
| Nomura Asset Management | 219k | $17M | -3% | Dec 2024 |
|
| Guggenheim Capital, LLC Managers | 215k | $17M | -12% | Dec 2024 |
|
| Advisor Group Holdings | 212k | $16M | -30% | Dec 2024 |
|
| XML Financial | 210k | $16M | 0% | Dec 2024 |
|
| Branch Banking & Trust Company | 206k | $16M | 5% | Dec 2024 |
|
| Waldron | 205k | $16M | 1% | Dec 2024 |
|
| Stifel Financial | 195k | $15M | 11% | Dec 2024 |
|
| Mml Investors Services | 190k | $15M | 0% | Dec 2024 |
|
| Strategic Investment Advisors / MI | 180k | $14M | 12% | Dec 2024 |
|
| Renaissance Technologies | 171k | $13M | -25% | Dec 2024 |
|
| Jpmorgan Chase & Co | 163k | $13M | 35% | Dec 2024 |
|
| Goodman Advisory Group | 161k | $13M | 6% | Dec 2024 |
|
| Janney Montgomery Scott | 155k | $12M | 0% | Dec 2024 |
|
| Huntington National Bank | 149k | $12M | -3% | Dec 2024 |
|
| Atria Wealth Solutions | 145k | $11M | 244% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 143k | $11M | -35% | Mar 2025 |
|
| Paulson Wealth Management | 138k | $11M | -2% | Dec 2024 |
|
| National Asset Management | 136k | $11M | -18% | Dec 2024 |
|
| FSC Wealth Advisors | 126k | $9.8M | 254% | Dec 2024 |
|
| Amg National Trust Bank | 123k | $9.6M | -2% | Dec 2024 |
|
| Quadrature Capital | 123k | $9.6M | 100% | Dec 2024 |
|
| Win Advisors | 120k | $9.3M | 733% | Dec 2024 |
|
| Oppenheimer & Co | 118k | $9.2M | -3% | Dec 2024 |
|
| Financial & Tax Architects | 117k | $9.1M | 100% | Dec 2024 |
|
| NTV Asset Management | 113k | $8.8M | -2% | Dec 2024 |
|
| Modera Wealth Management | 112k | $8.7M | -5% | Dec 2024 |
|
| Advisors Preferred | 112k | $8.7M | 36% | Dec 2024 |
|
| Creative Planning | 112k | $8.7M | -1% | Dec 2024 |
|
| Estate Counselors | 111k | $8.6M | 1% | Dec 2024 |
|
| McAdam | 110k | $8.5M | 1% | Dec 2024 |
|
| Petix & Botte | 106k | $8.3M | -22% | Dec 2024 |
|
| Stephens | 105k | $8.2M | 0% | Dec 2024 |
|
| Lifestyle Asset Management | 103k | $7.9M | 2% | Mar 2025 |
|
| Anderson Financial Strategies | 101k | $7.9M | 100% | Dec 2024 |
|
| Windsor Capital Management | 100k | $7.8M | -1% | Dec 2024 |
|
| Steward Partners Investment Advisory | 99k | $7.7M | 5% | Dec 2024 |
|
| Kingsview Wealth Management | 98k | $7.6M | 100% | Dec 2024 |
|
| MacKay Shields | 94k | $7.3M | 100% | Dec 2024 |
|
| Florin Court Capital | 93k | $7.3M | 69% | Dec 2024 |
|
| Envestnet Portfolio Solutions | 87k | $6.8M | 834% | Dec 2024 |
|
| Hanson McClain Advisors | 80k | $6.4M | 12% | Dec 2024 |
|
| Private Advisor | 77k | $6.0M | 0% | Dec 2024 |
|
| Finward Bancorp | 77k | $6.0M | 100% | Dec 2024 |
|
| Atria Investments | 76k | $5.9M | 12% | Dec 2024 |
|
| Baron Financial Group | 75k | $5.7M | -1% | Mar 2025 |
|
| Prudential Financial | 74k | $5.8M | -24% | Dec 2024 |
|
| Optivise Advisory Services | 73k | $5.7M | 100% | Dec 2024 |
|
| Elevation Capital Advisory | 71k | $5.5M | 100% | Dec 2024 |
|
| Archetype Wealth Partners | 71k | $5.5M | 1% | Dec 2024 |
|
| Prospera Financial Services | 69k | $5.4M | 218% | Dec 2024 |
|
| Townsquare Capital | 69k | $5.3M | -20% | Dec 2024 |
|
| Robertson Stephens Wealth Management | 69k | $5.3M | 100% | Dec 2024 |
|
| Ameritas Advisory Services | 67k | $5.2M | 100% | Dec 2024 |
|
| Hilltop Holdings | 67k | $5.2M | 2106% | Dec 2024 |
|
| Goss Wealth Management | 66k | $5.1M | 568% | Dec 2024 |
|
| Synergy Financial Management | 63k | $4.9M | 100% | Dec 2024 |
|
| Logan Stone Capital | 60k | $4.7M | 9% | Dec 2024 |
|
| Riggs Asset Managment | 59k | $4.6M | 0% | Dec 2024 |
|
| Mirae Asset Global Investments | 58k | $4.6M | 96% | Dec 2024 |
|
| David J Yvars Group | 57k | $4.4M | -9% | Dec 2024 |
|
| Rockefeller Capital Management | 56k | $4.4M | -1% | Dec 2024 |
|
| Sterling Investment Advisors | 54k | $4.2M | -3% | Dec 2024 |
|
| Transamerica Financial Advisors | 52k | $4.1M | 15% | Dec 2024 |
|
| Sage Capital Management | 52k | $4.0M | -1% | Dec 2024 |
|
| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 51k | $4.0M | -84% | Dec 2024 |
|
| AMJ Financial Wealth Management | 51k | $4.0M | 100% | Dec 2024 |
|
| Hershey Financial Advisers | 51k | $4.0M | 100% | Dec 2024 |
|
| HighTower Advisors | 51k | $4.0M | 2% | Dec 2024 |
|
| Sykon Capital | 50k | $3.9M | 31% | Dec 2024 |
|
| Geneos Wealth Management | 49k | $3.8M | 1% | Dec 2024 |
|
| Chicago Partners Investment | 47k | $3.7M | -7% | Dec 2024 |
|
| Wesbanco Trust And Investments | 47k | $3.6M | 0% | Mar 2025 |
|
| Kovitz Investment Group Partners | 46k | $3.6M | 100% | Dec 2024 |
|
| Leucadia National Corporation | 43k | $3.3M | 1% | Dec 2024 |
|
| Citigroup | 43k | $3.3M | 1% | Dec 2024 |
|
| Cim | 43k | $3.3M | 1% | Dec 2024 |
|
| Foundations Investment Advisors | 42k | $3.3M | 502% | Dec 2024 |
|
| TFG Advisers | 41k | $3.2M | -3% | Dec 2024 |
|
| Mariner Wealth Advisors | 41k | $3.2M | 362% | Dec 2024 |
|
| Thrivent Financial for Lutherans | 39k | $3.1M | 100% | Dec 2024 |
|
| Capstone Investment Advisors | 39k | $3.0M | -54% | Dec 2024 |
|
| Alliance Wealth Advisors | 38k | $3.0M | -19% | Dec 2024 |
|
| Ignite Planners | 38k | $3.0M | 1% | Dec 2024 |
|
| Captrust Financial Advisors | 35k | $2.7M | -18% | Dec 2024 |
|
| Warren Averett Asset Management | 35k | $2.7M | -8% | Dec 2024 |
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 34k | $2.7M | 100% | Dec 2024 |
|
| Mount Lucas Management Corporation | 34k | $2.6M | -6% | Dec 2024 |
|
| Kestra Advisory Services | 34k | $2.6M | -5% | Dec 2024 |
|
| Simplicity Wealth | 33k | $2.6M | 100% | Mar 2025 |
|
| Focus Financial Network | 33k | $2.5M | 0% | Mar 2025 |
|
| William Blair $ Company | 33k | $2.6M | 1% | Dec 2024 |
|
| WealthTrust Asset Management | 32k | $2.5M | -1% | Dec 2024 |
|
| FOCUS Wealth Advisors | 32k | $2.5M | -1% | Dec 2024 |
|
| BlueCrest Capital Management | 32k | $2.5M | 100% | Dec 2024 |
|
| Mercer Global Advisors | 31k | $2.4M | 30% | Dec 2024 |
|
| Aletheian Wealth Advisors | 31k | $2.3M | 1% | Mar 2025 |
|
| First National Corp | 30k | $2.3M | 1% | Mar 2025 |
|
| EFG Asset Management | 30k | $2.3M | -3% | Dec 2024 |
|
| State of Tennessee, Treasury Department | 29k | $2.3M | 100% | Dec 2024 |
|
| Principal Securities | 29k | $2.2M | -5% | Dec 2024 |
|
| Everstar Asset Management | 29k | $2.2M | 0% | Dec 2024 |
|
| Investors Research Corp | 28k | $2.2M | -1% | Mar 2025 |
|
| Hudson Portfolio Management | 27k | $2.1M | -1% | Dec 2024 |
|
| Powell Investment Advisors | 27k | $2.1M | -1% | Dec 2024 |
|
| HF Advisory Group | 27k | $2.1M | 3% | Mar 2025 |
|
| Equitable Holdings | 27k | $2.1M | 5% | Dec 2024 |
|
| Sowell Financial Services | 27k | $2.1M | -5% | Dec 2024 |
|
| OZ Management | 27k | $2.1M | -15% | Dec 2024 |
|
| Montecito Bank & Trust | 26k | $2.0M | -21% | Dec 2024 |
|
| Citadel Advisors | 25k | $2.0M | 355% | Dec 2024 |
|
| Disciplined Investments | 24k | $1.9M | 10% | Mar 2025 |
|
| Northern Trust | 24k | $1.9M | 100% | Dec 2024 |
|
| Sanctuary Advisors | 24k | $1.9M | -2% | Dec 2024 |
|
| Howard Wealth Management | 24k | $1.9M | 2% | Dec 2024 |
|
| OneAscent Financial Services | 24k | $1.8M | 100% | Dec 2024 |
|
| Signature Securities Group Corporation | 24k | $1.8M | -2% | Mar 2025 |
|
| IFP Advisors | 23k | $1.8M | 1131% | Dec 2024 |
|
| EverSource Wealth Advisors | 23k | $1.8M | 100% | Dec 2024 |
|
| Private Advisory | 23k | $1.8M | 100% | Dec 2024 |
|
| Octavia Wealth Advisors | 23k | $1.7M | -1% | Mar 2025 |
|
| First Trust Advisors | 22k | $1.7M | 100% | Dec 2024 |
|
| CI Private Wealth | 22k | $1.7M | -1% | Dec 2024 |
|
| Hanlon Investment Management | 21k | $1.6M | -27% | Dec 2024 |
|
| Prudential | 19k | $1.5M | -14% | Dec 2024 |
|
| Fil | 17k | $1.3M | -34% | Dec 2024 |
|
| Midwest Professional Planners | 14k | $1.1M | -72% | Dec 2024 |
|
| Advisory Alpha | 11k | $805k | -58% | Mar 2025 |
|
| Csenge Advisory Group | 11k | $817k | -55% | Dec 2024 |
|
| Wealth Management Resources | 9.4k | $732k | -63% | Dec 2024 |
|
| Oxinas Partners Wealth Management | 3.4k | $263k | -93% | Mar 2025 |
|
| Elequin Capital | 2.8k | $218k | -97% | Dec 2024 |
|
| D. J. St. Germain | 1.2k | $95k | -99% | Mar 2025 |
|
| CFG Asset Management | 80.00 | $6.1k | -100% | Mar 2025 |
|
| Bnp Paribas Arbitrage, Snc | 72.00 | $5.6k | -100% | Dec 2024 |
|
Who sold out of SPDR Barclays Capital Convertible SecETF?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| ACT Advisors | Dec 2024 | 98k | $7.6M |
| Aveo Capital Partners | Sep 2024 | 51k | $3.9M |